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Account Management Advancements for Perfex CRM
Enhance your account and client management capabilities with Account Management Advancements, a powerful module designed to improve team communication, client tracking, and financial control within Perfex CRM.KEY BENEFITS Custom Alerts for the Team: Keep your team informed with real-time alerts when...
Accounting and Bookkeeping module for Perfex CRM
The Accounting and Bookkeeping module for Perfex CRM is a comprehensive solution to integrate accounting and financial management functionalities directly into the Perfex customer relationship management (CRM) system. It was developed for companies that wish to centralize their financial and account...
Account Planning module for Perfex CRM - Strategic planning for your clients
Advanced Account Planning for Perfex The Account Planning Module for Perfex CRM is a strategic account planning tool that, through a customer-centric approach to identifying priority accounts and capturing and analyzing critical information, enables you and your team members to develop a strategy to...
PerfexLanding - Landing Page builder for PerfexCRM
Note: This is a module for Perfex CRM. Not a standalone script.PerfexLanding – LandingPage builder for PerfexCRMDemo PerfexLandingDemo website: https://perfex-modules.techfago.com/adminAccount demo:email: perfexlanding@gmail.com pass: perfexlanding@gmail.com
Bank/Cash Account Balances For Perfex CRM
The BankCash Account Balances module for Perfex CRM is a tool designed to manage bank and cash account balances within the Perfex CRM system. This module allows companies to efficiently track cash inflows and outflows, manage transfers between accounts, and monitor their account balances in real-tim...