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REST API for Perfex Customers

Note: This is a module for Perfex CRM. Customers API for Perfex CRM The ultimate module designed to enhance the functionality of your Perfex CRM by connecting Customers Area with literally EVERY third party application out there. Seamlessly integrating with your CRM system, this powerful Customers REST API module unlocks a whole new world of […]

MailFlow – Marketing Campaigns For Customers & Leads Perfex CRM

Other Perfex Modules NOTE: This is not a standalone module, the module requires Perfex CRM application installed, this is a module for Perfex CRM. MailFlow is a feature-rich and advanced Campaign solution designed specifically for Perfex CRM. It enables businesses to effectively engage with leads and customers by creating and sending personalized email and SMS […]

PDF Customizer module for Perfex CRM

Note: This is a module for Perfex CRM. Customize PDF of Perfex CRM Introducing the PDF Customizer for Perfex CRM, a module that will help you customize Proposals, Estimates, Invoices, Credit Notes, Payments and Contracts’ PDFs sent to your customers! This module fulfills the long-awaited need for comprehensive customization of PDFs, offering unparalleled flexibility in […]

PrediX – AI Module For Perfex CRM

Other Perfex Modules NOTE: This is not a standalone module, the module requires Perfex CRM application installed, this is a module for Perfex CRM. NOTE: This module requires OpenAI Key NOTE: Please feel free to contact us at [email protected] for a complimentary module consultation and to discuss your ideas. We look forward to assisting you. […]

WhatsApp Official Cloud API Chat & Marketing module for Perfex CRM

Note: This is a module for Perfex CRM. Official Cloud API WhatsApp Module for Perfex CRM Our module is designed to enhance the communication experience between staff members and clients within the Perfex CRM platform. It offers a direct, real-time chat client through the Perfex dashboard, allowing staff to engage with clients in a more […]

Sales Agent Management module for Perfex CRM

Note: This is a module for Perfex CRM and need to integrate with the INVENTORY MANAGEMENT MODULE (from version 1.3.0) to manage inventory of products. Brief description Sales Agent Management Module is your solution for managing your company’s sales agents and their commissions. While sales agents create new customer profiles and keep track of their […]

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