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Flexible Backup & Restore Module For RISE CRM Latest Version 1.3.0 Version 1.3.0 Release Oct 2, 2024 Click HERE to view the Changelog Automatically delete scheduled backups after upload to remote storage. Set a default note for automatic backups to keep your records organized. Add custom backup notes for better documentation and tracking. Configure an […]
Brevo SMS notification Module for Perfex CRM (Formerly Sendinblue) will allow you Send Sms notification to any country using your company name. You don’t need to buy additional phone number. The module integrates Brevo , you can check the screenshots here in the item to get more familiar how the module flow will look after […]
Note: This is a module for Perfex CRM. Not a standalone script. Demo Link This module aims to make your work easier by providing extra settings for Perfex CRM. Settings you can find in this module : Contract You can activate your contract signature as a merge field. This way, you can use your customer’s […]
Note: This is not a standalone application. This is a plugin for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use this plugin. Are you wondering how you can Empower your team to deliver the best work? You can now Automate repetitive Actions in your Workflow using Workflow Automation Module. […]
Note:This Module is for Perfex CRM Brief Description “Lead Follow up Scheduler”, module can be use in Perfex CRM allows Admin/Staff to schedule automatic follow up SMS/Email send to Leads at particular Interval of Lead creation. “ Lead Follow up Scheduler ” is using, by default enabled SMS gateways, provided by Perfex CRM. You can […]
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Mindmap is a Perfex module that allows its users to visualize ideas process, share and present thoughts by brainstorming. Collaborative mind mapping and brainstorming tool. This s a msall module that will allow you to visualize your ideas. Mind maps assist the brainstorming phase because you can add ideas without a filter. They provide the […]
Note: This is a module for Perfex CRM. Not a standalone script. Demo Link Introducing our groundbreaking Email Template Management module for Perfex CRM, designed to revolutionize the way you handle email communications. With a host of powerful features, this module empowers you to create custom templates for customers, leads, invoices, proposals, projects, tasks, contracts, […]
Note: This is a module for Perfex CRM . This is Not a standalone script. Get an overview of deals in a week, month, and deals in the last 30 days. Assign Tasks, Products, Files, and Users for each deal. Manage discussions and notes. Also, get a calendar view for every deal detail. In short, […]
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 […]
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