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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 a module for Perfex CRM. Not a standalone script. Demo Link Project Task Manage Module Our module is designed to help you manage your projects more efficiently and effectively. Here are the main features offered by our module: Create Task Groups: Organize your project tasks into groups for a more structured and […]
This is a module for Perfex CRM Demo:Click here Video Library is a Module for PERFEX CRM. It provides the Functional Information for the Projects, for staff and customer/clients. Using this Module, Staff can provide and Share essential information about the projects, tasks, videos etc., with their clients as well as the staff also. Admin […]
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, […]
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Note: This is a module for Perfex CRM. Not a standalone script. Brief description Customer Loyalty & Memberships Module lets you loyalize your customers by rewarding them with points. With Customer Loyalty & Memberships, you can efficiently implement a reward system in your store. The loyalty points received by customers are redeemable as offering coupons, […]
Note: This is a module for Perfex CRM. Not a standalone script. Brief description Mention and Tag for Perfex CRM help you create discussion or support topics, when using @ to mention someone or using # to mention tasks, projects, invoices, payments, supports, …Please check out the uploaded screenshots, which demonstrates all visible parts of […]
Note: This is a module for Perfex CRM. Not a standalone script. Brief description OKR (Objectives and Key Results) is a goal system. It is a simple tool to create alignment and engagement around measurable goals. The big difference from traditional planning methods? OKRs are frequently set, tracked, and re-evaluated – usually quarterly. OKR is […]
Custom Tables for Perfex CRM Unlock the Power of Data Customization with our Custom Data Tables module for Perfex CRM. Are you ready to take control of your data tables in Perfex CRM like never before? Welcome to the future of data management with our groundbreaking module, which is designed to empower you with unparalleled […]
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