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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 […]
Security module for Perfex CRM Introducing PerfShield, the ultimate security module for Perfex CRM. Protect your Perfex CRM installation with PerfShield today and enjoy the peace of mind that comes with having a secure system. Perfex CRM is a robust and reliable CRM system that has been built to cater to the needs of businesses […]
Note: This is a module for Perfex CRM. Customized Email System for Perfex Advanced Email System for Perfex CRM is a module that enables the ability to have independent SMTP email account settings for staff members! Its functionality is straight-forward, just head to the settings and add the requirement settings according to your SMTP account, […]
Note:This Module is for Perfex CRM Brief Description “Custom Task Filter”, this module can be use in Perfex CRM to Extends its task filter functionality. You can create dynamic filter of your choice & save it for future use. (Usage : Mainly use for different kind of report need & at time access inbuilt functionally […]
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. QuickBooks Accountant for Perfex CRM Quickbooks Integration module for Perfex CRM allows you to automatically synchronize your Invoices/Payments/Expenses with QuickBooks. It uses one-way sync from Perfex to QuickBooks, for companies based in the US, Australia, United Kingdom, Canada, South Africa & India, taking care of partial payments, […]
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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NOTE: This is not a standalone theme, the theme module requires Perfex CRM application installed, this is a theme module for Perfex CRM minimum 3.0.0 version. Description: Flat elegant dark theme for Perfex CRM redesigns the ADMIN AND CUSTOMERS AREA and improves customer experience by adding simple dark smooth and flat professional look for better […]
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