This is a module for Perfex CRM Demo: Click Here Reminder module allows to send reminders for following Invoice Estimate Proposal Credit Notes Support Custom Reminder Custom Services Leads Contracts Features:- Email Notifications Sms Notifications Reminders will be send to staff and customers Customised email template status on reminder Reminders comments Reminders Notes Recurring Reminder […]
perfex module
WhatsApp module for Perfex CRM – Support your clients and staff members through WhatsApp chat
Note: This is a module for Perfex CRM. Not a standalone script. WhatsApp chat for Perfex WhatsApp Module for Perfex CRM, is a module that allows you to integrate the famous WhatsApp contact button, onto your Customers Area> and/or Administration area of Perfex CRM. Demo Since the functionality of this module is simple, and screenshots […]
PerfShield – The powerful security toolset for Perfex CRM
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 […]
Advanced Email System for Perfex CRM
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, […]
Mention and Tag for Perfex CRM
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 […]
OKRs – Objectives and Key Results for Perfex CRM
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 Data Tables for Perfex CRM
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 […]
PerfexWiki – Internal knowledge for Perfex CRM
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PerfexLanding – LandingPage builder for PerfexCRM
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Spreadsheet Online for Perfex CRM
Note: This is a module for Perfex CRM. Not a standalone script. Brief description Spreadsheet Online Module is a powerful spreadsheet editor that lets you do pretty much everything you can do with contemporary spreadsheet software like Excel. This module helps you reach your goals and lead you to make better decisions. There’s nearly nothing […]