Perfex Zoom Meeting Module Note: This is not a standalone script; it requires PerfexCRM installed, as this is a module for PerfexCRM. Watch Video Demo: https://perfex.by8e.com/admin/Username: [email protected]: test Features Single Zoom account that can be used by an Admin member to create Zoom meetings Other Supported Features: Admin Features: Admin can create meetings Admin can […]
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Multi-Page Web to Lead Form Module
NOTE: This is a module for Perfex CRM . Not a standalone script. Brief Description Multi-Page Web to Lead Form Module is a fully responsive multi-page PHP working multipurpose ajax form with the necessary required field jQuery validation built on PHP, HTML5/CSS3, jQuery and Ajax. The module is easy to install and use. Let us […]
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 […]
Multichannel Two Factor Authentication for Perfex CRM
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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 […]
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 […]
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 […]
QuickBooks module for Perfex CRM – Synchronize Invoices, Payments and Expenses
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, […]
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 […]
PerfexWiki – Internal knowledge for Perfex CRM
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