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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, […]
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Note: This is a module for Perfex CRM. Brief Description This module allows you to receive instant Pushover Notifications on a number of devices when a support ticket is raised via your Perfex CRM by clients.By enabling, you will be able to allow staff and yourself to get a push notification on their mobile devices […]
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. Support Channels for Perfex All-in-one Support module for Perfex CRM is only needed module for all your support efforts! By using our module, you enable your customers or staff members, to directly contact you through all the available options, straight from their accounts.Take a look at its […]
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 […]
Note: This is a module for Perfex CRM. Not a standalone script. Perfex CRM that can be purchased here Add your custom Chat service code in Perfex Live Chat for Perfex CRM, is a module that allows you to integrate your Live Chat service, through almost every chat provider, onto your Customers Area and/or Administration […]
Other Perfex Modules NOTE: This is not a standalone module, the module requires Perfex CRM application installed, this is a module for Perfex CRM. NOTE: This module requires OpenAI Key NOTE: Please feel free to contact us at [email protected] for a complimentary module consultation and to discuss your ideas. We look forward to assisting you. […]
NOTE: This is a module for Perfex CRM . Not a standalone script. Brief Description Integrating QuickBooks with Perfex gives full visibility into how your business is running and where it can be improved. Accounting software and CRM work together to share data between sales and accounting, including customer information, sales orders, expenses, and invoicing […]
Supplier relationship management is the discipline of strategically planning for, and managing, all interactions with third-party organizations that supply goods and/or services to an organization the objective of SM is to maximize the value of those interactions. Know your supply chain, know your risk, build relationships and partners to conduct business transactions. Use Supplier module […]
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