Tag: perfex crm

Note: This is a module for Perfex CRM. Brief description SAGE Integration module for Perfex CRM allows you to synchronize your Invoices/Payments with SAGE. SAGE Module provides support for Invoices and payments for countries: Our module will take care of every necessary part of payment and invoices, for you, Just create a new SAGE account […]

Note: This is a module for Perfex CRM. Brief description Drawio Module is very important when you want to demonstrate work progress, business goals and strategy. Perfex CRM is very rich in terms of Customer relationship management, Drawio module can be a good addition to your CRM Solutions. Features: – Create Unlimited Business Models – […]

Note: This is a module for Perfex CRM. Brief description Xero Integration module for Perfex CRM allows you to automatically synchronize your Invoices/Payments with Xero. It uses one-way sync from Perfex to Xero, for companies based in the US, Australia, United Kingdom, Canada , taking care of partial payments, taxes and more. Our module will […]

NOTE: This is a module for Perfex CRM . Not a standalone script. Brief Description Integrating Xero 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 […]

Note: This is a module for Perfex CRM. Not a standalone script. Brief description Timesheets & Leave module is a complete online time and attendance solution for employee time tracking, project time tracking, leave management and shift planning. Track your time easily and efficiently: Track working hours instantly and accurately. One click is all it […]

Note: This is not a standalone script. It is a frontend theme for Perfex CRM. Perfex can be purchased here. Great Green design for your Perfex CRM. Modern visual elements, animation effects and much more make up our additional design module for Perfex CRM. Try Ultimate Green Theme! Admin credentials DEMO Login: [email protected] Pass: demo123 […]

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 […]

With whiteboard you can sketch ideas and meetings with whiteboard-style. and simple-to-use digital whiteboard built to help you collaborate with others any time, anywhere. Makes Review or Revision of meetings More Convenient/li> Makes It Easier for Teams to manage meetings Makes the meeting Process More Fun Brings Convenience and Flexibility in Perfex crm Try the […]

BPMN is a process and decision-making module, it allows you to create professional-looking business process modeling diagrams. The primary goal of BPMN module is to provide a notation that is readily understandable by all business users, from the business analysts that create the initial drafts of the processes, to the technical developers responsible for implementing […]

Note: This is a module for Perfex CRM and need to integrate with the INVENTORY MODULE to manage inventory of products. Not a standalone script. Brief description Omni Channel Sales Module is the process of selling your products on more than one sales channel. Multichannel management includes a mix of your own website, client portal, […]

Note: This is a module for Perfex CRM. Brief description 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 & India, taking care of partial payments, taxes and more. Forget about […]

Mindmap is a Perfex module that allows its users to visualize ideas process, share and present thoughts by brainstorming. Collaborative mind mapping and brainstorming tool. This s a msall module that will allow you to visualize your ideas. Mind maps assist the brainstorming phase because you can add ideas without a filter. They provide the […]