Tag: perfex meetings

NOTE: This is not a standalone module, the module requires Perfex CRM application version 2.4.2 installed, this is a module for Perfex CRM. Introduction Introduction to Zoom Meetings Manager – Zoom API module for Perfex CRM One Zoom global account that can be used by all staff depending on permissions given by Admins to Create, […]

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 […]

Are you still logging your customer calls on spreadsheets?  One of the fundamental of building relationships with customers and business development is logging your all your conversations in one location. Give you and your team the ability to keep a track record of all the calls made, and know when to follow up on opportunities. Add […]

Note: This is a module for Perfex CRM Introduction Introduction to Appointly – Appointments module for Perfex CRM APPOINTLY FITS PERFECTLY FOR ANY TYPE OF APPOINTMENT WITH ABILITY TO INTEGRATE A FORM ON YOU WEBSITE . Appointly is a module for Perfex CRM that you can schedule appointments to your CRM and schedule also from […]