Tag: perfex module

Note-This is Perfex CRM Module. Case Management Model and Notation (CMMN) CMMN is a graphical notation used for capturing work methods that are based on the handling of Cases, Events, Contextual, Information, Declarative and Event Condition Action (ECA) requiring various activities that may be performed in an unpredictable order in response to evolving situations. Using […]

Note: This is a module for Perfex CRM. Not a standalone script. Brief description Customer Loyalty & Memberships Module lets you loyalize your customers by rewarding them with points. With Customer Loyalty & Memberships, you can efficiently implement a reward system in your store. The loyalty points received by customers are redeemable as offering coupons, […]

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 […]

Note: This is a module for Perfex CRM. Brief description Diagramy module is complete diagram editor that will allow you to create, edit and share with your other staff members, custom Flowcharts, Process diagrams, Org Charts, UML, ER & Network Diagrams through draw.io library. Please click on Video Preview button so you can watch a […]

Note: This is a module for Perfex CRM. Brief description Perfex Shop module enables the ability to sell your own Products or Services, through Customers Area, along with a Powerful Reporting and Inventory Management. Create a product in seconds: Point Of Sale functionality is also included: Users will be able to add your Products or […]

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 […]

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. Not a standalone script. Brief description Team Password Module is a self-hosted team password manager for companies to share passwords with there teams or clients. Each password will be encrypted and can be shared, secured by an advanced access control system. The easiest and safest way to […]

Note: This is a module for Perfex CRM. Not a standalone script. Brief description Commission Program is most commonly known as the variable component of a total sales compensation package. The total commission earned is dependent on each salesperson’s individual goals and their performance.Your commission structure ties a sales rep’s performance to the amount of […]

Note: This is a module for Perfex CRM. Not a standalone script. Brief description Inventory Management Module is a tool that allows you to track goods across your business’s supply chain. It optimizes the entire spectrum spanning from order placement with your vendor to order delivery to your customer, mapping the complete journey of a […]

Note: This is a module for Perfex CRM. Not a standalone script. Brief description Purchase Management Module is a tool for managing your day-to-day purchases. It is packed with all necessary features that are needed by any business, which has to buy raw material for manufacturing or finished good purchases for trading. Purchase Management can […]

Note: This is a module for Perfex CRM. Brief description Project Workflow module provides you advanced reporting for your Perfex CRM Projects, inside admin area.It generates usable reports for every project, straight at your dashboard and allows you to filter projects, based on advanced reporting (Milestones, Tasks etc). It works fine with every custom Project […]