Tag: perfex

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 SM […]

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 Novalnet AG is a leading financial services institution offering online gateways for processing of online payments. Operating in the market as a full payment service provider, Novalnet AG was founded in Munich, and provides online merchants user-friendly payment modules for all major shop systems as […]

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 . 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 […]

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. 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 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 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 […]