Tag: perfex

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 […]

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 […]

Perfex Zoom Meeting Module Note Please note that this is not a standalone script, it requires PerfexCRM installed, as this is just a module for PerfexCRM. Features Can view zoom meetings list. Can generate new zoom meeting. Can add registrant to meeting. Supported Languages English Installation Details Download the purchase zip folder then browse to […]

Please Note: This language pack is not a standalone pack, the language files are unique to Perfex CRM and requires the Perfex CRM application to be installed. The language pack is a simple Language Translation of the complete Perfex CRM in Afrikaans INCLUSION: After downloading the files you simply add it’s respective folder within your […]

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 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 […]

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 […]

Note: This is a module for Perfex CRM. Not a standalone script. Brief description Staff Workload Module is a process of distributing work among employees and monitoring people’s utilization over time. The goal is to make sure the work is delivered within the planned time frame, but also to keep a healthy balance in terms […]

Perfex CRM – Customer Feedback Module Note Please note that this is not a standalone script, it requires PerfexCRM installed, as this is just a module for PerfexCRM. Features Admin Can generate request for feedback against each project. Client can provide feedback on the basis of: How do you rate our coding? Would you would […]