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Share / Hide Task Comments Module for Perfex CRM

Please be advised that the Shared Comments module is designed exclusively for integration with Perfex CRM. It is not a standalone application. Currently, the module does not offer full support for Perfex CRM versions below 3.0.0. We are actively working towards achieving full backward compatibility and will soon release an update to extend support to earlier versions of Perfex CRM. We appreciate your understanding and patience as we work to enhance the module’s compatibility and functionality. Stay tuned for upcoming updates.

Customer Loyalty and Memberships for Perfex CRM

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, discounts on purchases, or other loyalty rewards. Not only that, the points are redeemable to attain the loyalty membership too, and become a part of the brand’s loyal members community.

Aircall.io ® module for Perfexcrm

Mautic - Automated Marketing Tool For Perfex CRM

This is a plug n play module Your CRM will still play an important role in your organization, but it will now play the correct role. Don’t use it as a random catch-all for every lead and every cold call. Manage leads in marketing automation, create landing pages to collect more information, use drip marketing to nurture them and give them valuable information.

Perfex integration with LexOffice

Every entrepreneur, whether freelancer, small business owner or founder, has to deal with bookkeeping and payroll – often a tiresome topic. Not anymore! Finally do everything automatically thanks to lexoffice. Lexware’s online business software does accounting automatically and offers an ingenious digital office. Creating offers, writing invoices, managing customers, doing payroll accounting or preparing tax returns are no longer a problem.

Team Password for Perfex CRM

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.

Perfex Zoom Meeting Module

Sales Commission Program for Perfex CRM

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 money he or she will take home each paycheck. It’s no secret that accountability produces results, and a well-structured commission plan is an excellent way to incentivize top performance. Because there’s no one size fits all, sales compensation plans come in many shapes and sizes, including: salary/hourly + commission, commission-only, tiered commission, residual commission, and variable-rate commission. Of these, the easiest and most commonly used approach is to pay a certain percentage based on the revenue generated from a single sale. Very simply, a sales rep who closes a deal for $500 with a commission rate of 5% earns $25 per sale. Please check out the uploaded screenshots, which demonstrates all visible parts of the module.

Perfex CRM - Customer Feedback Module

After logged in you will find the Feedback Menu in Module is found under UTILITIES after installation in Adminpanel, and top navigation in Client dashboard.

Recruitment Management for Perfex CRM

Recruitment Module for Perfex CRM, is a set of tools designed to automate and manage your organization’s recruiting and staffing operations. From posting your jobs to keeping applicants connected and engaged throughout, Recruitment Module lets you manage your entire recruiting process. Reduce routine tasks such as scheduling interviews by automating your recruitment software and free up your schedule for more pressing activities. Online recruiting management systems create a one-stop application process for job seekers. With the help of an applicant tracking system and candidate relationship management, a recruiter can increase his or her client database and provide an overall better candidate experience. Please check out the uploaded screenshots, which demonstrates all visible parts of the module.

Perfex CRM and TelegramBot Notification Module

Telegram is a freeware, cross-platform, cloud-based instant messaging software and application service. The service also provides end-to-end encrypted video calling, VoIP, file sharing and several other features.

Financial Perfex CRM control Professional Expenses Weboox

Register your recurring expenses, the system informs the status and organization by expiration date. You register the supplier and mark cost centers to control where your money comes from.