Facebook Leads Integration Module for Perfex CRM, is a module that enables you to sync your Facebook Leads through your page’s forms with Perfex Leads. It uses Facebook oAuth connect in order to grant access to your Facebook Pages, it allows custom fields to be synced between Perfex and Facebook and you can subscribe to multiple pages of yours.

Perfex CRM Email Builder is a design tool that helps you to effortlessly customize the emails that Perfex CRM is sending to your clients and team; for example, the order confirmation email sent to all customers when they make a purchase. The module does not send any emails itself but instead upgrades your CRM’s boring default email notifications with much more professional and effective designs. Perfex CRM Email Builder continues to work in exactly the same way as before… no duplicate emails will be sent … and there are no subscription fees to pay each month. So it’s a win-win situation!

This Module is for Perfex CRM. “CUSTOM TASK FILTER”, THIS MODULE CAN BE USE IN PERFEX CRM TO EXTENDS ITS TASK FILTER FUNCTIONALITY. You can create dynamic filter of your choice & save it for future use. (Usage : Mainly use for different kind of report need & at time access inbuilt functionally of Perfex CRM). It save time of user in generating similar kind of report as once template is save can be used anytime. ADDED ADVANTAGE: Can be used to filter task related to Project, Invoice, Task, Customer, Estimate, Contract, Expenses, Lead & Proposal; Can be select custom period for between start date & due date; Report can Expert with required Column (i.e. can hide non required Column)

Custom javascript for Perfex CRM, is a module that allows you to integrate your custom javascript code, onto your Customers Area and/or Administration area of Perfex CRM.

Want to make call in Perfex CRM using twilio? Are you still logging your customer calls on spreadsheets?  One of the fundamental of building relationships with customers and business development is logging 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. Create follow up reminders, and even assign call log goals, you asked for those updates so here you go, please leave a review if you want to see more updates. This is not a standalone addon, and only works as a module for Perfex CRM. Please do not purchase this module if you do not have the PerFex CRM. We welcome feedback to improve our products, and please leave a review if you like our modules it will motivate us.

Account Planning Module for Perfex CRM, is a strategic account planning tool, which, through a customer-centric approach to identifying priority accounts capturing and analysing critical information, allows you and your staff members to develop a strategy to expand and grow existing customer relationships. It creates a complete plan, with plenty of useful information through available options and data, separating them under four basic sectors for every plan: Due Diligence / Team Information / Service Ability Offering and Project Planning. It also uses MindMap, based on GOJS, in order for staff members to be able to create a visual approach of their strategy, along with Handsontable which helps at data entry and logs staff member’s activity inside Activity Log. Please check out the uploaded videocast and screenshots, which demonstrates all visible parts of the module.

Perfex CRM is self hosted Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design, Perfex CRM can help you look more professional to your customers and help improve business performance at the same time.

WP Fusion connects your website to your CRM, with support for several CRMs and dozens of plugins. The no-code solution to easily integrate your WordPress website with the services you use every day.

Perfex CRM is complete Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design, Perfex CRM can help you look more professional to your customers and help improve business performance at the same time.