This is a module for Perfex CRM. Not a standalone script. This module allows you to sell products in perfex using stripe subscriptions or recurring invoices. NON REGISTERED USERS WILL BE ABLE TO PURCHASE/SUBSCRIBE TO PRODUCT AND REGISTER: Customers will be able to order to a product using any available payment gateway with invoices | Customer will be able to order recurring or one time products using invoices | Customers will be able to subscribe to a product using stripe subscription. | Customer will be able to order a subscription without staff manually creating a subscription from the admin dashboard. | Flexible product grouping to target specific clients | Admin/staff will be able to create products for subscription or invoices | Admin/staff will be able to add product for a specific customer only (visible to only that customer) | Admin/staff will be able to add product for a group of customers only (visible to only customer that belongs to that group only) | Admin/staff will be able to add product available to all customers | Admin/staff will be able to choose if the invoice product should be available or not on products page | Admin/staff will be able to choose if products for subscription should be available or not on products page | products can be created by staff using stripe plans for a particular customer, customer group or all customers. | Products can be added for as invoice pproduct. | See History of customers purchases | You can collect additional Information for customers eg. Shipping details | Module view are Customizable withut worrying about updates ( supports for my_prefixed views)

This is a module for Perfex CRM. Not a standalone script. 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 you can’t track and manage using this module.

This script is not a standalone payment module, its a module that requires Perfex CRM application installed. This module is created for Perfex CRM and it enables you to receive payments via your Shopier from Perfex CRM’s invoices. Installation: Upload zip file under the modules page of the Perfex CRM; Activate the module; Go to Settings > Payment Gateways > Shopier; Enter your API key and secret that you can receive from your shopier account.

This is not a standalone theme, the theme module requires Perfex CRM application installed, this is a theme module for Perfex CRM. Modern and futuristic new Office Flat Pro Perfex CRM theme for Perfex CRM that redesigns the ADMIN AND CUSTOMERS AREA and beautifies user interface and design.

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, POS and multistores Woocommerce. Why should I be multichannel selling? Selling on multiple sales channels increases your exposure to potential customers, which increases your sales opportunities. Online shoppers are either staying loyal to one sales channel (meaning that you’ll miss out if you’re not there), or they’re shopping around (meaning that you’ll miss out if you’re not on more than one of them).

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 a simple, fast-cadence process that engages each team’s perspective and creativity.Creating alignment in the organization is one of the main OKR benefits. The goal is to ensure everyone is going in the same direction, with clear priorities, in a constant rhythm. OKR’s original concept came from Intel and spread to other Silicon Valley companies. Google adopted OKR in 1999, during its first year. It supported Google’s growth from 40 employees to more than 60,000 today.Besides Google, other companies use OKR, including Spotify, Twitter, LinkedIn, and Airbnb. But the OKR system is not only for digital companies. Walmart, Target, The Guardian, Dun and Bradstreet, and ING Bank are also using OKR.

This is a module for Perfex CRM . 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 help you split your long forms into multiple steps forms. Multi-Page Web to Lead Form Module has a very easy to use form builder process which is basically an upgrade of the core perfex web-to-lead form builder

This is the first complete Human Resources Management (HRM) solution for Perfex. Human Resources Management module for Perfex CRM, helps companies save time and manage their Human Resources directly inside their dashboard. It includes the following HR functions: * Keep in mind: Screenshot items and video preview, are showcasing an installation of this module under a Perfex installation which uses Flat Admin Theme, which is an item of our team ( https://bit.ly/perfexflat ) – This module complies with every CSS standard of your current theme and/or default Perfex theme for the admin area.

This is not a standalone script. It is a backend theme (staff-admin area) for Perfex CRM. Flat admin theme for Perfex CRM, redesigns the backend’s experience by adding flat aesthetics at your staff’s interface.

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)

This App Is For The Perfex Crm. This app For the Client Login Panel. This app is totally Work on the API Basis. The API Plugin Comes Free with This app. ... Support: Customer can Add The ticket; Customer can View the Ticket Reply; Customer can send the ticket Reply to admin; Customer can Send the Attachment to ticket; View all the tickets | COMPANY Profile: Customer can View and Update his company Profile for app | View Invoices: View all Invoices; View Pending and Paid System | view projects: Customer can View the Projects; check the status of Project | view Proposals: Customer can View The proposals

Assets Management Module for Perfex CRM, is a module that provides the ability of managing company’s assets inside Perfex’s dashboard. You will be able to separate your assets based on groups/locations/units and assign them to staff members. Check the next section of this description, for a complete list with functionality actions.

This module integrates a Mailbox client at your Perfex CRM’s dashboard. By enabling, you will be able to allow your staff members to send/receive/draft/organize e-mails of their IMAP accounts, inside their dashboard.

This is a module for Perfex CRM. Not a standalone script. Brief description: Mention and Tag for Perfex CRM help you create discussion or support topics, when using @ to mention someone or using # to mention tasks, projects, invoices, payments, supports, ... Please check out the uploaded screenshots, which demonstrates all visible parts of the module.

This is a module for Perfex CRM. Perfex Shop module enables the ability to sell your own Products or Services, through Customers Area, along with a Powerful Reporting and Inventory Management.

This is a module for Perfex CRM. Not a standalone script. 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.

This plugin requires Perfex REST API in order to sync your data. If you dont own a license for Perfex REST API. This is a WordPress plugin which syncs your new user signups from your WordPress or WooCommerce website with you Perfex’s CRM Leads. Once it’s enabled and configured, all new users/customers of your WordPress installation will be synced as Leads in your Perfex CRM installation. This plugin synchronizes the default data of a WordPress user (First name/Last Name/Email/Website).

 This is a module for Perfex CRM. Not a standalone script. WooCommerce module for Perfex CRM is a module that enables you to view and manage your WooCommerce store from Perfex CRM. You’ll be able to : View all Orders; View summary of Orders; Update Orders status; delete Orders; view Orders data; Edit Products; delete products; add Products as items; View all Customers; edit Customers; delete Customers; View summary of Customers; Add woocommerce Customer to perfex; Invoice WooCommerce orders in Perfex CRM; Restrict staff access to view/manage stores from perfex; Add an unlimited number of stores; Assign Stores to Staff; edit/delete individual stores; View products by store; filter Products by status; filter Products by type; View Customers by stores; View products by stores; filter Orders by status; Multisite wordpress support

This is a module for Perfex CRM. Not a standalone script. WhatsApp Module for Perfex CRM, is a module that allows you to integrate the famous WhatsApp contact button, onto your Customers Area> and/or Administration area of Perfex CRM.

Professional theme for Perfex CRM created with extra buttons, footer with extra links, an SUPPURT and CALENDAR buttons for all pages.

This is a module for Perfex CRM. Not a standalone script. Tasks Bookmark module for Perfex CRM, helps you categorize your tasks in Bookmark lists, so they can be easily grouped/searched and prioritized.

This is a module for Perfex CRM. Not a standalone script. 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.

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.

Razorpay payment gateway for Perfex CRM will allow your customers to pay invoices using Razorpay with credit card and other banking methods that Razorpay provides. Razorpay provides a quick and secure way of accepting payments from your customers. The Checkout form provides your customers a streamlined flow for initiating payments. The payment details submitted by the customer are secured and tokenized by Razorpay. The modules integrates Razorpay checkout.js, you can check the screenshots here in the item to get more familiar how the module payment flow will look after purchase.