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Module
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Import Leads From WordPress Contact Form 7
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Setup Web to Lead Form
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Leads email integration
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Sending proposal to customer or lead
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Convert Lead to Customer
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Create New Lead
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Lead Sources
Lead
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Record Expense
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Expense Reports
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Creating Recurring Expense
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Billable Expense
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Converting Billable Expense to Invoice
Expenses
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Invoices(7) Proposals(5)
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Subscriptions Currencies
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Convert Lead to Customer
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Payment Modes
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Sending proposal to customer or lead
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Estimates(6)
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General/Setup(7)
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Subscriptions
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Recurring Invoice
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Add Items/Products
Sales
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Sending proposal to customer or lead
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New Customer Contact
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New Customer
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Customer admins
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Customers Registration
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Reports
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Exporting Customers Invoices/Estimates/Payment to ZIP
Customer
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Add New Project Status
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Timesheets
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New Project
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Invoicing Project
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Disallow project members to see all project tasks
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Pin Projects
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Finance Overview
Projects
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Contracts Templates
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New Contract
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Contract Expiry Notification
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Renewing Contract
Contracts
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Email Piping / Auto Importing Tickets
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Setup Ticket Form
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Subscriptions
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Departments
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Convert Lead to Customer
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Ticket Services
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Ticket Email Templates
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Auto Close Tickets
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Allowed file extension
Support Tickets
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Add New Task Status
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Recurring Tasks
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New Customer
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Disallow project members to see all project tasks
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Create New Task
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Task Timesheets
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Bill Tasks
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Linking task to features
Tasks
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Disabling Knowledge Base
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New Knowledge Base Article
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New Knowledge Base Group
Knowledge Base
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E-signature option available for contracts for proposal and estimates.
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Let your customers easily sign those documents and make your life easier.
E-Signature
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PDF Customization
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Add Full Size Login Background Image
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Customers Templates
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Action Hooks
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Overwrite Translation Text
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Applying custom CSS styles
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Edit view files without
messing the core view files
Customization
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Creating mail lists
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Sending surveys
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New Survey Questions
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Including mail list custom fields
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Viewing survey results
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New Survey
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Sending survey to mail lists
Surveys
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Create project milestones and organize your tasks for outstanding project workflow.
Project Milestone
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Ability to create estimates and auto convert to invoice after accepting
Send Estimates To Customers
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Perfex CRM track timers by multiple task asignees
Track Timers By Multiple Members
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Creating mail lists
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Sending surveys
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New Survey Questions
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Including mail list custom fields
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Viewing survey results
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New Survey
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Sending survey to mail lists
Timesheets Reports
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Send proposal to leads or customers and wait for their feedback.
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Proposal can be accepted directly from any device
Create Looking Good Proposals
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Use the Goals tracking feature to keepsales goals in mind.
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Ability to notify staff members about failure or success
Goals Tracking
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Each staff member has their own personal to do items board to increase productivity.
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Easily change todo status by the drag and drop.
Personal To Do List
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The customers area is fully separated from the admin area.
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Each customer has their own portal where they can keep track of all financial data from your company.
Customers Area
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Generate reports and have clear view of everything.
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Keep track of income vs. expenses and leads conversions.
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Knowledge base report included.
Reports
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Perfex CRM Web to Lead feature allows you to build a web form based on leads fields and custom fields to place it on your website, landing page, etc, as an iframe.
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The visitors can then enter their names, email addresses, upload attachments and other basic information, to create a lead directly in the CRM.
Web To Lead Forms
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Have clear view of all your company events upcoming invoice payments, contracts expirations, estimates expiration, tasks finish date, reminders.
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You'll never miss anything from the calendar
Calendar
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Use Contracts feature to lock in current and future sales.
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Easily create contract PDF and send the contract directly to the customer email.
Contracts
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Team Password Module is a self-hosted team
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password manager for companies to share passwords with there teams or clients.
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Each password will be encrypted
Password Management
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Spreadsheet Online Module is a powerful spreadsheet editor
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contemporary spreadsheet software like Excel.
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This module helps you reach your goals and lead you to make better decisions.
Online Spreadsheet Module
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Set a timer for you customers and leads
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create a timer for a future date, and eliminate the risk of forgetting.
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Delete the sending record and ensure the email is sent again; you might need continuity.
Mail Timer
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use repeatedly whenever you want.
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When sending emails from lists, select the template you created earlier
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avoid writing the same emails over again.
Email Automation
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Record and receive payments in different currencies.
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Auto generated PDF sent to customer.
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Ability to add partial payments to invoices is available.
Payments
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Spreadsheet Online Module is a powerful spreadsheet editor
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contemporary spreadsheet software like Excel.
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This module helps you reach your goals and lead you to make better decisions.
Online Spreadsheet Module
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Set a timer for you customers and leads
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create a timer for a future date, and eliminate the risk of forgetting.
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Delete the sending record and ensure the email is sent again; you might need continuity.
Mail Timer
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use repeatedly whenever you want.
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When sending emails from lists, select the template you created earlier and avoid writing the same emails over again.
Email Automation
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Comprehensive Chat Views
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Rich Messaging Details
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Client Support
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State Indicators
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Notification System
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Enhanced Interactivity
Chat Module
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HR Records is a human resource records system.
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The primary function is to provide a central database containing records for all employees past and present.
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Human resource records refers to the informational documents utilized by an organisation to carry out its functions.
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It represents the memory of organisation.
HR Records Module
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Accounting and Bookkeeping module for Perfex CRM - CodeCanyon Item for Sale
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Live Preview Screenshots
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Note: This is a module for Perfex CRM.
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Not a standalone script.
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recording and tracking financial inputting, sorting, measuring, and then communicating transactions Bookkeeping, or financial accounting purchases, sales, and receipts bookkeeper records and organizes all of the transactions
Accounting
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versatile appointment scheduling module
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easy integration
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Manage appointments, add staff as attendees, set subjects, descriptions, dates, and times
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Google Calendar and Outlook Calendar. create, update, or delete events right from the CRM.
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internal contacts, external contacts, or leads.
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user-friendly design
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Email and SMS Notifications,
Appointment MGMT:
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