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,…
Tag: perfex crm
Perfex CRM Chat
NOTE: This is not a standalone chat, the chat requires Perfex CRM application installed, this is a module for Perfex CRM. Perfex CRM Chat a real time experience add on for Perfex CRM build in PHP, JavaScript and jQuery and uses Pusher API for communication and collaboration between staff colleagues and clients. The module uses…
Account Planning module for Perfex CRM – Strategic planning for your clients
Note: This is a module for Perfex CRM. Not a standalone script. Brief description 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…
Business Process Modelling 1.0.6. module for Perfex CRM
BPMN is a process and decision-making module, it allows you to create professional-looking business process modeling diagrams. The primary goal of BPMN module is to provide a notation that is readily understandable by all business users, from the business analysts that create the initial drafts of the processes, to the technical developers responsible for implementing…
Whiteboard module 1.0.4 for Perfex CRM
With whiteboard you can sketch ideas and meetings with whiteboard-style. and simple-to-use digital whiteboard built to help you collaborate with others any time, anywhere. Makes Review or Revision of meetings More Convenient/li> Makes It Easier for Teams to manage meetings Makes the meeting Process More Fun Brings Convenience and Flexibility in Perfex crm Try the…
Bookmarks for Tasks – Perfex CRM module to organize your tasks in bookmarks
Note: This is a module for Perfex CRM. Not a standalone script. Brief description Tasks Bookmark module for Perfex CRM, helps you categorize your tasks in Bookmark lists, so they can be easily grouped/searched and prioritized. Here’s how it works: Once module is activated, a new menu item will appear at the right column of…
OKRs – Objectives and Key Results for Perfex CRM
Note: 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…
Staff Outsourcing & Resources Booking for Perfex CRM – Outsource your employees
Note: This is a module for Perfex CRM. Not a standalone script. Brief description Staff Outsource and Resources Booking module for Perfex CRM, helps companies to outsource their staff members’ time, by providing an efficient way of managing their outsourced resources inside Perfex’s admin interface. Here’s how it works: Once module is activated, a new…
Ultimate Green Theme – Perfex Theme CRM
Note: This is not a standalone script. It is a frontend theme for Perfex CRM. Perfex can be purchased here. Admin credentials DEMO Login: demo@demo.com Pass: demo123 Client credentials DEMO Login: clientdemo@demo.com Pass: demo123 Great Green design for your Perfex CRM. Modern visual elements, animation effects and much more make up our additional design module…
Products and services for Perfex CRM
Note: This is a module for Perfex CRM. Not a standalone script. Perfex CRM that can be purchased here Brief description 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…