Searching results ‘perfex’

Perfex MCP - AI Integration Bridge for Perfex CRM

Note: This is not a standalone application. This is a plugin for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use this plugin. Turn Perfex CRM into an AI-powered workspa...

Perfex MCP - AI Integration Bridge for Perfex CRM

Perfex CRM Chat

Perfex CRM Chat Module Real-Time Messaging, AI Chatbot, Video Calls & Live Support for your CRM The most complete communication add-on for Perfex CRM. Real-time staff chat, client messaging, group ...

Perfex CRM Chat

Document Builder for Perfex CRM

Note: This is not a standalone application. This is a plugin for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use this plugin. Branded invoices, estimates, proposals, an...

Document Builder for Perfex CRM

Van Sales for Perfex CRM - Mobile Inventory, Routes and Invoicing

Note: This is a module for Perfex CRM. It is not a standalone application and requires a working Perfex CRM installation. Van stock is held in Inventory Management module, so the Inventory Manageme...

Van Sales for Perfex CRM - Mobile Inventory, Routes and Invoicing

Flexible SKU Module for Perfex CRM

Note: This is not a standalone application. This is a plugin for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use this plugin. Flexible SKU for Perfex CRM A unique SKU a...

Flexible SKU Module for Perfex CRM

Performance Appraisal for Perfex CRM - Reviews, KRA & Competency

Note: This is a module for Perfex CRM. Not a standalone script. Brief description Performance Appraisal turns the yearly review from a spreadsheet exercise into a process your staff can actually fo...

Performance Appraisal for Perfex CRM - Reviews, KRA & Competency

Signing Request Module for Perfex CRM

Note: This is not a standalone application. This is a plugin for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use this plugin. Perfex already lets a customer sign a cont...

Signing Request Module for Perfex CRM

Custom Objects Module for Perfex CRM

Note: This is not a standalone application. This is a plugin for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use this plugin. You know Custom Fields. Now go beyond them...

Custom Objects Module for Perfex CRM

Perfex - Powerful Open Source CRM

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 ...

Perfex - Powerful Open Source CRM

Smart Page for Perfex CRM - Heatmaps, Funnels & Form Analytics

Note: This is a module for Perfex CRM. Not a standalone script. Brief description Smart Page brings website behaviour analytics inside Perfex CRM. You create a workspace per website, install its tr...

Smart Page for Perfex CRM - Heatmaps, Funnels & Form Analytics

Perfex CRM SaaS Module - Transform Your Perfex CRM into a Powerful Multi-Tenancy Solution

Turn Perfex CRM Into a Full SaaS Platform - In Minutes, Not Months Multi-Tenancy Module for Perfex CRM Transform your Perfex CRM installation into a powerful multi-tenancy platform effortlessly wit...

Perfex CRM SaaS Module - Transform Your Perfex CRM into a Powerful Multi-Tenancy Solution

Perfex CRM Guardian

CRM Health & Follow-Up Guardian for Perfex CRM Rescue Follow-Ups, Fix CRM Data, Review Duplicates, Watch Tickets, Contracts & Setup Health A practical CRM health module for Perfex CRM. CRM Guardian...

Perfex CRM Guardian

Temp Staffing for Perfex CRM - Jobs, Shifts and Timesheet Billing

Note: This is a module for Perfex CRM. Not a standalone script. Brief description Temp Staffing Management runs the whole temporary-staffing cycle inside Perfex CRM. A customer request becomes a Jo...

Temp Staffing for Perfex CRM - Jobs, Shifts and Timesheet Billing

Flexform - Perfex Form Builder

Note: This is not a standalone application. This is a plugin for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use this plugin. Have you been wondering how not to show so...

Flexform - Perfex Form Builder

Custom Links for Perfex CRM

This is a module for Perfex CRM Custom links module allows you to add custom menu items in main menu and setup menu of Perfex CRM. It is small module helpful add quick bookmarks or your custom link...

Custom Links for Perfex CRM

Kavach – Security Bundle for Perfex CRM

Note: Kavach is a security bundle add-on for Perfex CRM. It is not a standalone script and requires Perfex CRM to function. Overview Kavach – Security Bundle for Perfex CRM is a comprehensive colle...

Kavach – Security Bundle for Perfex CRM

Inventory Management module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script. Brief description Inventory Management Module is a tool that allows you to track goods across your business’s supply chain. It optimi...

Inventory Management module for Perfex CRM

Deal Rooms Module for Perfex CRM

Note: This is not a standalone application. This is a plugin for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use this plugin. Stop sending an attachments and proposal l...

Deal Rooms Module for  Perfex CRM

Language Translations for Perfex CRM

This is a module for Perfex CRM Language translation editor allows you to edit any of translation from within the setup menu or perfex crm. Now you dont have to open code files again to change any ...

Language Translations for Perfex CRM

Appointly - Perfex CRM Appointments

Appointly – Advanced Appointments Module for Perfex CRM Appointment scheduling for Perfex CRM with Google Calendar, Outlook, built-in REST API, and analytics dashboard. NOTE: This is not a standalo...

Appointly - Perfex CRM Appointments

Temporary Access Module for Perfex CRM

Note: This is a security module for Perfex CRM. It is not a standalone script and requires Perfex CRM to function. Overview The Temporary Access Module for Perfex CRM allows authorized staff member...

Temporary Access Module for Perfex CRM

Team Password for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script. Team Password Module is a self-hosted team password manager for companies to share passwords with their teams or clients. Every passw...

Team Password for Perfex CRM

Accounting and Bookkeeping module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script. Brief description Accounting is the process of recording and tracking financial statements to see the financial health of an entity. ...

Accounting and Bookkeeping module for Perfex CRM

Purchase Management module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script. Brief description Purchase Management Module is an automated tool that enables companies and buyers to automate their entire procurem...

Purchase Management module for Perfex CRM

Spreadsheet Online for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script. Brief description Spreadsheet Online module brings a full-featured spreadsheet editor directly into your Perfex CRM, so your team can...

Spreadsheet Online for Perfex CRM

WooCommerce Module for Perfex CRM

Version 3 is here. We’ve been listening. To everyone who waited: thank you. Version 3 is a complete rebuild that addresses what you told us in the comments and reviews. Real-time updates, proper mu...

WooCommerce Module for Perfex CRM

Staff Workload for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script. Brief description Staff Workload Module is a process of distributing work among employees and monitoring people’s utilization over ti...

Staff Workload for Perfex CRM

Risk Management for Perfex CRM - ERM Register, KRI Alerts & Heatmap

Note: This is a module for Perfex CRM. Not a standalone script. Brief description Risk Management brings enterprise risk governance inside Perfex CRM. Risks live in a central register with an owner...

Risk Management for Perfex CRM - ERM Register, KRI Alerts & Heatmap

Workflow Automation module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script. Brief description Workflow Automation module is a powerful and intelligent extension designed to streamline business processes, reduc...

Workflow Automation module for Perfex CRM

HR Records module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script. Brief description HR Records is a human resource records system. The primary function is to provide a central database containing rec...

HR Records module for Perfex CRM

Marketing Automation module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script. Brief description Marketing Automation Module automates marketing actions or tasks, streamlines marketing workflows, and measures the...

Marketing Automation module for Perfex CRM

Mention and Tag for Perfex CRM

Note: 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 usi...

Mention and Tag for Perfex CRM

Perfex CRM Office Theme

NOTE: This is not a standalone theme, the theme module requires Perfex CRM application installed, this is a theme module for Perfex CRM minimum 3.0.0 version Description: Modern and futuristic new ...

Perfex CRM Office Theme

Deals Management for Perfex CRM

Note: This is a module for Perfex CRM . This is Not a standalone script. Get an overview of deals in a week, month, and deals in the last 30 days. Assign Tasks, Products, Files, and Users for each ...

Deals Management for Perfex CRM

HR Payroll module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script. Brief description HR Payroll module allows you to pay your employees quickly and correctly every time you run payroll. The right syst...

HR Payroll module for Perfex CRM

Lead Manager Module for Perfex CRM

This is a module for Perfex CRM Demo:Click here Lead manager module allowing various calling methods to connect with the Perfex core leads using latest tools. Unlike manual calling and storing data...

Lead Manager  Module for Perfex CRM

Products and services for Perfex CRM

Note: This is a module for Perfex CRM (at least v3.2.1), not a standalone script. Perfex CRM that can be purchased here Brief description This module allows you to sell products in perfex using str...

Products and services for Perfex CRM

Recruitment Management module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script. Brief description Recruitment Module for Perfex CRM, is a set of tools designed to automate and manage your organization’s recruiting...

Recruitment Management module for Perfex CRM

Project Templates for Perfex CRM

This is a module for Perfex CRM Project templates modules allows you to create templates for your regular projects instead of filling all data everytime and create project from template. Features C...

Project Templates for Perfex CRM

TrackChat - Inbox for Perfex CRM with AI Agents

Important: TrackChat is a module that runs inside Perfex CRM - not a standalone application. You need an existing install of Perfex - Powerful Open Source CRM to use it. Stop Losing Leads Hidden in...

TrackChat - Inbox for Perfex CRM with AI Agents

Digital Contracts for Perfex CRM - Clause Library & Electronic Signature

Note: This is a module for Perfex CRM. Not a standalone script. Brief description Digital Contracts module brings the whole contract lifecycle into Perfex CRM. Build a library of approved clauses, ...

Digital Contracts for Perfex CRM - Clause Library & Electronic Signature

Approval Workflow Module for Perfex CRM

Important: ApprovalFlow is a module that runs inside Perfex CRM - not a standalone application. You need an existing install of Perfex - Powerful Open Source CRM to use it. ApprovalFlow - the appro...

Approval Workflow Module for Perfex CRM

Instance Migrator - Perfex CRM Migration Tool

Instance Migrator – Perfex CRM Migration Tool Secure, reliable, and flexible migration for Perfex CRM SaaS tenants and standalone installations. Export, import, clone, and transfer Perfex CRM data ...

Instance Migrator - Perfex CRM Migration Tool

Cost Management for Perfex CRM - Budget Planning & Approval Workflow

Note: This is a module for Perfex CRM. Not a standalone script. Brief description Cost Management module turns Perfex CRM into a financial control center for planning, allocating, tracking, analyzi...

Cost Management for Perfex CRM - Budget Planning & Approval Workflow

PWA & Push Notifications Module for Perfex CRM

Note: This is a add-on module for Perfex CRM. It is not a standalone script and requires Perfex CRM to function. Overview The PWA & Push Notifications Module for Perfex CRM transforms your CRM into...

PWA & Push Notifications Module for Perfex CRM

PrediX - AI Module For Perfex CRM

NOTE: This is not a standalone script. This add-on requires Perfex CRM. NOTE: OpenAI-compatible API key is required (OpenAI, DeepSeek OpenAI-compat, and other compatible gateways). Need help before...

PrediX - AI Module For Perfex CRM

Sales Commission Program for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script. Brief description A commission program is the variable component of a total sales compensation package – and it is what keeps a sales...

Sales Commission Program for Perfex CRM

File Sharing module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script. Brief description File Sharing is an online file sharing platform that can be used to share multiple files among clients, partners an...

File Sharing module for Perfex CRM

Document Management module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script. Brief description Document Management Module is a digital solution that helps organizations process, capture, store, manage and track...

Document Management module for Perfex CRM

Manufacturing Management module for Perfex CRM

Note: This is a module for Perfex CRM and must install with the INVENTORY MANAGEMENT MODULE (from version 1.2.5) to manage inventory of raw materials & products and the PURCHASE MANAGEMENT MODULE. ...

Manufacturing Management module for Perfex CRM

Flexible Backup and Restore Module for Perfex

Note: This is not a standalone application. This is a plugin for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use this plugin. Brief description Your Perfex isn’t really...

Flexible Backup and Restore Module for Perfex

Perfex Zoom Meeting Module

Perfex Zoom Meeting Module Note: This is not a standalone script; it requires PerfexCRM installed, as this is a module for PerfexCRM. Watch Video Demo: Username: [email protected] Password: test Featu...

Perfex Zoom Meeting Module

PDF Customizer module for Perfex CRM

Customize and style Perfex PDFs Our module helps you customize Proposals, Estimates, Invoices, Credit Notes, Payments and Contracts’ PDFs sent to your customers! This module fulfills the long-await...

PDF Customizer module for Perfex CRM

Timesheets and Leave Management module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script. Brief description Timesheets & Leave Management module is a complete online time and attendance solution for employee time tracking, ...

Timesheets and Leave Management module for Perfex CRM

Work Orders for Perfex CRM

Workorders Module for Perfex CRM - Complete Estimate to Invoice Workflow The Workorders Module is a powerful extension for Perfex CRM that bridges the gap between estimates and invoices. It gives y...

Work Orders for Perfex CRM

Task Templates for Perfex CRM

This is a module for Perfex CRM Task templates modules allows you to create templates for your tasks. So you dont have to fill all information again while creating task. Just select template add a ...

Task Templates for Perfex CRM

FlexAcademy - Perfex Learning Management System

Note: This is not a standalone application. This is a plugin for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use this plugin. FlexAcademy – Online Courses & Staff Train...

FlexAcademy - Perfex Learning Management System

Webhooks Automation Module for Perfex CRM

Automate workflows and integrate apps seamlessly with Perfex Our module allows you to exchange realtime information between Perfex and every other service that supports webhooks, making possibiliti...

Webhooks Automation Module for Perfex CRM

Staff Leaderboard Arena Module For Perfex CRM - Staff Performance Arena

Note:This Add-on script is a Module for Perfex CRM Brief Description “ The Staff Leaderboard Arena ” is a native Perfex CRM module that turns everyday CRM activity into a friendly, measurable team ...

Staff Leaderboard Arena Module For Perfex CRM - Staff Performance Arena

Service Management module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script. Brief description Service Management Module consists of the processes and activities that help you track, record, and manage your ser...

Service Management module for Perfex CRM