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...
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...
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...
Zapier module for Perfex CRM - Workflow Automation
Connect Perfex with Zapier Our module offers a complete automation connection service between Perfex and Zapier. It allows you to implement your own third party service connections (Zaps) by using ...
Workflow Rules and Automation 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. Are you wondering how you can Empower your...
Dunning, A/R Aging & Collections Automation for Perfex CRM
NOTE: This is a module for Perfex CRM. It is not a standalone script. Dunning, A/R Aging & Collections Automation for Perfex CRM Stop chasing overdue invoices manually. LenzDunning turns Perfex CRM...
Custom SMS & Email Notifications Automation for Perfex CRM
VERSION 2.3.6 Released NEW – Enable WhatsApp for SMS (Twilio; built-in Perfex SMS not used when enabled) NEW – Send Test WhatsApp for validation before production NEW – WhatsApp delivery badges opt...
Advanced Automation Manager for Perfex CRM
Advanced Automation Manager for Perfex CRM – Optimize Your Task Workflow Disclaimer Please note that the Advanced Automation Manager module is designed exclusively for use with Perfex CRM and is no...
Mailbox - Webmail Client & Email Automation Module for Perfex CRM
VERSION 2.3.1 Released ⚡ NEW – Smart CRM Auto-Link – Incoming Mail Files Itself to the Right Customer or Lead NEW – Sender Context Sidebar – Invoices, Balance, Tickets and History Beside Every Ema...
SMSFlow - Queue, Automation & Bulk SMS for Perfex CRM
Important: This is an add-on module for Perfex CRM . It is not a standalone application. SMSFlow – Queue, Automation & Bulk SMS for Perfex CRM SMSFlow adds reliable SMS sending, automation and camp...
Perfex SaaS Bundle - Multi-Tenancy & Automation
Everything you need to launch and manage your SaaS business in Perfex CRM This bundle is designed to offer a comprehensive collection of Business Modules that can be integrated in Perfex in order t...
ReportPlus - Effortles Automated Reporting Module for Perfex CRM
NOTE: This is not a standalone module, the module requires Perfex CRM application installed, this is a module for Perfex CRM. NOTE: Please feel free to contact us at [email protected] for a...
Telegram Smart Notifications & Automation Center for Perfex CRM
Telegram Automation for Perfex CRM Telegram Automation for Perfex CRM turns your Perfex CRM into a real-time Telegram notification and automation hub. Send instant CRM alerts to Telegram users, gro...
Project Roadmap with Reporting & Workflow Automation module for Perfex CRM Projects
Latest Release ⚡ NEW – Gantt Chart with Dependencies and Subtasks NEW – Kanban Board (Drag & Drop) NEW – Calendar View (iCal, Google Calendar, Outlook) NEW – List View (Overview, Charts, Members, ...
Mautic - Automated Marketing Tool For Perfex CRM
Note: This is a Marketing Campaign module for PerfexCRM Mautic (Version 3.0 above supported)- Automated Marketing Tool For Perfex CRM This is a plug n play module Your CRM will still play an import...
Human Resources Management (HRM) & Workforce Automation module for Perfex CRM
NEW VERSION Released ⚡ NEW – Performance Management with Reviews & Goals (OKRs/KPIs) NEW – Learning Paths & Course Enrollment NEW – Employee Engagement Surveys & 1:1 Meeting Notes NEW – HR Documen...
WhatsApp Official Cloud API Chat & Marketing Automation module for Perfex CRM
Automate WhatsApp messages and marketing campaigns directly from Perfex Our module is designed to enhance the communication experience between staff members and clients of your CRM. It offers a dir...
FexCall – Smart AI Call Assistant & Lead Automation Module for Perfex CRM
Note: This is not a standalone module. It requires the Perfex CRM application, which can be purchased here. FexCall AI – Advanced Voice Assistant & Campaign Automation for Perfex CRM FexCall AI is ...
Perfex CRM Webhooks & n8n Automation Module – Real-Time Workflow Integration
Perfex CRM Webhooks & n8n Automation Module – Real-Time Workflow Integration VERSION 1.0.0 – Released November 2024 Initial release - Real-time webhook triggers for Perfex CRM with n8n integration,...
REST API module for Perfex CRM - Connect Apps and Automate Workflows with third party applications
Latest version: The AI-Ready Release NEW – ⭐ MCP Server: 148 CRM tools for AI Agents (Claude, ChatGPT, Cursor, n8n) NEW – ⭐ Webhooks 2.0: 124 events, async delivery with retries, HMAC-signed requ...
Facebook & Instagram Leads Synchronization module for Perfex CRM - Marketing Automation for Meta Ads
Latest Release Features ⚡ NEW – Instagram Lead Ads Support (same setup, automatic!) NEW – Per-Page Lead Assignment (different staff per page) NEW – 5-Step Setup Wizard (no coding, guided setup) NE...
Project Management and Automation Bundle Modules for Perfex CRM
Note: This is a Bundle Modules Only works for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use the plugins in this Bundle. Note: This is a Bundle Modules Only works for ...
Scheduled Maintenance Mode 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 Scheduled Maintenance Mode for Perfex CRM allows administrators to pl...
WHMCS Connector & Smart Data Synchronization for Perfex CRM
⚡ Sync WHMCS with Perfex Connect your billing system with Perfex CRM. Import Customers, Contacts & Invoices into Perfex with just a click or via automated CRON jobs. Maintain data consistency acro...
WhatsBot - WhatsApp Marketing, Bot, Chat & AI Personal Assistant Module for Perfex CRM
Version 5.0.1 Released Click HERE to view the Changelog Ensure you have the latest and greatest version to take full advantage of these improvements. Note: This is not a standalone application. Thi...
Perfex AiWriter - AI Content Generator And AI Ticket Reply Module
Disclaimer: Please note that to utilize the AI Writer service provided by OpenAI, an extra fee for OpenAI is required. For more information, please visit this link Perfex AiWriter – OpenAI Base Con...
FlexiNote - Notes & Sticky Notes for Perfex CRM
Note: This Add-on functions as a module for Perfex CRM Click here to view the Changelog & Tasks in Progress FlexiNote is the fastest way for staff to create floating notes anywhere inside Perfex CR...
Wallet Module for Perfex CRM - Smart Invoice Payment
Wallet Module for for Perfex CRM ! Our Wallet Module for Perfex CRM introduces an automated system that seamlessly handles overdue invoices. Enjoy hassle-free, timely payments, ensuring uninterrupt...
AI Assistant Module For Perfex CRM
AI Document Scanner & Data Entry Automation for Perfex CRM Turn invoices, receipts, business cards, and company documents into ready-to-review Perfex CRM records. AI Assistant for Perfex CRM helps ...
PulseChat - OmniChannel AI Customer Service module for Perfex CRM
OmniChannel AI Customer Service for Perfex CRM Turn Perfex into an AI‑powered omnichannel inbox. WhatsApp, Telegram, Email & more – all in one place, super‑charged by ChatGPT & Claude. NEW – Multi‑...
QuickBooks Integration module for Perfex CRM - Sync Invoices, Payments & Expenses
Automate bookkeeping and reduce manual data entry effortlessly Our Quickbooks Integration module allows you to automatically synchronize your Invoices/Payments/Expenses with QuickBooks. It uses one...
Perfex CRM Chat & Tickets App for Support Board
Perfex CRM App for Support Board Allow your customers to connect with your Perfex staff in real-time with a chat, and save time with a smart bot that provides automated answers to the client’s ques...
WooCommerce for Perfex CRM - WooSync Orders, Customers & Invoices Sync
Note : This Add-on functions as a module for Perfex CRM Live Demo: Click here to view the Changelog & Tasks in Progress Gallery powered by MTMedia: One-click automated screenshots for Envato author...
WhatsApp Chat Module - Internal Client & Staff Support for Perfex CRM
Engage Clients and Team via WhatsApp in Perfex This module allows you to integrate the famous WhatsApp contact button, onto your Customers Area> and/or Administration area of Perfex CRM. Documentat...
Iyzipay Payment Gateway for Perfex CRM
Note: This is a payment gateway module for Perfex CRM. It is not a standalone script . You must have Perfex CRM installed. Accept Payments with Iyzipay/Iyzico in Perfex CRM This module enables seam...
Google Workspace Integration module for Perfex CRM - Google Drive, Sheets, Docs, Forms & Slides
Work with your Google Workspace files without leaving your CRM Our innovative module enables seamless two-way synchronization between specific Google Workspace services and Perfex, empowering you t...
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...
PolyCMS – CMS & Website Builder Module for Perfex CRM
Note: This Add-on functions as a powerful full-system CMS module for Perfex CRM - transforming Perfex from a traditional CRM into a complete CMS and website management platform. Click here to view ...
WordFex - Smart WordPress to Perfex CRM Integration
Seamlessly sync WordPress data with Perfex CRM This WordPress plugin automatically syncs new user signups from your WordPress or WooCommerce site directly into Perfex CRM Leads or Customers Once it...
FormSync – Connect Google, Webflow, Framer, Tally, Typeform & Gravity Forms to Perfex CRM
Live Demo: Login Credentials: Username: [email protected] Password: Demo@2026 Connect Any Form to Perfex CRM. Instantly. FormSync is the most complete form integration module for Perfex CRM. Connect f...
Customer Service Management module for Perfex CRM
Note: This is a module for Perfex CRM. Not a standalone script. Brief description Customer Service Management Module is a comprehensive suite of tools that businesses use to streamline and enhance ...
Testimonials and Reviews 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. Customer testimonials are more than just f...
GoCardless Payment Gateway Integration for Perfex CRM
Accept GoCardless Payments Directly in Perfex CRM This module enables you to receive payments from Perfex CRM’s invoices, straight at your GoCardless account, through Direct Debit. Invoices & Subsc...
Policy and Claims Management for Perfex CRM
Policy & Claims Management for Perfex CRM Policy & Claims Management for Perfex CRM is a powerful module designed for insurance agencies and agents to efficiently manage insurance policies, claims,...
API Integration Manager 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 API Integration Manager (AIM) Module for Perfex CRM delivers a complete...
Advanced Task Filters & Smart Workflow for Perfex CRM
Filter, sort, and prioritize your tasks effortlessly This module allows you to create dynamic filters on task’s level, including any potential reporting you need for your personal or corporate use....
Gym Management Module for Perfex CRM
Note: This is a module designed for Perfex CRM. It is not a separate script. Description The Gym Management module transforms your Perfex CRM into a powerful fitness business management system. It ...
Password Rotation & Expiry – Security Module for Perfex CRM
Note: This is an add-on module for Perfex CRM. It is not a standalone script and requires Perfex CRM to function. Overview The Password Rotation Module for Perfex CRM helps administrators enforce s...
Zoom Meeting Manager
NOTE: This is not a standalone module, the module requires Perfex CRM application version 3.0.0+ installed.Introduction to Zoom Meetings Manager – Advanced Zoom API module for Perfex CRMOne Zoom gl...
FlagGuard — Rule Engine & Smart Alerts for Perfex CRM
Important: FlagGuard 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. FlagGuard - the rule engine...
Custom SMS Gateway module for Perfex CRM
Add Custom SMS Gateways to Perfex This is a groundbreaking module, developed to empower CRM webmasters with unparalleled flexibility in integrating SMS gateways of their choice. Unlike the standard...
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 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...
XERO module for Perfex CRM - Synchronize Invoices, Payments
Note: This is a module for Perfex CRM. Integration with Xero Integrating Xero with Perfex provides comprehensive insight into your business operations, facilitating identification of areas for enha...
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MTMedia | 1 Click Automated Web Recording and Product Screenshot Suite for Windows and macOS
Stop rebuilding screenshots and demo media every time your web product changes. MTMedia is a modern cross-platform desktop automation and media production suite for Windows and macOS, built specifi...
Staff Outsourcing & Smart Resources Booking module for Perfex CRM - Outsource your employees
Advanced Staff Management for Perfex CRM Our module helps companies to outsource their staff members’ time, by providing an efficient way of managing their outsourced resources inside Perfex’s admi...
Paddle Payment Gateway for Perfex CRM
Note: This is a payment gateway module for Perfex CRM. It is not a standalone script . You must have Perfex CRM installed. Accept Payments with Paddle in Perfex CRM This module enables seamless int...
AttendMaster – Enterprise Attendance & Payroll Suite for Perfex CRM
Note: This is a module designed for Perfex CRM. It is not a standalone script. Description AttendMaster is a powerful enterprise-grade attendance and staff management module for Perfex CRM. It enab...
Custom JavaScript module for Perfex
Customize Perfex CRM with Your JavaScript Code This module that allows you to integrate your custom JavaScript code, onto your Customers Area and/or Administration area of Perfex CRM. Demo Since ea...
Fixed Equipment Management module for Perfex CRM
Note: This is a module for Perfex CRM. Not a standalone script. Brief description Fixed Equipment Management Module helps in the management of the assets, improves efficiency and help in financial ...
