Searching results ‘perfex document’

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

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

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

Steward AI | Perfex CRM AI Agent - PHP Script With Approval Queue

AI declaration: AI tools were used to assist with parts of the code, documentation and graphics of this item. The author directed, reviewed and tested every part before release. The module itself u...

Steward AI | Perfex CRM AI Agent - PHP Script With Approval Queue

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

Multichannel Two Factor Authentication for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script. This module requires an additional hook for perfex crm, please read the documentation for details Brief description Multichannel Two ...

Multichannel Two Factor Authentication for Perfex CRM

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...

Dunning, A/R Aging & Collections Automation for Perfex CRM

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...

WhatsApp Chat Module - Internal Client & Staff Support for Perfex CRM

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 ...

AI Assistant Module For Perfex CRM

Event Management & Ticket Booking Module for Perfex CRM with Attendees and Check-in

Event Management & Ticket Booking Module for Perfex CRM A complete event management solution built specifically for Perfex CRM. This module allows you to create events, sell tickets, manage attende...

Event Management & Ticket Booking Module for Perfex CRM with Attendees and Check-in

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

ServiceDesk - Repair & Work Order Manager for Perfex CRM

ServiceDesk – Repair & Work Order Manager for Perfex CRM ServiceDesk is a flexible repair, service job, and work order management module for Perfex CRM. It helps businesses manage customer repair r...

ServiceDesk - Repair & Work Order Manager for Perfex CRM

Media Library & File Manager for Perfex CRM

Media Library for Perfex CRM Note: This is a module for Perfex CRM . This is Not a standalone script.The module adds a centralized file manager for images and common documents without modifying any...

Media Library & File Manager for Perfex CRM

Appointment Module for Perfex CRM

This is a module for Perfex CRM Demo: Click Here Appointment Module for Perfex CRM The Appointment Manager is a module for Perfex CRM designed to streamline the scheduling process by incorporating ...

Appointment Module for Perfex CRM

MailChimp Module for Perfex CRM

This is a module for Perfex CRM Demo:Click here Module configuration document attached with module zip Mailchimp module allows for integration of Mailchimp email marketing platform with Perfex CRM....

MailChimp Module for Perfex CRM

Recurring Payments and Dunning for Perfex CRM

Perfex creates the invoice. It does not take the money. Perfex CRM’s own documentation says it plainly: a recurring invoice is used only to re-create the invoice on a specific date. The document go...

Recurring Payments and Dunning for Perfex CRM

PEPPOL Integration Module for Perfex CRM

PEPPOL Network Integration for Perfex CRM – Complete EU E-Invoicing Solution Transform Your Invoicing with PEPPOL Compliance Upgrade your Perfex CRM with a professional, enterprise-grade PEPPOL e-i...

PEPPOL Integration Module for Perfex CRM

Perfex CRM Flat Admin Theme - Clean & Smart Admin Interface

Perfex Admin Theme for a Smarter Backend Flat admin theme for Perfex CRM, redesigns the backend’s experience by adding flat aesthetics at your staff’s interface. Demo website Since the best way to ...

Perfex CRM Flat Admin Theme - Clean & Smart Admin Interface

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

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...

Telegram Smart Notifications & Automation Center for Perfex CRM

Flutterwave Payment Gateway for Perfex CRM

Note: This is a payment gateway module for Perfex CRM. Not a standalone script. Perfex CRM that can be purchased here Brief description RAVE BY FLUTTERWAVE Payment Gateway for Perfex CRM, is a modu...

Flutterwave Payment Gateway for Perfex CRM

FlexVisual — AI Visual Collaboration Boards 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 brainstorms, workshops, and client pl...

FlexVisual — AI Visual Collaboration Boards for Perfex CRM

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...

MTMedia | 1 Click Automated Web Recording and Product Screenshot Suite for Windows and macOS

Flexi File Manager 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. Have you been looking for a smarter way to...

Flexi File Manager Module for Perfex

ScreenCapture – Screen Capture, Recording & Annotation Module for Perfex CRM

Note: ScreenCapture is an add-on module for Perfex CRM. It is not a standalone application and requires Perfex CRM to operate. Overview ScreenCapture brings a complete screen capture and visual doc...

ScreenCapture – Screen Capture, Recording & Annotation Module for Perfex CRM

Wasabi Cloud Storage Integration for Perfex CRM

Note: This is a cloud storage integration module for Perfex CRM. It is not a standalone script. You must have Perfex CRM installed. Wasabi Cloud Storage Integration for Perfex CRM This powerful mod...

Wasabi Cloud Storage Integration for Perfex CRM

Cashfree Payment Gateway Module For Perfex CRM

Note:This Module is for Perfex CRM Brief Description “Cashfree Payment Gateway (India)”, this module can be use in Perfex CRM to allow Perfex CRM users to pay their invoices via Cashfree Payments P...

Cashfree Payment Gateway Module For Perfex CRM

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...

FlexiNote - Notes & Sticky Notes 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

Facebook Pixel Integration module for Perfex CRM - Smart Conversion Tracking

Integrate Facebook Pixel Seamlessly in Perfex CRM This module allows you to integrate your Pixel service, onto your Customers Area and/or Administration area of Perfex CRM. Documentation Compatibil...

Facebook Pixel Integration module for Perfex CRM - Smart Conversion Tracking

TayBetterSMS For PerfexCRM

Note: This is a module for Perfex CRM. Description This module allows you to add 3 new SMS triggers to Perfex CRM that will be used to send SMS notifications to contacts on creation of Invoice, Pro...

TayBetterSMS For PerfexCRM

Dynamic CRUD & Form Builder 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 Dynamic CRUD & Form Builder for Perfex CRM introduces a flexible, no-co...

Dynamic CRUD & Form Builder for Perfex CRM

Knowledge Base Advancements Module for Perfex CRM

Note: This is a module for Perfex CRM, not a standalone script. This module works best on Perfex CRM version 3.2.1 and later. This module may not work if you are using Perfex CRM as a SaaS service....

Knowledge Base Advancements Module for Perfex CRM

Skrill Payment Gateway Integration for Perfex CRM

Accept Skrill Payments Directly in Perfex CRM This module enables you to receive payments from Perfex CRM’s invoices, straight at your SKRILL account. Documentation Set-up You will not need any cod...

Skrill Payment Gateway Integration for Perfex CRM

Live Chat module for Perfex CRM - Smart Customer Support

Add your custom Chat service code in Perfex This module allows you to integrate your Live Chat service, through almost every chat provider, onto your Customers Area and/or Administration area of Pe...

Live Chat module for Perfex CRM - Smart Customer Support

Invoice Builder module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script. Brief description Invoice Builder Module helps you create beautifully designed invoices for your goods or services. Module Features T...

Invoice Builder module for Perfex CRM

KRA eTIMS Integration Module for Perfex CRM – Kenya Tax Invoice Compliance

KRA eTIMS Integration for Perfex CRM – Auto Submit & Validate Invoices Make Perfex CRM fully ready for KRA eTIMS compliance. This powerful module enables businesses in Kenya to submit invoices and ...

KRA eTIMS Integration Module for Perfex CRM – Kenya Tax Invoice Compliance

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

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 ...

PolyCMS – CMS & Website Builder Module for Perfex CRM

E-Invoicing - European Compliant Invoicing 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 be aware that our E-Invoicing module is currently under de...

E-Invoicing - European Compliant Invoicing For Perfex CRM

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...

Staff Outsourcing & Smart Resources Booking module for Perfex CRM - Outsource your employees

myPOS Payment Gateway Integration for Perfex CRM

Accept myPOS Payments Directly in Perfex CRM This module enables you to receive payments from Perfex CRM’s invoices, straight in your myPOS.com account. Compatibility Our module is 100% compatible ...

myPOS Payment Gateway Integration for Perfex CRM

Chat Support Module - WhatsApp, Messenger & Viber Integration for Perfex CRM

Provide Seamless Multi-Channel Support in Perfex This is only needed module for all your support efforts! By using it, you enable your customers or staff members, to directly contact you through al...

Chat Support Module - WhatsApp, Messenger & Viber Integration for Perfex CRM

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...

Custom JavaScript module for Perfex

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 Product Gallery & Demo Previews powered by MTMedia – 1-Click Automated Web Re...

WooCommerce for Perfex CRM - WooSync Orders, Customers & Invoices Sync

Google Analytics Integration module for Perfex CRM - Smart Traffic Insights

Integrate Google Analytics Directly in Perfex CRM This is a module that allows you to integrate your Google Analytics service, onto your Customers Area and/or Administration area of Perfex CRM. Dem...

Google Analytics Integration module for Perfex CRM - Smart Traffic Insights

Export Customer Details (KYC Compliance) Module for Perfex CRM

Note:This Module is for Perfex CRM Brief Description “ Export Customer Details (KYC Compliance) ”, this module can be use in Perfex CRM to add extra features for clients management. You can map upl...

Export Customer Details (KYC Compliance)  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

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

Xero Integration module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script. Brief description Xero Integration Module seamlessly integrates with Xero to enable real-time, two-way synchronization of essential b...

Xero Integration module for Perfex CRM

Zoho Integration module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script. Brief description Zoho Integration Module seamlessly integrates with Zoho to enable real-time, two-way synchronization of essential b...

Zoho Integration module for Perfex CRM

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...

Facebook & Instagram Leads Synchronization module for Perfex CRM - Marketing Automation for Meta Ads