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...
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...
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 - 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 ...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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 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...
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...
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...
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 ...
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 ...
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, ...
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...
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...
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...
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...
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 ...
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...
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. ...
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...
StyleFlow - Invoice Templates For Perfex CRM
NOTE: This module is an extension for Perfex CRM and requires Perfex CRM to be installed. StyleFlow, an innovative module for Perfex CRM, revolutionizes the way businesses present their invoices. W...
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...
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...
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...
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...
Appointment Booking for Perfex CRM - Online Scheduling & Client Portal
Note: This is a module for Perfex CRM. Not a standalone script. Brief description Appointment Booking Management handles appointments for your internal teams, your customers and your partners, insi...
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...
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...
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...
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...
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...
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...
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 ...
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...
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...
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...
Custom Data Tables for Perfex CRM
Build custom data structures with ease Our module is designed to empower you with unparalleled flexibility and control over your CRM data, being a game-changer for businesses of all sizes. Key Feat...
Staff Approvals Management For Perfex CRM
NOTE: This module is an extension for Perfex CRM and requires Perfex CRM to be installed. Approvify is the ultimate solution to efficiently manage staff approvals within Perfex CRM. It offers a com...
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...
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...
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...
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...
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. ...
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 ...
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...
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...
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...
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 ...
Advanced Email System for Perfex CRM
Send emails securely from individual SMTP accounts without conflicts or confusion Our module enables the ability to have independent SMTP email account settings for staff members! Its functionality...
Add-on Statuses Module for Perfex CRM
Note:This Module is for Perfex CRM Latest Version: 1.1.0 Brief Description “Add-on Statuses”, module can be use in Perfex CRM to Extends its default Project and Task statuses. “Add-on Statuses” all...
