Preview: Business Tools Modules Bundle for Perfex CRM
Table of Contents
Perfex Business Tools Modules Bundle
Note: This is a bundle of modules for Perfex CRM.
The Perfex Business Tools Modules Bundle is designed to offer a comprehensive collection of Business Modules that can be integrated in Perfex in order to meet the most common business needs for businesses that use Perfex as their CRM solution.
This bundle is regularly updated and upon purchasing it, you will receive LIFETIME updates and LIFETIME access to new bundle modules that will be added.
Unlock the full potential of Perfex CRM with the our bundle. Purchase it now and take your business to new heights!
Why Choose Perfex Business Tools Modules Bundle?
1. Cost-Effective Solution
Save dollars with this exclusive bundle, offering a significant discount compared to purchasing individual modules separately.
2. Enhanced Functionality
Provides a combination of business actions which make an awesome total result for efficiency and effectiveness in business operations.
3. Seamless Integration
Our modules seamlessly integrate with Perfex CRM, ensuring a smooth and hassle-free user experience. No need for complex setups.
4. Regular Updates
Enjoy access to future updates and improvements for each module included in the bundle. Our commitment to excellence ensures that your CRM stays up-to-date with the latest features and optimizations.
Included Modules in the Business Bundle
Mailbox – Webmail based e-mail client module for Perfex CRM
Ever wanted a web-based client inside Perfex CRM’s admin area, to managing your mails from? We got you covered! By using our module, you will be able to allow your staff members to send/receive/draft/organize e-mails of their IMAP accounts, inside their dashboard.
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Human Resources Management – HR module for Perfex CRM
Human Resources Management module for Perfex CRM, helps companies save time and manage their Human Resources directly inside their dashboard.
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Project Roadmap – Advanced Reporting & Workflow module for Perfex CRM Projects
Project Roadmap module provides you advanced reporting for your Perfex CRM Projects, inside admin area. It generates usable reports for every project, straight at your dashboard and allows you to filter projects, based on advanced reporting (Milestones, Tasks etc). It works fine with every custom Project status aswell.
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Account Planning module for Perfex CRM – Strategic planning for your clients
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 customer relationships.
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Custom SMS & Email Notifications module for Perfex CRM
Custom SMS & Email module for Perfex CRM allows you to send out custom Emails and SMS to your clients!
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QuickBooks module for Perfex CRM – Synchronize Invoices, Payments and Expenses
Quickbooks Integration module for Perfex CRM allows you to automatically synchronize your Invoices/Payments/Expenses with QuickBooks.
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Assets Management module for Perfex CRM – Organize company and client assets
Assets Management Module for Perfex CRM, is a module that provides the ability of managing company’s assets inside Perfex’s dashboard. You will be able to separate your assets based on groups/locations/units and assign them to staff members. Check the next section of this description, for a complete list with functionality actions.
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Staff Outsourcing & Resources Booking module for Perfex CRM – Outsource your employees
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.
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Documentation
It takes only a couple minutes to get our modules installed and activated.
You can browse the complete documentation inside the zip file that will be provided along with the purchase.
Important notice
A Bundle cannot be used in separate websites. You can use thi bundle in one website, as per Envato Marketplace’s Licensing Policy.
Support
Just raise a support ticket within support area and we will get back to you ASAP!
Version 1.0.0
-Initial version
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