Customer Files Hub Module For Perfex CRM

Note:This Add-on script is a Module for Perfex CRM

Brief Description

“ Customer Files Hub ”, module in Perfex CRM is a hub to Export and share client files in bulk with just a click.

Customer Files Hub for Perfex CRM is the ultimate add on designed to simplify file management for your staff and enhance client communication. Instead of wasting time searching through scattered uploads, this module centralizes all client’s files in one organized place. Staff can quickly filter files by client and perform bulk actions with ease.
With powerful export functionality, you can download multiple files at once, saving hours of manual work. The built in email feature allows staff to send selected files directly to clients, ensuring professional delivery without leaving Perfex CRM.
Designed exclusively for Perfex CRM, it integrates seamlessly with your existing setup — no complicated configuration required.

Key features of the module include:

• Centralized file dashboard: View all clients uploaded files in one organized place.
• Client-based filtering: Quickly locate files by selecting the client.
• Bulk export: Download or Send multiple files at once to save time.
• Email integration: Send selected files directly to clients without leaving Perfex CRM.
• User-friendly interface: Clean design for easy navigation and staff adoption.
• User-friendly interface: Clean design for easy navigation and staff adoption.

Added advantage:

• Centralized File Management: All client files are stored in one organized place, so it eliminates the need to search across multiple locations.
• Improved Productivity: Bulk export saves hours of manual downloading.

Enhanced Client Communication: Built-in email integration allows direct multiple file sharing with clients.
Collaboration Boost: Centralized access improves teamwork and transparency. Multiple staff members can easily access and manage client files.

Documentation

It takes only a few seconds to be installed and activated. Documentation is included.

If you have any questions, feel free to raise a support ticket at our support area. Guys from support department will get back to you as soon as possible with a reply.

Keep in mind that absolutely no coding is needed! Just follow the instructions and be able to use “Customer Files Hub” module in minutes.

Demo

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Password: 12345678

Change Logs

Version 1.0.0

 - Initial Release.