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perfex crm

Transient Assemble entry to Module for Perfex CRM

October 7, 2026 by shakil

Transient Assemble entry to Module for Perfex CRM

» Interact Now

Categories add-ons Tags access link, access management, activity logs, customer access, guest access, perfex addon, perfex crm, perfex module, PIN protection, secure login, staff access, temporary access, temporary login, temporary login link, user management

Document Builder for Perfex CRM

September 26, 2026 by shakil

Document Builder for Perfex CRM

» To find Now

Categories add-ons Tags branded invoice, contract, crm, document builder, estimate, invoice, invoice builder, invoice template, module, pdf, pdf template, perfex, perfex crm, proposal, template builder

Customized Objects Module for Perfex CRM

September 1, 2026 by shakil

Customized Objects Module for Perfex CRM

» Rob Now

Categories add-ons Tags crm, csv import, custom fields, custom objects, kanban, no code, perfex, perfex crm, permissions, pipeline, properties, related lists

Deal Rooms Module for Perfex CRM

August 27, 2026 by shakil

Deal Rooms Module for Perfex CRM

» Purchase Now

Categories add-ons Tags agency, branded room, client portal alternative, crm, deal room, document sharing, file sharing, perfex, perfex crm, proposal, saas, Sales enablement, sales room, view tracking

Cloud Storage Module for Perfex CRM – S3 Esteem minded Sync and Energetic Upload

August 27, 2026 by shakil

Cloud Storage Module for Perfex CRM – S3 Esteem minded Sync and Energetic Upload

» Resolve on Now

Categories add-ons Tags aws s3, cloud integration, cloud storage, cloud upload, DigitalOcean Spaces, direct upload, file sync, file synchronization, local copy, multitenancy, perfex crm, perfex module, s3 compatible, s3 storage, saas module

Dunning, A/R Rising older & Collections Automation for Perfex CRM

August 24, 2026 by shakil

Dunning, A/R Rising older & Collections Automation for Perfex CRM

» Preserve Now

Categories add-ons Tags Accounts receivable, ar aging, collections, collections management, debt collection, dunning, invoice collection, invoice dunning, invoice reminder, overdue invoice, payment reminder, perfex, perfex crm, perfex crm modules, rise crm

Habitual Funds and Dunning for Perfex CRM

August 21, 2026 by shakil

Habitual Funds and Dunning for Perfex CRM

» Devour Now

Categories add-ons Tags auto charge, churn, client portal, direct debit, dunning, failed payments, gocardless, mrr, paystack, perfex crm, recurring invoices, retention, saas, stripe, subscription

Invoice Builder module for Perfex CRM

July 19, 2026 by shakil

Invoice Builder module for Perfex CRM

» Elevate Now

Categories add-ons Tags build invoice, customized invoice, designed invoices, erp, invoice, invoice builder, invoice collection, invoice template, paid, perfex, perfex crm, perfex modules, professional invoice, share invoice, template builder

PWA & Push Notifications Module for Perfex CRM

July 11, 2026 by shakil

PWA & Push Notifications Module for Perfex CRM

» Pick Now

Categories add-ons Tags announcements, browser notifications, crm, customer notifications, installable app, notification center, perfex, perfex crm, perfex module, progressive web app, push notifications, pwa, staff notifications, web push

Multichannel Two Component Authentication for Perfex CRM

July 8, 2026 by shakil

Multichannel Two Component Authentication for Perfex CRM

» Put off Now

Categories add-ons Tags 2fa, google authenticator, login, multichannel 2fa, perfex, perfex crm, perfex modules, sms authentication, two factor authentication, whatsapp authentication

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