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perfex module

Cost Management for Perfex CRM – Budget Planning & Approval Workflow

October 16, 2026 by shakil

Cost Management for Perfex CRM – Budget Planning & Approval Workflow

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Categories add-ons Tags budget alerts, budget approval, budget control, budget management, budget planning, cost control, cost management, department budget, erp, expense management, financial management, multi-currency, perfex crm, perfex module, project budget

Appointment Reserving for Perfex CRM – Online Scheduling & Shopper Portal

October 14, 2026 by shakil

Appointment Reserving for Perfex CRM – Online Scheduling & Shopper Portal

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Categories add-ons Tags appointment booking, appointment scheduling, booking system, calendar, clinic appointment, consultation booking, erp, group booking, meeting scheduler, online booking, perfex crm, perfex module, resource booking, salon booking, scheduling

Transient Assemble entry to Module for Perfex CRM

October 7, 2026 by shakil

Transient Assemble entry to Module for Perfex CRM

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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

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

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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

PWA & Push Notifications Module for Perfex CRM

July 11, 2026 by shakil

PWA & Push Notifications Module for Perfex CRM

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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

Perfex CRM Guardian

June 17, 2026 by shakil

Perfex CRM Guardian

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Categories add-ons Tags contract renewal, crm, crm dashboard, crm health, data quality, duplicate detector, email digest, follow-up reminder, lead follow-up, perfex, perfex crm, perfex module, risk score, sales automation, ticket sla

HR Records module for Perfex CRM

June 12, 2026 by shakil

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Categories add-ons Tags erp, hr contract, hr module, hr profile, hr records, hr training, hrm module, human resources, job description, onboarding process, organizational chart, perfex, perfex crm, perfex module, personnel records

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