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FlexVisual — AI Visual Collaboration Boards for Perfex CRM

July 22, 2026 by shakil

FlexVisual — AI Visual Collaboration Boards for Perfex CRM

» Keep Now

Categories add-ons Tags AI assistant, brainstorm, client portal, collaboration, crm, kanban, mural, perfex, roadmap, sticky notes, team workspace, templates, visual board, whiteboard, workshop

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

Perfex MCP – AI Integration Bridge for PERFEX CRM

July 14, 2026 by shakil

Perfex MCP – AI Integration Bridge for PERFEX CRM

» Preserve Now

Categories add-ons Tags ai, anthropic, api, assistant, automation, chatbot, claude, crm, cursor, integration, mcp, openai, perfex, rest, webhook

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

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

AI Assistant Module For Perfex CRM

June 14, 2026 by shakil

AI Assistant Module For Perfex CRM

» Prefer Now

Categories add-ons Tags ai, artificial intelligence, automation, customer creator, document analyzer, expense tracker, gemini, invoice creator, perfex, perfex crm module, Receipt scanner

HR Records module for Perfex CRM

June 12, 2026 by shakil

» Preserve Now

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

Gross sales Quotas Module for Prefex CRM

June 10, 2026 by shakil

Gross sales Quotas Module for Prefex CRM

» Purchase Now

Categories add-ons Tags crm module, forecast revenue, Invoice tracking, perfex, perfex crm, quota management, revenue targets, sales performance, sales quotas, sales reports, sales team, staff targets

FlexCall – Perfex Name Center

June 8, 2026 by shakil

FlexCall – Perfex Name Center

» Desire Now

Categories add-ons Tags browser calling, call center, call logging, call-recording, crm module, customer support, follow up, Inbound calls, outbound calls, perfex, perfex crm, telephony, twilio, voip, webrtc

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