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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

Occasion Migrator – Perfex CRM Migration Instrument

August 31, 2026 by shakil

Occasion Migrator – Perfex CRM Migration Instrument

» Lift Now

Categories add-ons Tags backup, data transfer, database, encryption, export, import, migration, migration tool, multi tenant, perfex, perfex crm module, restore, saas, server-to-server

Safety Heart – Firewall & Traffic Computer screen for Perfex CRM

August 27, 2026 by shakil

Safety Heart – Firewall & Traffic Computer screen for Perfex CRM

» Elevate Now

Categories add-ons Tags access control, attack log, cidr, country blocking, firewall, http monitor, ip blocker, live traffic, perfex, perfex crm module, rate limit, security, security dashboard, suspicious requests, traffic monitor

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

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

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

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