The capabilities of Perfex CRM Addons Can be significantly enhanced by the inclusion of third-party modules and add-ons. In this guide we’ll discuss the top perfect CRM add-ons do, what they can do and the best way to make use of to help you get more done.
Perfex CRM Addons was built with the notion that it can be expanded with custom development or other third-party modules. This is why there’s a broad selection of these modules as well as extensions that allow users to enhance their customer relationship management system. They range from new payment options, to more effective communication, email, to many more.
Perfex 50+ Thirdparty Modules to Integrate in your SaaS
- Perfex Accounting And Bookkeeping
- Perfex Rest API
- Perfex Appointly
- Perfex Automation Manager
- Perfex Database Backup
- Perfex CSV Export Manager
- Perfex File Sharing
- Perfex Fixed Equipment
- Perfex Management
- Perfex Goals
- Perfex HR Payroll
- Perfex HR Records
- Perfex Human Resources
- Perfex Management
- Perfex Marketing Automation
- Perfex Mailbox
- Perfex Manufacturing
- Perfex Management
- Perfex Menu Setup
- Perfex Omni Sales
- Perfex CRM Powerful Chat
- Perfex Purchase
- Perfex Recruitment
- Perfex Staff Booking Module
- Perfex Surveys
- Perfex Telegram Notification
- Perfex Theme Style
- Perfex Timesheet Attendance Management
- Perfex Warehouse
- Perfex Webhooks
- Perfex ZOOM Meeting
- Perfex Spreadsheet
- Perfex Team Passwords
- Perfex Whatsapp Chat
- Perfex Landing Page Builder
- Perfex Multi-factor Authentication
- Perfex Lead Manager
- Perfex Advanced Email System Module
- Perfex Diagramy
- Perfex Custom Email & SMS Notifications
- Perfex Affiliate Management
- Perfex Sales Commission
- Perfex Customer Loyalty & Membership
- Perfex Translations For All Languages And Modules
- Perfex PerfexWiki
- Perfex Ideas Hub And Challenges
- Perfex Elite Custom JS And CSS
- Perfex Custom Links
- Perfex Products [Subscription And Invoice]
- Perfex Account Planning
- Perfex Customer Feedback
- Perfex OKR (Objectives And Key Results)
- Perfex Perfex CRM Email Builder
- Perfex Perfex Ecommerce Shop
- Perfex Staff Workload
- Perfex Custom Task Filters
- Perfex Advanced To Do Manager
- Perfex Suppliers
- Perfex AIO Support Contact Module
- Perfex Task Bookmarks By Group
Perfex Mail and Sms Communication Addons
If you’re really looking to connect all your communication options in one platform installing your “Mailbox – Webmail integrated e-mail client to Perfex CRM Addons” on Perfex is a excellent idea. This will integrate a mailbox application on your dashboard. Once you’ve enabled it the mailbox client, staff and you members can create, send and maintain IMAP email directly within your dashboard for CRM.
This means they don’t need to transfer to another email account and also you won’t need to invest in the cost of a Webmail client.
One of our top extensions for Perfex CRM Addons is the “Custom SMS and Email Notifications”. Perfex CRM Addons is “Custom SMS and email notifications for Perfex CRM Addons”. This is really awesome in the sense that it lets employees to send customized texts and emails directly to customers directly from the backend of Perfex CRM Addons.
Emails are wonderful, but when you send texts, your messages are more specific and also with real-time intervals. This is an extremely unique feature that your company could provide and which your competitors don’t.
The most essential element of any sales effort is scheduling an appointment with your prospective client . To do this there are numerous tools available online that allow you to share an email and let someone to schedule a meeting themselves on your calendar. But, them are inaccessible with no cost, or effective but expensive.
There’s a great module that works with Perfex CRM Addons which copies the functionality and is integrated directly with the program. It lets your customers auto-plan meetings using the Google calendar or Outlook calendar integration .
It also comes with an array of other options like SMS notifications, forms that are external as well as a full integration with the customer feature included in your default Perfex CRM Addons.
Perfex CRM Addons for your Business Clients
There are more sophisticated features, such as creating group chats, exporting conversation and even generating tickets from these conversations.
If you’re in search of real-time communication and don’t want to spend a huge amount of money for something similar to Intercom or LiveChat it’s an ideal alternative.
Concerning sales another module offered in this CRM is”Sales Compensation Program. “Sales Commissions Program to Perfex CRM Addons”. This is extremely helpful for the sales representatives in your company since you are able to use Commission to promote items and products.
In essence, the module permits the user to pay a percentage of any subscription or invoice to sales representatives who are each one of them. If you’re an organization that have this option, you’re probably paying for a third-party service. By using with this program, you don’t be required to do so pay for it anymore.
The Perfex CRM Addons was not just designed to serve service providers. by utilizing this feature, any company which deals with inventory could benefit from this robust platform. “Inventory Management for Perfex CRM Addons” does exactly what it says and permits you to monitor your products across your company’s supply chain.
Because you can access all of your data on a single platform, you are able to make better informed decisions using commas and also attach these products or units to invoices or customers.
The most important feature that is missing in Perfex CRM Addons is perhaps the most important feature that’s not included. Perfex CRM Addons software is human resource management. This is a crucial element that many companies require so obviously there’s an extension for it. This will help you manage your employees’ payroll, employee shifts working hours, hours of work as well as insurance details, and many more.
In essence, if you’re an employee-only business that is small employing the human resources module can be extremely beneficial in saving time and cash.
WooCommerce Module to Perfex CRM
This WooCommerce Module to Perfex CRM Addons effectively creates a bridge between the online shop and your CRM. All order data is transferred from your store to your management system. For instance, any customer, invoices, orders and items are transferred back and forth between the two platforms.
Concerning integration, the API for the Perfex CRM Addons module allows you to connect the software with third party applications. This feature, however, isn’t included in the core product however it is essential for those who use third-party tools. The API is operated using HTTPS and makes use of JSON as the data format. This allows you to connect to Zapier or email marketing platforms and much more. The possibilities are limitless.