What are the Best Addons/Modules for Perfex CRM?

 

Third-party add-ons and modules can significantly enhance the performance of any CRM. Similar is Perfex CRM. Perfex CRM. In this article, we'll review the top Perfex add-ons. We will also attempt to learn what they can are and how to use them to help you get more done. Perfex CRM can be easily updated by custom development and third-party module. In the end, we offer a wide range of add-ons and modules which let users expand the features of the CRM system. These range from additional ways to pay to more effective communication emails, and much more.

Best Perfex addons and Perfex PCR Modules

It's a follow-up of Our Perfex CRM Modules which can be found here. The majority are Perfect AdWords modules we have used and found to be helpful.

Modules to facilitate communication

Numerous Perfex CRM modules are specifically designed to improve interactions with your customers.

Live chat with the Perfex CRM

Perfex CRM Chat is an PHP, JavaScript, and JQuery-based program that allows instant chat communications. Think of it as an actual walkie-talkie but using the server. It uses internet sockets, not HTTP queries This means that your server will be quicker and instant communication between your staff and customers is much easier.

•   Exporting conversations, grouping chats, and creating tickets from those chats are more intricate features.  

 

•   It's a great option when you'd like to connect in real-time, but you do not want to invest lots of dollars on live chats or walkie-talkies.  

Excellent for webmail.

The setting up of "Mailbox the web-based mail client module that integrates with Perfex CRM" in Perfex is an excellent idea to consolidate all of your communication options in one place. The mailbox client is been integrated into your dashboard.

•   Once activated after activation, you and your team can create, send as well as manage IMAP emails directly from the CRM Dashboard.  

 

•   It removes the necessity to switch accounts and will save you money on a costly webmail application.  

Custom SMS Notifications

"Custom email notifications and SMS for Perfex CRM" is among our top Perfex CRM features. It's beneficial because it allows employees to send personalized emails and SMS notifications directly to users from the backend of Perfex CRM. While email is great, text messaging can provide more intimate and real-time interactions.

Modules for business and sales

The most crucial element of any sales first encounter is scheduling your prospect's time. There are many online platforms that let you give an online hyperlink. These platforms allow other users to make their schedules in your calendar. The tools listed are very limited and free, or robust, yet expensive.

•   Perfex CRM module, thankfully they include an add-on. It is a clone of the functionality and interfaces with the application directly.  

 

•   It also comes with many additional options, such as SMS notifications, external functions, and a deep connection to the custom features offered by default by Perfex CRM.  

 

•   It allows you to create appointments via the interface that integrates with Google Calendar or Outlook Calendar.  

Sales commissions.

The CRM module can be described as the "Sales Commission Plan of Perfex CRM" which is linked to sales. It's especially useful for sales reps of your business. This is due to the fact that it is easy to add commissions for advertising items or services through the module.

•   The module basically allows you to transfer a portion of the purchase or invoice to the designated sales representatives.  

 

•   Businesses that are currently using this may pay for services from third parties. But, by incorporating the module you won't make any losses.  

Management of Inventory

Perfex CRM doesn't just cater to service providers. With this program, any company who is involved with inventory management could benefit from this powerful platform." Perfex CRM Inventory Management provides exactly what's on the label: it permits you to keep track of items in the course of your supply chain. It allows you to make more informed decisions by using the information in Comma's platform, and also links products or items to receipts or customers.

Human Resource Management is a term that is used to refer to

HRM is a term that is used to describe human resource management as the most important feature of Perfex CRM that is not being met. It's an extremely exciting feature that many companies require. It's therefore a welcomed feature to add. It helps you keep track of your payroll employees, shiftsand working hours as well as insurance information in addition to other aspects. The HR module, generally, can be an enormous time and money savings if you own an entrepreneur-sized company with a few employees.

Woo Commerce integration is available.

The Woo Commerce module in Perfex CRM plugins effortlessly connects your online store to your CRM. All customer information is sent directly from the store's administration system. For example, all purchases customer receipts, products, and orders are transferred across the platforms.

Rest Application Programming Interface.

The other Perfex modules for CRM APIs let users connect the application with third-party applications for integration. Unfortunately, this feature isn't available in the main product. But, you are able to use it in conjunction with a third-party application. This API relies on HTTPS and the format of data is JSON.

The possibilities are endless.

ACH payments should be made using

If you are taking high-value transactions then the current PayPal and Stripe integration may not be enough as each chrgess 3percent per transaction. With the rising costs of payments, ACH becomes a more desirable option for transactions in financial institutions. Just purchase Perfex Stripe ACH Gateway Perfex Stripe ACH Gateway to improve your Perfex CRM integration experience.

•   Users can pay using their bank accounts. Additionally, the accounts will be stored on the account of your Stripe Account as custom objects to be used in the future.  

 

•   If you have higher-priced invoices that you want to keep and get rid of transaction fees This is a fantastic alternative.  

Modules with themes

The design of offices is simple and professional.

Although we've written an entire article on themes for changing Perfex CRM's general design. Therefore, this module is among the most well-known and is used to replace internal forms. It is beneficial to both your customers and employees as it's easier to use and comes with a contemporary design.

Conclusion

As you can observe, Perfect CRM has a large collection of third-party applications and Perfex add-ons that increase the functionality of the software, its user-friendliness, and utility. It's an excellent source. Contact us through the comments section below for any questions regarding the top Perfex CRM modules or add-ons for Perfex CRM.