Description

Included Modules in the Business Bundle

Mailbox – Webmail based e-mail client module for Perfex CRM
Ever wanted a web-based client inside Perfex CRM’s admin area, to managing your mails from? We got you covered! By using our module, you will be able to allow your staff members to send/receive/draft/organize e-mails of their IMAP accounts, inside their dashboard.

REST API module for Perfex CRM – Connect your Perfex CRM with third party applications
This module allows you to enable REST API functionality at your your Perfex CRM installation. It includes a variety of useful commands in order to control your Perfex installation remotely, build third party connections and access Perfex’s information in real-time!

Project Roadmap – Advanced Reporting & Workflow module for Perfex CRM Projects
Project Roadmap module provides you advanced reporting for your Perfex CRM Projects, inside admin area. It generates usable reports for every project, straight at your dashboard and allows you to filter projects, based on advanced reporting (Milestones, Tasks etc). It works fine with every custom Project status aswell.

Account Planning module for Perfex CRM – Strategic planning for your clients
Account Planning Module for Perfex CRM, is a strategic account planning tool, which, through a customer-centric approach to identifying priority accounts capturing and analysing critical information, allows you and your staff members to develop a strategy to expand and grow existing customer relationships.

Custom SMS & Email Notifications module for Perfex CRM
Custom SMS & Email module for Perfex CRM allows you to send out custom Emails and SMS to your clients!