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.

Human Resources Management – HR module for Perfex CRM
Human Resources Management module for Perfex CRM, helps companies save time and manage their Human Resources directly inside their dashboard.

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!

QuickBooks module for Perfex CRM – Synchronize Invoices, Payments and Expenses
Quickbooks Integration module for Perfex CRM allows you to automatically synchronize your Invoices/Payments/Expenses with QuickBooks.

Assets Management module for Perfex CRM – Organize company and client assets
Assets Management Module for Perfex CRM, is a module that provides the ability of managing company’s assets inside Perfex’s dashboard. You will be able to separate your assets based on groups/locations/units and assign them to staff members. Check the next section of this description, for a complete list with functionality actions.

Staff Outsourcing & Resources Booking module for Perfex CRM – Outsource your employees
Staff Outsource and Resources Booking module for Perfex CRM, helps companies to outsource their staff members’ time, by providing an efficient way of managing their outsourced resources inside Perfex’s admin interface.