Perfex CRM Modules
Browse all Perfex CRM modules — Dynamic Themes, SMS Manager, Status Add‑ons, Lead Scheduler, Filters – streamline your CRM today. Buy directly from an author Sejal Infotech and save more. Secure checkout processed by sejalinfotech.com. Get instant download access and dedicated support immediately after purchase.
Dynamic Customized Theme Module for Perfex CRM
Easily transform Perfex CRM with ready-to-use theme templates, designed for seamless customization across both Admin and Client panels.
Add-on SMS Manager Module for Perfex CRM
Enhance client communication with the SMS Module for Perfex CRM. Instantly send personalized messages, automate SMS triggers, and keep your clients engaged with seamless notifications — all directly from your CRM.
Add-on Statuses Module for Perfex CRM
With the Add‑on Statuses Module for Perfex CRM, easily create, customize, and manage project, task, estimates statuses beyond the default options.
Advanced Lead Filters Module for Perfex CRM
The Advanced Lead Filters module extends Perfex CRM by enhancing its lead filtering capabilities for more precise segmentation and management.
Custom Task Filters Module for Perfex CRM
“Custom Task Filter”, this module can be use in Perfex CRM to Extends its task filter functionality.
Export Customer Details (KYC Compliance) Module for Perfex CRM
“Export Customer Details (KYC Compliance)”, this module can be use in Perfex CRM to add extra features for clients management
Advanced Task Timesheet Manager Module for Perfex CRM
“Advanced Task Timesheet Manager”, module can be use in Perfex CRM to Extends its task timesheet or Log time filter functionality and generate Staff Log time Report
Advanced Support Ticket Filters Module for Perfex CRM
“Advanced Support Ticket Filter”, this module can be use in Perfex CRM to Extends its Support Ticket filter functionality.
Advanced To do Manager Module for Perfex CRM
“Advanced To do Manager”, module can be use in Perfex CRM to Extends its default functionality for To do
SMS Gateway Hub Module for Perfex CRM
“SMS Gateway Hub (India)”, module is SMS Gateway for Indian users, to add new SMS Gateway in addition to default SMS gateways.
Indiamart Leads Integration Module for Perfex CRM
“Indiamart Leads Integration” module is third-party module, used to integrate Indiamart Leads into Leads of Perfex CRM.
Add-on Password Validation Module for Perfex CRM
“Add-on Validation” module will increase the security of users, by adding extra validation that will make sure the strength of credentials will be strong in Perfex CRM.
Cashfree Payment Gateway Module For Perfex CRM
“Cashfree Payment Gateway (India)”, this module can be use in Perfex CRM to allow Perfex CRM users to pay their invoices via Cashfree Payments Payment Gateway for India.
Lead Follow up Scheduler Module for Perfex CRM
The Lead Follow‑Up Scheduler module extends Perfex CRM by allowing Admins and Staff to schedule automatic SMS and Email follow‑ups to leads at defined intervals from the time of lead creation.
Tradeindia Leads Integration Module For Perfex CRM
“Tradeindia Leads Integration” module is third-party module, used to integrate Tradeindia Leads into Leads of Perfex CRM.
Greetings Manager Module For Perfex CRM
“Greetings Manager”, module can be use in Perfex CRM which allows admin or staff to send personalized greeting SMS or Email to Client’s contact or staff on their special days.
Web to Customer Registration Module For Perfex CRM
“Web to Customer Registration”, module for Perfex CRM allows administrators and staff to create dynamic web forms for customer registration directly from your website just like web to Lead in Perfex CRM. The forms support iFrames, enabling easy embedding.
Favorite Links Module For Perfex CRM
“Favorite Links”, module in Perfex CRM empowers Staff and Admin users to personalize their dashboard by adding shortcuts to frequently accessed pages and external resources. This feature ensures fast access, better workflow, and enhanced productivity.
Sticky Notes Module For Perfex CRM
“Sticky Notes”, module for Perfex CRM offers a streamlined yet robust solution for staff and administrators to capture, organize, and access contextual insights directly within the CRM interface— without disrupting workflow.
Customer Files Hub Module For Perfex CRM
“Customer Files Hub”, module in Perfex CRM is a hub to Export and share client files in bulk with just a click.
Image Editor Module For Perfex CRM
“Image Editor”, is a module which gives your team the power to edit images directly inside Perfex CRM.
News Feed Module For Perfex CRM ...
News Feed module allows administrators to manage curated news feeds, browse articles, and display a live news widget.