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Customer Service Management module for Perfex CRM
Customer Service Management Module is a comprehensive suite of tools that businesses use to streamline and enhance their customer support operations. It serves as a centralized platform that lets companies manage customer inquiries, track interactions, and provide timely and personalized support across multiple customer service channels.
Created Jul 28, 2024 · Updated Jul 25, 2026 · ★ 5.00 (6) · 105 sales
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QuickBooks module for Perfex CRM - Synchronize Invoices, Payments and Expenses
- Due to the nature of French-based companies’ taxes that would cause issues to Perfex’s core, we decided not to support France account at this time. - If you change data on an already generated invoice, you will need to manually apply changes in your QuickBooks account for this invoice. Same applies to Payments and Expenses.
Created Jun 9, 2020 · Updated Sep 10, 2026 · ★ 5.00 (5) · 252 sales
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Quickbook Sync Module for ZiscorERP
1.Create a quickbooks App following the below steps: please follow the link below: https://developer.intuit.com/app/developer/qbo/docs/get-started/get-client-id-and-client-secret
Created Sep 29, 2021 · Updated Feb 28, 2022 · 10 sales
#4
Xero Sync Module for ZiscorERP
Brief Description Integrating Xero with ZiscoERP gives full visibility into how your business is running and where it can be improved. Accounting software and CRM work together to share data between sales and accounting, including customer information, sales orders, expenses, and invoicing
Created Jun 13, 2021 · Updated Feb 28, 2022 · 6 sales
#5
Automation Flow Builder for MailWizz EMA
Easily create powerful automation flows for your Mailwizz EMA campaigns and improve the efficiency of your email marketing strategy with our automation flow builder.
Created Feb 13, 2023 · Updated Apr 4, 2025 · ★ 3.71 (7) · 212 sales
#6
PulseChat - OmniChannel AI Customer Service module for Perfex CRM
PulseChat brings a modern chat & omnichannel inbox inside your Perfex CRM installation and pairs it with a powerful AI assistant (OpenAI + Anthropic). Your team answers WhatsApp, Telegram, Email, SMS, and more from a single screen – while AI drafts replies, suggests responses, summarizes long threads and even translates messages in real‑time. Instead of juggling browser tabs, phones and shared inboxes, your agents stay in Perfex, with full client/lead context always visible. PulseChat feels like Slack/Teams, but fully aligned with your CRM, tickets and sales pipeline.
Created Mar 19, 2026 · Updated Sep 10, 2026 · ★ 4.20 (5) · 53 sales
#7
Workflow Rules and Automation Module for Perfex
Note: This is not a standalone application. This is a plugin for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use this plugin.
Created Dec 30, 2023 · Updated May 5, 2025 · ★ 0.00 (2) · 147 sales
#8
Flexible Keep In Touch For Perfex
Note: This is not a standalone application. This is a plugin for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use this plugin.
Created Dec 21, 2023 · ★ 0.00 (2) · 63 sales
#9
AutomatorWP for LatePoint
AutomatorWP for LatePoint is an addon for LatePoint which allows you to integrate with dozens of WordPress plugins and third-party platforms, via AutomatorWP.
Created Sep 27, 2022 · Updated Apr 14, 2023 · ★ 0.00 (2) · 35 sales
#10
SAGE® Module for Perfex CRM
Our module will take care of every necessary part of payment and invoices, for you, Just create a new SAGE account and connect Perfex with SAGE. Please press the Click Here button in order to perview a demonstration of a complete showcase, under a real Perfex installation environment.
Created Oct 22, 2020 · Updated Oct 23, 2020 · ★ 0.00 (2) · 34 sales
#11
XERO module for Perfex CRM - Synchronize Invoices, Payments
Integrating Xero with Perfex provides comprehensive insight into your business operations, facilitating identification of areas for enhancement. This seamless collaboration between accounting software and CRM ensures efficient data sharing across sales and accounting functions, encompassing customer details, sales orders, expenses, and invoicing.
Created Oct 11, 2020 · Updated Dec 5, 2024 · ★ 4.00 (4) · 57 sales