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REST API module for Perfex CRM - Connect your Perfex CRM with third party applications

REST API module for Perfex CRM - Connect your Perfex CRM with third party applications

This module enables you to use REST API through your Perfex CRM. It includes a variety of useful commands in order to control your Perfex installation remotely, through third party applications. The Perfex API operates over HTTPS and uses JSON as its data format. The API is a RESTful API and utilizes HTTP methods and HTTP status codes to specify requests and responses. A REST API defines a set of functions which developers can perform requests and receive responses via HTTP protocol such as GET and POST. Our item contains a complete documentation – If you are unsure about your coding skills or you do not understand what exactly an API is, you might need to consider hiring an expert.

Created Dec 12, 2019 · Updated Oct 9, 2026 · ★ 4.92 (46) · 3K sales

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Purchase Management module for Perfex CRM

Purchase Management module for Perfex CRM

Purchase Management Module is an automated tool that enables companies and buyers to automate their entire procurement cycle from creating a purchase requisition document to finally receiving the ordered goods and making the payment. This advanced innovative process also passes through various points such as preparing a budget estimate, managing the spending, contracts, and suppliers with full control over purchase order. This module also helps companies to develop electronic purchase orders, digitally manage inventory, and track goods and services in real-time. The tool is essential to optimize stock levels and determine what products and quantity to purchase.

Created Jun 26, 2020 · Updated Jul 21, 2026 · ★ 4.91 (109) · 1.7K sales

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Inventory Management module for Perfex CRM

Inventory Management module for Perfex CRM

Inventory Management Module is a tool that allows you to track goods across your business’s supply chain. It optimizes the entire spectrum spanning from order placement with your vendor to order delivery to your customer, mapping the complete journey of a product. Through accurate tracking of goods, businesses can minimize waste, analyze trends, and make better investment decisions.

Created Jun 27, 2020 · Updated Jul 21, 2026 · ★ 4.89 (100) · 2K sales

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Sales Commission Program for Perfex CRM

Sales Commission Program for Perfex CRM

Commission Program is most commonly known as the variable component of a total sales compensation package. The total commission earned is dependent on each salesperson’s individual goals and their performance.Your commission structure ties a sales rep’s performance to the amount of money he or she will take home each paycheck. It’s no secret that accountability produces results, and a well-structured commission plan is an excellent way to incentivize top performance. Because there’s no one size fits all, sales compensation plans come in many shapes and sizes, including: salary/hourly + commission, commission-only, tiered commission, residual commission, and variable-rate commission. Of these, the easiest and most commonly used approach is to pay a certain percentage based on the revenue generated from a single sale. Very simply, a sales rep who closes a deal for $500 with a commission rate of 5% earns $25 per sale. Please check out the uploaded screenshots, which demonstrates all visible parts of the module.

Created Jul 7, 2020 · Updated Oct 1, 2026 · ★ 4.97 (35) · 588 sales

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HR Records module for Perfex CRM

HR Records module for Perfex CRM

HR Records is a human resource records system. The primary function is to provide a central database containing records for all employees past and present. Human resource records refers to the informa­tional documents utilized by an organisation to carry out its functions. It represents the memory of organisation. The records provide information about the organisation which is maintained in tangible form i.e. written, pictorial, charts etc. They are therefore tan­gible evidence of the activities of the organi­sation. Personnel records provide informa­tion about the position of HR in the organi­sation e.g. – records relating to training, per­formance, absenteeism, wages and salary, labour turnover, productivity, morale sur­veys, job satisfaction, social security, em­ployee welfare etc. Please check out the uploaded screenshots, which demonstrates all visible parts of the module.

Created Mar 24, 2021 · Updated Aug 1, 2026 · ★ 4.95 (40) · 949 sales

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Accounting and Bookkeeping module for Perfex CRM

Accounting and Bookkeeping module for Perfex CRM

Accounting is the process of recording and tracking financial statements to see the financial health of an entity. This is done by inputting, sorting, measuring, and then communicating transactions in various formats. Accounting consists of bookkeeping and analysis. Bookkeeping, or financial accounting, consists of recording transactions, which can include purchases, sales, and receipts of an individual or an organization. Once the bookkeeper records and organizes all of the transactions, the next step of accounting is to analyze these transactions into helpful reports which will show the state of one’s finances. These reports can include profit/loss statements, cash flow reports, and can track sales tax to keep a close eye on what is owed come tax time. With small business accounting done right, small business owner will be able to have a clear understanding of the state of your finances so you can make better decisions based on what you have available.

Created Apr 8, 2021 · Updated Jul 21, 2026 · ★ 4.73 (93) · 1.6K sales

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Staff Workload for Perfex CRM

Staff Workload for Perfex CRM

Staff Workload Module is a process of distributing work among employees and monitoring people’s utilization over time. The goal is to make sure the work is delivered within the planned time frame, but also to keep a healthy balance in terms of the amount of work every team member needs to do. Without workload management you learn about the danger when it’s too late to prevent the consequences: usually when people hand in their resignation papers or when project’s progress is seriously impeded. Monitoring workload helps you spot problematic trends and areas earlier, giving you a chance to solve issues before they escalate. What are the most effective workload management strategies?

Created Jun 21, 2020 · Updated Oct 3, 2026 · ★ 4.94 (17) · 430 sales

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Recruitment Management for Perfex CRM

Recruitment Management for Perfex CRM

Recruitment Module for Perfex CRM, is a set of tools designed to automate and manage your organization’s recruiting and staffing operations. From posting your jobs to keeping applicants connected and engaged throughout, Recruitment Module lets you manage your entire recruiting process. Reduce routine tasks such as scheduling interviews by automating your recruitment software and free up your schedule for more pressing activities. Online recruiting management systems create a one-stop application process for job seekers. With the help of an applicant tracking system and candidate relationship management, a recruiter can increase his or her client database and provide an overall better candidate experience. Please check out the uploaded screenshots, which demonstrates all visible parts of the module.

Created Jun 16, 2020 · Updated Aug 1, 2026 · ★ 4.78 (41) · 700 sales

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OKRs - Objectives and Key Results for Perfex CRM

OKRs - Objectives and Key Results for Perfex CRM

OKR (Objectives and Key Results) is a goal system. It is a simple tool to create alignment and engagement around measurable goals. The big difference from traditional planning methods? OKRs are frequently set, tracked, and re-evaluated – usually quarterly. OKR is a simple, fast-cadence process that engages each team’s perspective and creativity.Creating alignment in the organization is one of the main OKR benefits. The goal is to ensure everyone is going in the same direction, with clear priorities, in a constant rhythm. OKR’s original concept came from Intel and spread to other Silicon Valley companies. Google adopted OKR in 1999, during its first year. It supported Google’s growth from 40 employees to more than 60,000 today.Besides Google, other companies use OKR, including Spotify, Twitter, LinkedIn, and Airbnb. But the OKR system is not only for digital companies. Walmart, Target, The Guardian, Dun and Bradstreet, and ING Bank are also using OKR.

Created Aug 22, 2020 · Updated Oct 2, 2026 · ★ 5.00 (11) · 266 sales

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Omni Channel Sales module for Perfex CRM

Omni Channel Sales module for Perfex CRM

Omni Channel Sales Module is the process of selling your products on more than one sales channel. Omni-channel selling is what happens when your products are sold across multiple online and physical locations. For instance, you might choose to sell your products directly to customers on your website. But you might also offer products on popular platforms like POS, Sales Portal, WooCommerce Multiple Stores, Manual order and Pre-order. Selling across different popular channels is moving inventory to multiple channels.

Created Aug 5, 2020 · Updated Jul 21, 2026 · ★ 4.61 (33) · 554 sales

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Customer Loyalty and Memberships for Perfex CRM

Customer Loyalty and Memberships for Perfex CRM

Customer Loyalty & Memberships Module lets you loyalize your customers by rewarding them with points. With Customer Loyalty & Memberships, you can efficiently implement a reward system in your store. The loyalty points received by customers are redeemable as offering coupons, discounts on purchases, or other loyalty rewards. Not only that, the points are redeemable to attain the loyalty membership too, and become a part of the brand’s loyal members community.

Created Jan 10, 2021 · Updated Oct 10, 2026 · ★ 4.60 (10) · 185 sales

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