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Project Roadmap - Advanced Reporting & Workflow module for Perfex CRM Projects

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. Please give a quick check at our Video Preview, which showcases the functionality of our module.

Created May 19, 2020 · Updated Sep 10, 2026 · ★ 5.00 (5) · 544 sales

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Social Media Login module for Perfex - Register and Log-in using social networks

Social Media Login module for Perfex - Register and Log-in using social networks

Social Login for Perfex is a perfect module for Perfex CRM that allows your potential customers to register at your Perfex’s Customers Area and/or log in, through their social network accounts. Upon a successful registration, the corresponding details (Name, Surname, Email address) will provided to the Perfex’s customers database and a Contact will be created using his details under a respective Customer. As an admin, you can easily enable/disable specific social networks for log in/register, through module’s settings page. Our step-by-step instruction guide will help you in order to create and adjust properly the needed applications for every social media service you want to enable login support for your Customers (you need a developer account).

Created Jul 13, 2021 · Updated Sep 10, 2026 · ★ 5.00 (5) · 198 sales

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myDATA AADE Connector Module - Connect Perfex CRM Invoices with Greek taxation system

myDATA AADE Connector Module - Connect Perfex CRM Invoices with Greek taxation system

myDATA AADE connector will take care of a complete synchronization between your Perfex CRM’s Invoices and Ανεξάρτητη Αρχή Δημοσίων Εσόδων (ΑΑΔΕ) Greek Tax Authority’s system, called myDATA ( my Digital Accounting and Tax Application ), through myDATA REST API. It contains a complete documentation of three parts (1. Module’s installation – 2. Module’s configuration – 3. Detailed myDATA REST API documentation) and it only requires a myDATA REST API subscription account from AADE, in order to be able to sync your Invoices’ Product sales between Perfex CRM and myDATA, using after_invoice_added hook of Perfex CRM’s core to monitor New Invoice Creation through Invoices admin area link ( ie /admin/invoices/invoice ) or Customer’s view Invoices tab ( ie /admin/clients/client/1?group=invoices ). It is built based on myDATA REST API Documentation v1.0 and it offers dynamic options regarding taxes and it works for all Invoice actions. At the same time, it handles the most popular Greek VAT classes and it works with numberical invoices format. A detailed logging area will also record its synchronization actions with AADE. Creating an Invoice synchronization with myDATA, sneak-peak: Cancelling an Invoice synchronization with myDATA, sneak-peak:

Created Jun 10, 2022 · Updated Sep 10, 2026 · ★ 4.67 (9) · 61 sales

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