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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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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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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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Fixed Equipment Management module for Perfex CRM

Fixed Equipment Management module for Perfex CRM

Fixed Equipment Management Module helps in the management of the assets, improves efficiency and help in financial arrangements of by avoiding unnecessary equipment purchases. This module provides important details such as check-in and checks outs, a location of the assets, depreciation, audit, maintenance schedule, date of return of the assets among other details. This module is automated helps an organization to improve on planning. Furthermore, this module assist with the most unexpected repairs and other issues with the property. It reduces labor cost by automating the calculation of assets depreciation which may be costly when done manually.

Created Apr 20, 2022 · Updated Jul 24, 2026 · ★ 4.95 (22) · 399 sales

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Marketing Automation module for Perfex CRM

Marketing Automation module for Perfex CRM

Marketing Automation Module automates marketing actions or tasks, streamlines marketing workflows, and measures the outcomes of marketing campaigns. This module provides a central marketing database for all marketing information and interactions, helping marketers create segmented, personalized, and timely marketing experiences for customers or prospects. This module provide automation features across multiple aspects of marketing including email, social media, lead generation, direct mail, digital advertising, and more. This solution helps companies to sell and market better by automating the marketing activities and providing a personalised marketing experience across online and offline channels.

Created Sep 25, 2022 · Updated Jul 24, 2026 · ★ 4.71 (34) · 596 sales

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Inventory Management plugin for RISE CRM

Inventory Management plugin for RISE 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 Sep 15, 2022 · ★ 5.00 (7) · 138 sales

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Purchase Management plugin for RISE CRM

Purchase Management plugin for RISE CRM

Purchase Management Plugin 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 Sep 18, 2022 · ★ 4.67 (12) · 126 sales

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HR Records plugin for RISE CRM

HR Records plugin for RISE 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 Sep 18, 2022 · ★ 5.00 (4) · 111 sales

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Affiliate Management module for Perfex CRM

Affiliate Management module for Perfex CRM

Affiliate Management Module allows online merchants to set up an affiliate marketing system for their online store. The admin can create custom banners, text ads, and links for its products. Registered users can become affiliates and advertise products on different websites. Affiliate commission rates can be set by pay-per-click, per-unique-click, fixed or percentage commission types. The affiliate term & conditions may be set by the admin. Detailed statistical information such as- track record list, sales record list, payment record list, monthly and annual charts can be viewed. The admin may pay commissions to its affiliate users using different payment methods. Every online store wants as many new visitors and customers as possible. Various types of paid marketing and advertising activities are carried out to promote the products. Affiliate marketing is just one of them. With the help of the affiliate system, you can allow other websites to bring traffic to your store. You can display your banner and text ads for your products on another website. For different affiliates, different types of commissions can be customized. Any records relating to user traffic and sales made can also be easily tracked. Further, the affiliate system provides a means to earn income for online marketers and referrals.

Created Apr 18, 2022 · Updated Jul 24, 2026 · ★ 4.29 (7) · 112 sales

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