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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

Call Log 1.2.0 module for Perfex CRM

Call Log 1.2.0 module for Perfex CRM

Want to make and receive calls in Perfex CRM using Twilio? What to send Single and Bulk SMS? Now your can with the most compelling must have module for any sales team or business using Perfex cRM. Are you still logging your customer calls on spreadsheets? One of the fundamental of building relationships with customers and business development is logging all your conversations in one location. Give you and your team the ability to keep a track record of all the calls made, and know when to follow up on opportunities. Create follow up reminders, and even assign call log goals, you asked for those updates so here you go, please leave a review if you want to see more updates. This is not a standalone addon, and only works as a module for Perfex CRM. Please do not purchase this module if you do not have the PerFex CRM. We welcome feedback to improve our products, and please leave a review if you like our modules it will motivate us.

Created Jul 9, 2020 · Updated May 12, 2021 · ★ 3.78 (23) · 406 sales

Business Process Modelling 1.0.6. module for Perfex CRM

Business Process Modelling 1.0.6. module for Perfex CRM

BPMN is a process and decision-making module, it allows you to create professional-looking business process modeling diagrams. The primary goal of BPMN module is to provide a notation that is readily understandable by all business users, from the business analysts that create the initial drafts of the processes, to the technical developers responsible for implementing the technology that will perform those processes, and finally, to the business people who will manage and monitor those processes.

Created Aug 11, 2020 · Updated Feb 24, 2021 · ★ 0.00 (2) · 70 sales

Pushover - Instant Push Notifications for Perfex CRM

Pushover - Instant Push Notifications for Perfex CRM

This module allows you to receive instant Pushover Notifications on a number of devices when a support ticket is raised via your Perfex CRM by clients. By enabling, you will be able to allow staff and yourself to get a push notification on their mobile devices when a support ticket is raised by a client, either via email (if you have this set up) or via the client portal.

Created Jan 2, 2020 · Updated Dec 3, 2022 · ★ 2.33 (3) · 127 sales