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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

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

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

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

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

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

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

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