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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

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

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

Team Password for Perfex CRM

Team Password Module is a self-hosted team password manager for companies to share passwords with there teams or clients. Each password will be encrypted and can be shared, secured by an advanced access control system.

Created Jul 16, 2020 · Updated Sep 30, 2026 · ★ 4.97 (35) · 444 sales

Timesheets and Leave Management module for Perfex CRM

Timesheets & Leave Management module is a complete online time and attendance solution for employee time tracking, project time tracking, leave management and shift planning.

Created Sep 19, 2020 · Updated Aug 1, 2026 · ★ 4.80 (56) · 1.2K sales

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

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

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

Spreadsheet Online for Perfex CRM

Spreadsheet Online Module is a powerful spreadsheet editor that lets you do pretty much everything you can do with contemporary spreadsheet software like Excel. This module helps you reach your goals and lead you to make better decisions. There’s nearly nothing you can’t track and manage using this module.

Created Nov 26, 2020 · Updated Sep 21, 2026 · ★ 4.62 (21) · 410 sales

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

Mention and Tag for Perfex CRM

Mention and Tag for Perfex CRM help you create discussion or support topics, when using @ to mention someone or using # to mention tasks, projects, invoices, payments, supports, ... Please check out the uploaded screenshots, which demonstrates all visible parts of the module.

Created Jun 9, 2020 · Updated Jul 11, 2020 · ★ 5.00 (8) · 251 sales

Mailbox - Webmail based e-mail client module for Perfex CRM

Ever wanted a web-based client inside Perfex CRM’s admin area, to managing your mails from? We got you covered! By using our module, you will be able to allow your staff members to send/receive/draft/organize e-mails of their IMAP accounts, inside their dashboard. Cool, eh?

Created Dec 17, 2019 · Updated Sep 10, 2026 · ★ 4.78 (41) · 1.9K sales

Perfex Shop - eCommerce module to sell Products & Services with POS support and Inventory Management

Perfex Shop module enables the ability to sell your own Products or Services, through Customers Area, along with a Powerful Reporting and Inventory Management. Create a product in seconds: Point Of Sale functionality is also included:

Created Jun 11, 2020 · Updated Sep 10, 2026 · ★ 4.86 (14) · 629 sales

PolyUtilities for Perfex CRM

Support for administrators to customize and manage JavaScript and CSS code for customization in Admin, Clients, or both. Supporting Features:

Created Nov 30, 2023 · Updated Oct 1, 2026 · ★ 4.92 (13) · 136 sales

PerfShield - The powerful security toolset for Perfex CRM

Introducing PerfShield, the ultimate security module for Perfex CRM. Protect your Perfex CRM installation with PerfShield today and enjoy the peace of mind that comes with having a secure system.

Created Jun 5, 2023 · Updated Sep 10, 2026 · ★ 4.90 (10) · 251 sales

Perfex CRM - Flat Theme for Admin (Backend) Interface

Note: This is not a standalone script. It is a backend theme (staff-admin area) for Perfex CRM. Perfex can be purchased here. In case you are looking for the frontend version (clients area) of the theme, you can purchase it here.

Created Oct 2, 2019 · Updated Sep 10, 2026 · ★ 4.88 (8) · 456 sales

PrediX - Ultimate AI Module For Perfex CRM

Introduction to PrediX – An AI module for Perfex CRM with options like PrediX Chat , Image Generation , Audio Transcription , and Audio Translation :

Created Jun 2, 2023 · Updated Feb 21, 2026 · ★ 5.00 (12) · 192 sales

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

Custom SMS & Email Notifications module for Perfex CRM

If you have any questions, feel free to raise a support ticket at our support area. Guys from support department will get back to you as soon as possible with a reply.

Created Oct 15, 2019 · Updated Sep 10, 2026 · ★ 4.40 (20) · 690 sales

Stripe SEPA Direct Debit payment gateway for Perfex

Stripe SEPA Integration: Our module seamlessly integrates with Stripe, allowing you to accept SEPA payments directly from your customers’ bank accounts. Automatic Payment Captures: Once authorized, our module automatically captures SEPA payments, saving you time and effort. Effortless Configuration: Simply enter your Stripe API settings within Perfex CRM, and you’re ready to start accepting SEPA payments instantly. Enhanced Payment Options: Expand your payment options and offer your customers the flexibility to pay directly from their SEPA-enabled bank accounts. Streamlined Payment Flow: Say goodbye to manual payment processing and let our module handle the entire payment flow, from authorization to capture. Experience the future of payment processing with the Stripe SEPA Payment Gateway Module for Perfex CRM. Simplify your payment workflows, increase efficiency, and provide your customers with a seamless payment experience. Take your business to new heights and start accepting SEPA payments effortlessly.

Created Jun 13, 2023 · Updated Sep 10, 2026 · ★ 5.00 (7) · 79 sales