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Lead Manager Module for Perfex CRM
Lead manager module allowing various calling methods to connect with the Perfex core leads using latest tools. Unlike manual calling and storing data, this module helps to keep information in a better way for communication hence it will help to convert leads in a more efficient way.
Created Aug 8, 2021 · Updated Oct 7, 2026 · ★ 4.45 (20) · 580 sales
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Zoom Integration for RISE CRM
This is a plugin for RISE CRM that allows you to seamlessly integrate a single Zoom account, enabling authorized team members and clients to create and manage Zoom meetings directly within the platform. This plugin is compatible with RISE CRM version 3.1 and above.
Created Nov 2, 2021 · Updated Dec 22, 2025 · 93 sales
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Auto Attendance for RISE CRM
Auto Attendance for RISE CRM is a plugin that allows your team members to clock in/out automatically. You can configure this to clock in/out automatically while sign in/out. Also with cron job, you can setup auto clock out after a certain period. This plugin is compatible with RISE CRM version 3.1 and above.
Created Apr 24, 2022 · Updated Jul 9, 2025 · 83 sales
#4
WhatsApp plugin for RISE CRM
Note: This is not a standalone application. This is a plugin for RISE CRM. You have to install the RISE – Ultimate Project Manager & CRM (version 3.1 or higher) to use this plugin.
Created Oct 10, 2021 · Updated Mar 8, 2025 · 68 sales
#5
Unknown Login Notifier for RISE CRM
Note: This is not a standalone application. This is a plugin for RISE CRM. You have to install the RISE – Ultimate Project Manager & CRM (version 3.3 or higher) to use this plugin.
Created Apr 21, 2022 · Updated Mar 8, 2025 · 37 sales
#6
MailChimp Module for Perfex CRM
Mailchimp module allows for integration of Mailchimp email marketing platform with Perfex CRM. Using this, all contacts of Perfex CRM can be synced with Mailchimp as two way syncing. All Audiences and Stores can also be synced into Perfex CRM. It provides both individual and bulk syncing. Along with contacts, the estimates can also be synced with Mailchimp orders. Every estimate can be added to Mailchimp directly through Perfex.
Created Dec 14, 2022 · Updated Jan 18, 2023 · 44 sales
#7
Mailbox - e-mail client for ZiscoERP
By enabling, you will be able to allow your all users to send/receive/draft/organize e-mails of their IMAP accounts, inside their mailbox easily.
Created May 6, 2021 · Updated Jun 12, 2021 · 29 sales
#8
Mailbox - Webmail based e-mail client module for Perfex CRM
Ever wanted a web-based email client built right into Perfex CRM’s admin area to handle all your daily communications with your customers? We’ve got you covered! With our powerful Mailbox module, your staff members can send, receive, draft, organize, and label emails from their own IMAP accounts – directly inside their Perfex dashboard. Seamlessly convert emails into Tasks, Support Tickets, Leads, or even assign them to Customers as internal conversations – streamlining your workflow without switching tools.
Created Dec 17, 2019 · Updated Sep 10, 2026 · ★ 4.78 (41) · 1.9K sales
#9
Project Roadmap - Advanced Reporting & Workflow module for Perfex CRM Projects
Stop juggling spreadsheets and scattered tools. Project Roadmap turns your Perfex CRM into a professional-grade project management powerhouse – right inside the CRM you already use. Visual timelines, drag-and-drop boards, agile sprints, earned value tracking, timesheet approvals, AI-powered task suggestions, and a unified hub for your entire team.
Created May 19, 2020 · Updated Sep 10, 2026 · ★ 5.00 (5) · 544 sales
#10
Custom CSS for RISE CRM
Note: This is not a standalone application. This is a plugin for RISE CRM. You have to install the RISE – Ultimate Project Manager & CRM to use this plugin.
Created Jul 29, 2023 · Updated Jan 20, 2026 · ★ 0.00 (2) · 80 sales
#11
OG Image for RISE CRM
Note: This is not a standalone application. This is a plugin for RISE CRM. You have to install the RISE – Ultimate Project Manager & CRM to use this plugin.
Created Nov 9, 2023 · Updated Jan 20, 2026 · ★ 0.00 (1) · 6 sales
#12
Idea Hub module for Perfex CRM
Idea Hub is a module for PERFEX CRM that provides organizations with a better way to access existing system challenges and the opportunity to discover new solutions to these various challenges with ideas that will be provided by the Customer or staff and that would be further analyzed with the help of parameters i.e. rating, likes and dislikes.
Created Feb 2, 2022 · Updated Nov 21, 2024 · ★ 3.00 (4) · 70 sales
#13
Google Meet Integration for RISE CRM
Note: This is not a standalone application. This is a plugin for RISE CRM. You have to install the RISE – Ultimate Project Manager & CRM (version 3.5 or higher) to use this plugin.
Created Nov 1, 2021 · Updated Mar 8, 2025 · ★ 0.00 (1) · 106 sales
#14
Poll Manager for RISE CRM
Note: This is not a standalone application. This is a plugin for RISE CRM. You have to install the RISE – Ultimate Project Manager & CRM to use this plugin.
Created Aug 14, 2021 · Updated Jan 20, 2026 · ★ 0.00 (2) · 48 sales
#15
SMS Notification for RISE CRM
Note: This is not a standalone application. This is a plugin for RISE CRM. You have to install the RISE – Ultimate Project Manager & CRM to use this plugin.
Created Aug 9, 2021 · Updated Jan 18, 2026 · ★ 0.00 (2) · 131 sales
#16
Social Login for RISE CRM
Note: This is not a standalone application. This is a plugin for RISE CRM. You have to install the RISE – Ultimate Project Manager & CRM (version 3.2 or higher) to use this plugin.
Created Aug 9, 2021 · Updated Mar 8, 2025 · ★ 0.00 (2) · 108 sales
#17
TayBetterSMS For PerfexCRM
This module allows you to add 3 new SMS triggers to Perfex CRM that will be used to send SMS notifications to contacts on creation of Invoice, Proposal and Estimates.
Created Aug 9, 2023 · Updated Jan 4, 2024 · 6 sales
#18
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
#19
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
#20
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