#1
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?
#2
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.
#3
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 to use this plugin.
#4
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.
#5
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.
#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.
#7
Auto Attendance 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.
#8
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 to use this plugin.
#9
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.
#10
Zoom 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 to use this plugin.
#11
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 to use this plugin.
#12
Poll Manager for RISE CRM
Please send an email from Support page for any issues, questions or suggestions. To save time and get quick feedback, please don’t ask for support in comments section.
#13
SMS Notification for RISE CRM
Send SMS notifications to your team members and customers via Twilio. You can send one way SMS notifications. Please check the documentation about how to configure the plugin.
#14
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 to use this plugin.
#15
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.
#16
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.
#17
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.
#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.
#19
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.
#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.