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MailChimp Module for Perfex CRM

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

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

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

Project Roadmap - Advanced Reporting & Workflow module for Perfex CRM Projects

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

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