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REST API module for Perfex CRM - Connect your Perfex CRM with third party applications

Perfex CRM ships without a REST API. This module adds one – the original, and the only REST API module approved under Perfex CRM’s official module policy, sold and maintained continuously since 2019. It installs into your own Perfex CRM and gives you a complete set of commands to control your installation remotely, build third-party connections and read your data in real time. Integrate your CRM with any application, automate your processes and transform your workflow – without commissioning a single line of custom backend work. The API operates over HTTP/HTTPS and is fully RESTful: it uses standard HTTP methods and status codes (GET / POST / PUT / DELETE), so any developer or tool that speaks HTTP already knows how to use it.

Created Dec 12, 2019 · Updated Oct 9, 2026 · ★ 4.92 (46) · 3K sales

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 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

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 their teams or clients. Every password is stored AES-256 encrypted in the database and can be shared safely through an advanced access control system. Keep logins, credit cards, email accounts, server credentials and software licences in one place inside Perfex CRM, organise them in a tree of categories, generate strong passwords for your team, and grant colleagues or clients exactly the level of access they need – read only, or full edit. Passwords can be attached to Contracts and Projects, shared with customer contacts through the Client Portal, and every action is written to an activity log so you always know who opened or changed what.

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

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

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

Manufacturing Management module for Perfex CRM

Note: This is a module for Perfex CRM and must install with the INVENTORY MANAGEMENT MODULE (from version 1.2.5) to manage inventory of raw materials & products and the PURCHASE MANAGEMENT MODULE. Not a standalone script.

Created Apr 13, 2022 · Updated Jul 22, 2026 · ★ 5.00 (22) · 430 sales

HR Payroll module for Perfex CRM

HR Payroll module allows you to pay your employees quickly and correctly every time you run payroll. The right system can shave hours off your payroll process, help you pay payroll taxes, and comply with labor laws.

Created Apr 26, 2021 · Updated Jul 22, 2026 · ★ 4.80 (40) · 789 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.

Created Jun 16, 2020 · Updated Aug 1, 2026 · ★ 4.78 (41) · 700 sales

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 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

Email Template Manage Module For Perfex CRM

Introducing our groundbreaking Email Manager with AI Assistant module for Perfex CRM, designed to revolutionize the way you handle email communications. With a host of powerful features, this module empowers you to create custom templates for customers, leads, invoices, proposals, projects, tasks, contracts, and estimates, ensuring that your emails are tailored to suit every occasion.

Created Feb 1, 2024 · Updated Jul 30, 2026 · ★ 5.00 (15) · 198 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

File Sharing module for Perfex CRM

File Sharing is an online file sharing platform that can be used to share multiple files among clients, partners and colleagues. The files can be sent by email or an url that can be shared with everyone you would like to. Please check out the uploaded screenshots, which demonstrates all visible parts of the module.

Created Apr 5, 2021 · Updated Jul 21, 2026 · ★ 4.81 (21) · 499 sales

PolyUtilities for Perfex CRM

Advanced Customization Tools for Perfex CRM (Custom Context Menu: a right-click menu with multi-level access to system components). (All-in-one, easily customize your Perfex CRM)

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

Sales Agent Management module for Perfex CRM

Note: This is a module for Perfex CRM and need to integrate with the INVENTORY MANAGEMENT MODULE (from version 1.3.0) to manage inventory of products.

Created Oct 1, 2022 · Updated Jul 24, 2026 · ★ 5.00 (10) · 240 sales

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