The Largest Curatorial Library
With Perfex Crm Module Perfex Crm

perfexPerfex ModulesAdd OnsPerfex CRM ModulesPerfex HrmPerfex LeadsPerfex AddonsPerfex Pluginsperfex module
REST API module for Perfex CRM - Connect your Perfex CRM with third party applications

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

Go to Website
Purchase Management module for Perfex CRM

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

Go to Website
OKRs - Objectives and Key Results for Perfex CRM

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

Go to Website
Customer Loyalty and Memberships for Perfex CRM

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

Go to Website
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

Go to Website
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

Go to Website