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

This module enables you to use REST API through your Perfex CRM. It includes a variety of useful commands in order to control your Perfex installation remotely, through third party applications. The Perfex API operates over HTTPS and uses JSON as its data format. The API is a RESTful API and utilizes HTTP methods and HTTP status codes to specify requests and responses. A REST API defines a set of functions which developers can perform requests and receive responses via HTTP protocol such as GET and POST. Our item contains a complete documentation – If you are unsure about your coding skills or you do not understand what exactly an API is, you might need to consider hiring an expert.

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

Manufacturing Management module for Perfex CRM

Note: This is a module for Perfex CRM and need to integrate with the INVENTORY MANAGEMENT MODULE (from version 1.2.5) 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

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

PolyUtilities for Perfex CRM

Support for administrators to customize and manage JavaScript and CSS code for customization in Admin, Clients, or both. Supporting Features:

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

Spreadsheet Online for Perfex CRM

Spreadsheet Online Module is a powerful spreadsheet editor that lets you do pretty much everything you can do with contemporary spreadsheet software like Excel. This module helps you reach your goals and lead you to make better decisions. There’s nearly nothing you can’t track and manage using this module.

Created Nov 26, 2020 · Updated Sep 21, 2026 · ★ 4.62 (21) · 410 sales

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

Mention and Tag for Perfex CRM

Mention and Tag for Perfex CRM help you create discussion or support topics, when using @ to mention someone or using # to mention tasks, projects, invoices, payments, supports, ... Please check out the uploaded screenshots, which demonstrates all visible parts of the module.

Created Jun 9, 2020 · Updated Jul 11, 2020 · ★ 5.00 (8) · 251 sales

Bank/Cash Account Balances For Perfex CRM

Account balance module allows you to view the total balance of your accounts. You can transfer funds between your accounts and access a detailed list of your accounts. This makes it easier for you to track account transactions

Created Dec 8, 2023 · Updated Apr 13, 2024 · ★ 5.00 (5) · 54 sales

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?

Created Dec 17, 2019 · Updated Sep 10, 2026 · ★ 4.78 (41) · 1.9K sales

Perfex Shop - eCommerce module to sell Products & Services with POS support and Inventory Management

Perfex Shop module enables the ability to sell your own Products or Services, through Customers Area, along with a Powerful Reporting and Inventory Management. Create a product in seconds: Point Of Sale functionality is also included:

Created Jun 11, 2020 · Updated Sep 10, 2026 · ★ 4.86 (14) · 629 sales

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.

Created May 19, 2020 · Updated Sep 10, 2026 · ★ 5.00 (5) · 544 sales

Staff Approvals Management For Perfex CRM

Approvify is the ultimate solution to efficiently manage staff approvals within Perfex CRM. It offers a comprehensive set of features designed to create, track, and manage different types of approvals, ensuring seamless communication and accountability among staff members.

Created Oct 4, 2023 · Updated May 9, 2026 · ★ 5.00 (3) · 123 sales

QR Code addon module for Perfex CRM

The modules adds a QR Code which can contain custom information like invoice link/details, GST details etc. that will be revealed to customers when they scan, you can check the screenshots to get more familiar how the module payment flow will look after purchase.

Created Apr 21, 2022 · Updated Jan 3, 2025 · ★ 0.00 (1) · 114 sales

XML Toolkit With E-Invoice export for Perfex CRM.

Fully Manage permission of staff to export PDF NOTE: This is not a standalone module, the module requires Perfex CRM;application installed which can be purchased here

Created Nov 6, 2023 · Updated Mar 5, 2025 · ★ 3.50 (8) · 96 sales

Deals Management for Perfex CRM

Get an overview of deals in a week, month, and deals in the last 30 days. Assign Tasks, Products, Files, and Users for each deal. Manage discussions and notes. Also, get a calendar view for every deal detail. In short, managing deals has never been easier. and more

Created Aug 30, 2023 · Updated Mar 27, 2026 · ★ 3.31 (13) · 167 sales

Advanced Status Manager module for Perfex CRM

Note: This is not a standalone script, but it’s a module for Perfex CRM and requires an installation of Perfex CRM Software. Please also note, that Advanced Status Manager Module runs on PHP Version 8+. It will not work if you have older PHP version on your server. Please consider this before buying.

Created Dec 24, 2025

PerfexLanding - LandingPage builder for PerfexCRM

High Resolution: No, Compatible Browsers: Safari, Chrome, Software Version: PHP 8.x, PHP 7.x

Created Apr 7, 2021 · Updated May 3, 2025 · ★ 4.00 (9) · 331 sales

MNS - Perfex CRM Application para MacOS, Windows, Linux

Hello how are you? This is a project for those who want to offer their customers and their team the PERFEX CRM system for use App/executable for MacOs, Windows and Linux, gaining more confidence and credibility with your logo/brand. You no longer need to use browsers to access the PERFEX CRM system, I have been using this application for 2 years and it is in great evolution, my customers download the executable on their machine, perform the installation and use it as a program, this application saves the password in the cache of the system, so you don’t need to log in every time you open the application, and integrated with the native notifications of each operating system, cool right. <iframe width=”560” height=”314” src=”//www.youtube.com/embed/B8t1KMF5OFE” allowfullscreen=”allowfullscreen”></iframe> How does it work? You will download the project structure, the project is done in the ElectronJs framework, you will need the Visual Studio Code, you will configure some routes for it to read your PERFEX CRM, after that, just generate the executable for the operating system you want to use. Here at the company we use two versions, version for the client and version for the team, today my team is 38 people, more than 800 clients all use the applications on MacOs and Windows systems. If you need help we are available to give you all the support to be successful in your company. Click on the link below to download the demos: Download demo for mac, windows and lunux

Created Oct 9, 2020 · Updated Nov 27, 2023 · ★ 3.90 (10) · 145 sales

Workflow Rules and Automation Module for Perfex

Note: This is not a standalone application. This is a plugin for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use this plugin.

Created Dec 30, 2023 · Updated May 5, 2025 · ★ 0.00 (2) · 147 sales