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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

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

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

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

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

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

Spreadsheet Online for Perfex CRM

Our support team is always around to help. Feel free to raise a support ticket. Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

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

PrediX - Ultimate AI Module For Perfex CRM

PrediX transforms Perfex CRM into a practical AI workspace for teams: chat, image generation, image editing, audio tools, templates, and smart document workflows in one module.

Created Jun 2, 2023 · Updated Feb 21, 2026 · ★ 5.00 (12) · 192 sales

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.

Created Aug 8, 2021 · Updated Oct 7, 2026 · ★ 4.45 (20) · 580 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

Products and services for Perfex CRM

High Resolution: No, Compatible Browsers: IE10, IE11, Firefox, Safari, Opera, Chrome, Edge, Software Version: PHP 7.x

Created May 8, 2020 · Updated Mar 3, 2025 · ★ 4.41 (17) · 505 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

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

ProjectSpot - Projects Showcase For Clients Perfex Module

NOTE: Please feel free to contact us at lenzcreativee@hotmail.com for a complimentary module consultation and to discuss your ideas. We look forward to assisting you.

Created Jun 13, 2023 · 25 sales

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

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

Our module enables the ability to sell your own Products or Services, through Customers Area, along with Powerful Reporting, Inventory Management, and a full suite of Marketing & Conversion tools.

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