The Largest Curatorial Library
With Perfex Modules

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

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

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

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

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

Fleet Management module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script. This module requires the HR Records Management and Purchase Management modules to be installed.

Created Jul 20, 2024 · Updated Jul 25, 2026 · ★ 5.00 (10) · 129 sales

Appointly - Perfex CRM Appointments

NOTE: This is not a standalone appointments module. It requires Perfex CRM application version 3.0.0 or higher installed, as this is a module for Perfex CRM.

Created Jan 13, 2020 · Updated Jun 20, 2026 · ★ 4.31 (71) · 1.5K 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

Service Management module for Perfex CRM

Service Management Module consists of the processes and activities that help you track, record, and manage your service processes, enabling you to improve service for your customers now and in the future.

Created Aug 1, 2024 · Updated Jul 26, 2026 · ★ 5.00 (8) · 108 sales

Customer Service Management module for Perfex CRM

Customer Service Management Module is a comprehensive suite of tools that businesses use to streamline and enhance their customer support operations. It serves as a centralized platform that lets companies manage customer inquiries, track interactions, and provide timely and personalized support across multiple customer service channels.

Created Jul 28, 2024 · Updated Jul 25, 2026 · ★ 5.00 (6) · 105 sales

Document Management module for Perfex CRM

Document Management Module is a digital solution that helps organizations process, capture, store, manage and track documents. This module helps you organize, maintain, and govern documents from managers and any person who creates or uses them in their business activities. Control and track the entire life cycle of every document with automation, notifications, and auditing.

Created Jul 25, 2024 · Updated Jul 25, 2026 · ★ 4.64 (11) · 207 sales

Logistics Management module for Perfex CRM

Logistics Management Module is a comprehensive, enterprise-grade solution designed to optimize and streamline end-to-end logistics operations. It caters to a diverse user base, including company staff, drivers, and customers, ensuring seamless coordination and operational efficiency across the entire logistics chain. By integrating various functions into a single, cohesive platform, this module enhances real-time decision-making, improves operational transparency, and boosts overall service quality.

Created Mar 11, 2025 · Updated Jul 26, 2026 · ★ 5.00 (5) · 71 sales

ImportSync - CSV Mapping For Perfex CRM

ImportSync is the ultimate solution to streamline your data integration within Perfex CRM, providing an intuitive and user-friendly interface to effortlessly map your various CSV files to Perfex’s built-in CSV format. With seamless support for mapping Leads, Customers, Expenses, Items, and even a newly introduced Staff CSV, ImportSync enhances your data management experience like never before.

Created Sep 2, 2023 · Updated May 9, 2026 · 74 sales