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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
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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
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Multiple Companies with the Same Primary Contact for Perfex CRM
High Resolution: No, Compatible Browsers: IE11, Firefox, Safari, Opera, Chrome, Edge, Software Version: PHP 8.x, PHP 7.x
Created Jul 8, 2024 · Updated Mar 15, 2026 · ★ 5.00 (8) · 134 sales
#4
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
#5
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
#6
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
#7
2FA Authenticator Module for Perfex CRM – Compatible with Google, Microsoft, Authy & More
2FA Authenticator Module for Perfex CRM enhances your CRM security by enabling two-factor authentication (2FA) using industry-standard TOTP (Time-based One-Time Password) apps such as Google Authenticator, Microsoft Authenticator, Authy, and others.
Created Jun 28, 2025 · Updated Sep 2, 2026 · 35 sales
#8
MailboxAI - Webmail + AI Assistant For Perfex CRM
MailboxAI brings a real webmail experience directly inside Perfex CRM — so your team can read, reply, organize, and convert emails into CRM work without switching tabs all day.
Created Feb 7, 2026 · 54 sales
#9
Workflow Automation module for Perfex CRM
Workflow Automation module is a powerful and intelligent extension designed to streamline business processes, reduce repetitive work, and ensure consistency across the entire Perfex CRM ecosystem. By combining advanced workflow management tools with deep integration into both core CRM entities and extended business modules, it enables organizations to optimize operations, boost productivity, and maintain greater control over their processes. With comprehensive features, robust integrations, and a user-friendly designer, this module transforms Perfex CRM into a true process-automation powerhouse—driving efficiency, consistency, and agility across the organization. This module integrates the objects, data, actions of core Perfex CRM (Sales, Customers, Leads, Expenses, Contracts, Projects, Tasks, Support,...) and the modules below (if they are already activated):
Created Sep 22, 2025 · Updated Jul 26, 2026 · ★ 5.00 (3) · 83 sales
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TrackChat - Inbox for Perfex CRM with AI Agents
Important: TrackChat is a module that runs inside Perfex CRM — not a standalone application. You need an existing install of Perfex — Powerful Open Source CRM to use it.
Created May 28, 2026 · Updated Oct 9, 2026 · ★ 0.00 (2) · 37 sales
#11
ServiceDesk - Repair & Work Order Manager for Perfex CRM
ServiceDesk is a flexible repair, service job, and work order management module for Perfex CRM. It helps businesses manage customer repair requests, service jobs, technician assignments, diagnosis, checklists, approvals, tracking, attachments, job sheets, and linked billing records from one central Perfex CRM workflow.
Created Apr 30, 2026 · Updated Aug 16, 2026 · ★ 3.67 (3) · 21 sales
#12
PulseChat - OmniChannel AI Customer Service module for Perfex CRM
PulseChat brings a modern chat & omnichannel inbox inside your Perfex CRM installation and pairs it with a powerful AI assistant (OpenAI + Anthropic). Your team answers WhatsApp, Telegram, Email, SMS, and more from a single screen – while AI drafts replies, suggests responses, summarizes long threads and even translates messages in real‑time. Instead of juggling browser tabs, phones and shared inboxes, your agents stay in Perfex, with full client/lead context always visible. PulseChat feels like Slack/Teams, but fully aligned with your CRM, tickets and sales pipeline.
Created Mar 19, 2026 · Updated Sep 10, 2026 · ★ 4.20 (5) · 53 sales
#13
Project Management Enhancements Module for Perfex CRM
Note: This is a module for Perfex CRM, not a standalone script. This module works best on Perfex CRM version 3.2.1 and later. We recommend testing this module on a staging copy before deploying to your production Perfex instance. This module is specifically designed for standalone installations of Perfex CRM and may not work if you have set up Perfex CRM as a SaaS service.
Created Jan 1, 2025 · Updated Mar 13, 2026 · ★ 4.00 (3) · 118 sales