Sales Automation
Own Chat System Like Whatsapp
This add-on module uses the Pusher API to facilitate real-time conversation and is constructed with PHP, JavaScript, and jQuery. In contrast to conventional chat systems, it eliminates server slowdowns and employs WebSockets for a quicker, more effective experience.
Deals Management
Get a summary of the deals that have occurred in the past 30 days, the past week, and the past month. For every transaction, assign tasks, products, files, and users. Control conversations and notes. Get a calendar view for each deal detail as well. To put it briefly, transaction management has never been simpler. and more
Appointment Management
Appointly gives you the option to invite leads, internal connections, and external contacts, among other kinds of attendance. The module's straightforward, user-friendly design allows for completion confirmations, appointment approval, cancellation, and email and SMS notifications.
Marketing Automation
This module offers a central database for all marketing data and communications, assisting marketers in crafting timely, segmented, and personalized marketing experiences for clients or prospects. It also offers automation tools for a variety of marketing channels, such as digital advertising, email, social media, lead generation, and direct mail.
Lead Management
Using the most recent technologies, the lead management module enables many calling methods to connect with the Perfex core leads. This module helps to maintain information in a better way for communication, which will help to convert leads more efficiently than manual phoning and data storage.
Lead Scoring View
As leads flows into your CRM from various sources e.g Facebook, Google, Event e.t.c, You will agree with me that all Leads do not require the same level of attention.This is why we have developed a Lead Scoring Module, you can Use criteria to rate your Leads and target the best Leads with utmost important to you.
Sales Commission Program
As leads enter your CRM from a variety of sources, such as Facebook, Google, events, etc., you will concur with me that not every lead needs the same amount of attention.For this reason, we have created a Lead Scoring Module that allows you to grade your leads using criteria and focus on the ones that are most relevant to you.
Affiliate Marketing
Pay-per-click, per-unique-click, fixed, or percentage commission types can all be used to determine affiliate compensation rates. The administrator may establish the affiliate terms and conditions. It is possible to access comprehensive statistics data, including monthly and annual charts, sales and payment records, and track record lists. The administrator may employ a variety of payment mechanisms to distribute commissions to its affiliate users.
Sales Agent
Your company's sales agents and commissions can be managed with the help of the Sales Agent Management Module. Admins can set commission percentage levels for sales agents and access key sales data on their dashboards as sales agents construct new customer profiles and track orders. Additionally, sales representatives have their own dashboards. They have the ability to examine consumer information, orders, commissions, and other statistical data.
Staff Approval
The best way to effectively handle staff approvals in Perfex CRM is to use Approvify. It provides an extensive feature set for creating, monitoring, and managing various approvals, guaranteeing smooth staff communication and responsibility.
Whatsapp BOT Builder
Within the Perfex CRM platform, our module is intended to improve the communication experience between employees and clients. Through the Perfex dashboard, it provides a direct, real-time chat client that enables employees to set up Marketing Actions (Auto responses, Bots, Campaigns, etc.) and interact with clients more effectively and individually.
Discussion and Community Forum
The purpose of the Discussion and Community Forum Module is to improve teamwork, communication, and idea exchange amongst users, clients, and team members. This module creates a central location for conversations, Q&A, and knowledge sharing by easily integrating with Perfex CRM.
Omni Channel Sales
The goal of Perfex CRM's Omni-Channel Sales module is to completely transform how companies handle client communications and sales across various platforms. This module offers a uniform platform to manage sales from marketplaces, social media, physical stores, online retailers, and more by seamlessly integrating with the CRM.
Customer Memberships
Perfex CRM’s Customer Loyalty and Memberships module is designed to empower businesses to create personalized experiences and retain customers effectively. Reward your loyal customers, encourage repeat purchases, and foster brand loyalty—all within your CRM ecosystem.
Sales Agent Management
Your company's sales agents and commissions can be managed with the help of the Sales Agent Management Module. Admins can set commission percentage levels for sales agents and access key sales data on their dashboards as sales agents construct new customer profiles and track orders. Additionally, sales representatives have their own dashboards. They have the ability to examine consumer information, orders, commissions, and other statistical data.
Event Management and Ticket Booking
Event Management and Ticket Booking Module is a cutting-edge tool made to simplify event preparation, marketing, and execution while guaranteeing smooth ticketing processes. With this module, organizations can easily develop, manage, and promote events because it integrates directly into the Perfex CRM ecosystem.
OKRs - Objectives and Key Results
OKR is a straightforward, quick-cadence technique that incorporates the creativity and viewpoint of every team. One of the key advantages of OKR is that it helps the organization become more aligned. The objective is to make sure that everyone is moving in unison, with distinct priorities, and at a steady pace. The initial idea behind OKR originated at Intel and quickly expanded to other Silicon Valley businesses.
Social Media Lead Integration
You may sync your Facebook leads with Perfex CRM's leads by using the Social Media Leads Integration Module. You can make sure that no potential client is overlooked and that every lead is recorded instantly by integrating your Social Media Leads Leads with Perfex CRM.
Add-on SMS Manager
This module is perfect for marketing campaigns, appointment reminders, and notifications because it offers features like bulk messaging, message scheduling, and customized themes. The module delivers dependable performance and smooth integration with real-time delivery tracking and compatibility with numerous SMS gateways.
Auto Reminder for Sales, Task, Payment
This module streamlines processes by automatically alerting clients or team members to impending sales opportunities, task due dates, and payment deadlines. You can customize reminders by adjusting their priority, frequency, and delivery mechanism (e.g., email or SMS) using customisable options.
Front-end Ecommerce Store
Use our bundle to unlock Perfex CRM's full potential. Get it now to grow your company to new heights! For companies who utilize Perfex as their CRM solution, the Perfex Ecommerce Business Bundle is made to provide a wide range of Business Modules that can be added into Perfex to satisfy the most frequent business requirements.
Decision Model and Notation(DMN)
DMN is a modeling language and notation used to precisely specify business rules and decisions. By employing clearly legible diagrams, DMN may help all stakeholders grasp a difficult area of decision-making in your firm. Edit, Delete, View, Save, Download as SVG, Print, Like, and Dislike. Our module is a terrific tool for the entire staff team because it enables dynamic filtering of diagrams, grouping, sorting, and live searching through the accessible diagrams.
