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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.

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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.

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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.

Marketing Automation

Whatsapp BOT Marketing

This powerful module offers businesses a comprehensive suite of tools designed for WhatsApp marketing, AI-driven customer interactions, and real-time support

SMS Marketing

This module seamlessly integrates with any SMS gateway configured in your ERP system, ensuring complete compatibility across all platforms.

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Zoom/Google Meet Integration

This module empowers businesses to schedule, manage, and conduct virtual meetings directly within the Perfex interface, eliminating the need to switch between multiple platforms.

Mail Flow Automation

The system also tracks sent emails, monitors responses, and integrates seamlessly with your CRM data, providing a centralized platform for managing all communication.

Meet Link Manager

The platform offers a scheduling form to set up meetings, select participants (including customers, leads, and staff), choose a meeting service, and specify the date and time.

Live Chat Module

Live Chat module that allows you to integrate your Live Chat service, through almost every chat provider, onto your Customers Area and/or Administration area in ERP

In-house Wikipedia

An internal wikipedia solution to help organize and manage your knowledge resources. Intuitive, efficient, easy to use.

Google Integration

This module enables seamless two-way synchronization between Google Sheets, Google Docs and Perfex CRM, empowering you to Create, Edit, and Manage Spreadsheets effortlessly, right from your dashboard.

Pricing

Campaign Based Marketing

Strategy


Platforms


Goals


Operation Automation

This option allows you to never forget anything about your customers. Setting customer reminder is very easy navigate to the customer profile from admin area and click on the reminders tab.


To improve security while staff members are logging into the admin area, we have implemented two-factor authentication. Two-factor authentication can be configured for every employee that is created in the system.


To improve security while staff members are logging into the admin area, we have implemented two-factor authentication. Two-factor authentication can be configured for every employee that is created in the system.


This module users to generate and customize purchase orders with ease, ensuring accurate documentation of supplier details, product specifications, quantities, and pricing.




The module use for product categorization, stock movement tracking, purchase order management, and low-stock alerts, making it easy to stay on top of inventory requirements.


The module is use for efficient data entry, including item descriptions, quantities, and any discrepancies found during inspection.




This module allows users to document details of outgoing goods, including item descriptions, quantities, dates, and recipient information.



This module allows you to break down projects into defined phases, track progress against deadlines, and identify dependencies between tasks.




This function makes it simple for users to keep track of and manage activities at different phases of the project lifecycle, including "To Do," "In Progress," and "Completed."





This tool makes it simple for clients and team members to monitor project progress, communicate clearly, and work together on different project components.




This feature allows businesses to efficiently track and manage the tasks within their projects. It enables project managers and teams to create tasks, assign them to relevant members, set deadlines, and monitor progress in real time.


This feature makes it a useful tool for companies of all sizes by improving accountability, transparency, and workflow efficiency.And also businesses to efficiently log, track, and monitor the time spent on various tasks or projects




The feature allows for the customization of task categories, ensuring tasks are organized according to the specific needs of the business.


This feature, users can designate particular tasks as urgent or vital, giving them priority and making sure they are readily available when needed.


This feature allows users to filter tasks based on multiple criteria, such as due dates, status, priorities, assignees, and project associations, among others.


This feature allows users to track and monitor the status of each vehicle in real-time, ensuring optimal performance and maintenance.



This feature helps streamline the process of tracking warranty claims, ensuring timely follow-ups, and reducing manual errors.


This feature enables businesses to track and resolve customer issues, requests, and feedback in an organized manner.


HR & Account Automation

  •  Staff Hiring Process

    The platform offers capabilities for tracking the recruitment process, keeping in touch, and shortlisting individuals. Perfex CRM streamlines the staff hiring process by automating and arranging these phases, enabling companies to swiftly and efficiently recruit, evaluate, and onboard the best people.

  •  Staff Workload Manage

    This feature helps businesses effectively allocate and balance tasks among team members, ensuring optimal productivity and avoiding burnout.

  •  Timesheet and Leave Manage

    This feature employees can log their working hours against specific projects or tasks, giving managers a clear view of time allocation and productivity.

  •  Human Resource Manage

    This module enables companies to easily handle leave requests, keep track of attendance, maintain personnel records, and keep an eye on payment. Functions including role assignments, performance tracking, and automated alerts make HR work more efficient and well-organized.

  • HR Payroll Automation

    This module allows businesses to automate payroll calculations, including salaries, bonuses, deductions, and tax compliance, ensuring accuracy and reducing manual effort.

  • Fixed Equipment Manage

    This feature allows businesses to manage asset details, such as purchase date, warranty information, maintenance schedules, and depreciation records, all in one place.

  • Asset Management

    This feature allows businesses to catalog assets, assign them to employees or departments, and monitor their status, usage, and lifecycle.

  • Cashflow Manage

    This module provides a clear overview of revenue streams, expenses, and overall financial health, ensuring better decision-making.

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  • Account Planning

    This module users to organize and track key account details, including contact information, transaction history, communication logs, and client-specific notes, all in one centralized location.

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Pricing

We’ve offred the
best pricing for you

Full ERP Automation

₹ 45,000


Popular
Sales Automation

₹25,000


Consultation & Training

₹ 5,000


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