What are the Best Addons/Modules for Perfex CRM?

 

Third-party modules and add-ons can considerably improve the functionality of any CRM. The same is in the case of Perfex CRM. In this article, we will go through the finest Perfex addons. We will also try to understand what they do and how to utilize them to make your life easier.

Perfex CRM is designed to be readily upgraded through custom CRM development and third-party modules. As a result, we provide a variety of modules and add-ons that enable users to extend the capabilities of their CRM platform. They include anything from more payment options to better communication, email, and much more.

 

Modules for communication

Many Perfex CRM modules specifically plan to enhance interaction with your users.

Chat with Perfex CRM

Perfex Best Perfex- Open Source CRM Chat is a PHP, JavaScript, and jQuery-based module that enables real-time chat communication. Consider it as a walkie-talkie, but with the host. It employs web sockets instead of HTTP queries, which means your server is faster and real-time communication between staff and consumers is easier. 

·         Grouping, exporting discussions, and creating tickets from these chats are more complex functions. 

·         It is an excellent alternative if you want to connect in real-time but don't want to spend a lot of money on things like walkie-talkies or live chats.

Ideal for webmail

Setting up "Mailbox - the web-based mail client module for Perfex CRM" in Perfex is another wonderful suggestion if consolidating all of your communication methods into one platform. The mailbox client has integrated into your dashboard.

·         After activation, you and your staff can send, create and manage IMAP emails from the CRM Dashboard.

·         It eliminates the need for them to switch accounts and saves you money on an expensive webmail client.

Custom SMS Notifications

"Custom SMS and Email Notifications for Perfex CRM" is one of our favorite Perfex CRM integrator experience. It is beneficial since it enables employees to send customized SMS and email notifications to users straight from the Perfex CRM backend. Emails are fantastic, but text messaging allows for more personal and real-time connections.

Modules for sales and business

The most critical component of any initial sales encounter is making an appointment for your lead's time. There are plenty of internet platforms that allow you to provide a link. These platforms let others make their appointments in your calendar. All these tools are either quite limited and free or strong yet pricey. 

·         Perfex CRM modules, fortunately, include a plugin. It mimics this feature and interfaces with the tool directly.

·         It has many extra features, including SMS notifications, external functionality, and deep integration with the custom features delivered by default by Perfex CRM.

·         So, it allows you to manually book appointments through the interface with Google Calendar or Outlook Calendar.

Commissions on sales.

The module of this CRM is "Sales Commission Plan for Perfex CRM," which is related to sales. It is especially handy for your company's sales agents. The reason is that you can quickly enter commissions for promoting items and services in the module.

·         Essentially, the module allows you to pay a percentage of any invoice or purchase to designated sales agents. 

·         Companies that are currently doing it may be paying for third-party services. However, by incorporating this module, you will not lose any money. 

Management of Inventory 

Perfex CRM isn't just for service providers; with this module, any company involved in inventory management can benefit from this robust platform." Perfex CRM Inventory Management provides exactly what it says on the tin: it allows you to track things as they move through your company's supply chain. You may make better-educated judgments using the data in Comma's core platform and correlate individual items/products to customers or receipts.

Human Resource Management is a term used to describe

HRM is a phrase used to define Human resource management as possibly the most crucial aspect of Perfex CRM that is lacking. It is a super-exciting function that many businesses require. Therefore, it's a welcome addition. It allows you to keep track of payroll, employees, shifts, work hours, and insurance information, among other things. Using the HR module, in general, can be a significant time and money saver if you have a small firm with employees. 

Woo Commerce integration is available.

The Woo Commerce plugin in Perfex CRM plugins easily connects your online store with your CRM. All order information is transferred from your store to the administration platform. For example, all orders, customers, receipts, and items sent between the two platforms.

Rest application programming interface.

The rest of the Perfex CRM module APIs allow you to link the tool with third-party apps in terms of integration. Unfortunately, this feature is not included in the primary product. However, you can use it as a third-party tool. The API is HTTPS-based, and the data format is JSON. 

The options are limitless.

ACH payments should use

If you take high-value payments, the present PayPal and Stripe integration may not be enough, as both charges roughly 3% for each transaction. As payment costs rise, ACH becomes a more attractive choice for financial transactions. Simply acquire the Best perfex crm customization estimate to streamline your Perfex CRM plugins experience.

·         Users will be able to pay directly from their bank account, and all accounts will be saved in your Stripe account as custom objects for future use.

·         If you have more expensive invoices and want to avoid transaction fees, this is a great option.

Modules with a Theme

The theme for an office is flat and professional.

Even though we've created a full post about theme modules for changing Perfex CRM plugins, general design. So, this module is one of the most popular and replaces internal forms. It benefits both your consumers and your employees because it is easier to use and has a more modern appearance.

Conclusion

As you can see, Perfect CRM has a wide library of third-party modules and Perfex add-ons that enhance the tool's functionality, usability, and utility. As a result, it's a fantastic resource. Please feel free to contact us in the comments area below if you have any queries on the best Perfex CRM modules/Perfex addons for Perfex CRM.