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.
Article is edited by: bosa2020 - Yesterday, 22:30
The most complete communication add-on for Perfex CRM. Real-time staff chat, client messaging, group conversations, AI-powered chatbot with lead capture, WebRTC voice and video calls, live support panel, CSAT analytics, all in one module.
Service Management is a professional Perfex CRM module designed for handling service and repair jobs with field technician assignment, real-time workflow tracking, secure image uploads, geolocation logs, OTP verification, and a dedicated mobile app for technicians.
Perfex CRM is self hosted Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses.
This module allows you to enable REST API functionality at your your Perfex CRM installation.
Article is edited by: bosa2020 - 09/03/2026
PolyUtilities boosts Perfex CRM with powerful customization and workflow enhancements.
Article is edited by: bosa2020 - 27/02/2026
By using our module, you will be able to allow your staff members to send/receive/draft/organize e-mails of their IMAP accounts, inside their dashboard.
Article is edited by: bosa2020 - 27/02/2026
Webhooks module for Perfex is a module that will allow to exchange realtime information between Perfex CRM and every other service that supports webhooks, making possibilities and automation, unlimited.
Article is edited by: bosa2020 - 13/02/2026
Facebook & Instagram Leads Integration connects your Facebook and Instagram Lead Ads directly to your Perfex CRM.
Task templates modules allows you to create templates for your tasks. So you dont have to fill all information again while creating task. Just select template add a start date and done.