Perfex CRM CustomizationWe are Here!
We Employ the Most Advanced Quality Standards for Perfex CRM Development and Customizing. More than eleven years of expertise with Web Design and Development. Our team has been involved with Perfex CRM’s complex modification and module development
Services We’re Offering
A Few Thoughts On My Experiences
Perfex CRM update
Integrate 3rd party APIs
Managing and Create Invoices
Develop Custom Module
Install Perfex CRM
Set-up Perfex CRM module.
FEATURES AND BENEFITS
Perfex CRM Customized Screens
Arabic Language Integration Including Data
Employee Dashboard view by Manager Role
Item Approval Multi Grouping and Non Stock Items
Role Based Lead with Project name and warehouse Concept
Role, Region, Salesman Filter with Customized Quotation with customized Status
Staff with Parent Id Role
Knowledge Base For Customers & Staff Members
BUILT-IN STAFF TASKS
Tasks can be assigned to multiple employees and assigned task followers. Task comments are permitted, as well as task attachments are permitted.
The contract feature lets you secure the sales that are currently in effect and highlight the sales you have made and highlight them. Create PDF documents in less than one minute and email them to your customers using the built-in emailing contract feature. You can send out reminders to your customers before when the contract is due to expire.
SEND SURVEYS TO LEADS AND CUSTOMERS
Create surveys that will delight your customers. Include your questions to increase your company's effectiveness. Ability to send surveys to leads/customers/staff members and manually create mail lists.
Be aware of all business events and dates for invoice expiry as well as dates for contract expiry estimates deadlines, and the time to complete the task.
Create Effective Surveys
Set goals and track the results. Staff members are kept informed about any failure or success. They are monitoring everything.