What Are The Best Perfex CRM Addons/Modules?

Published: 7 months ago

The functionality of the Perfex CRM Can be greatly extended by the addition of 3rd party add-ons and modules. In this list, we're going to cover what the best perfect CRM add-ons are, what they do, and how you can use them to make your life easier.

The Perfex CRM was built with the idea that it could be easily expanded by custom development or third party modules. Because of that, there is a robust offering of these said modules and add-ons that enable users to add additional functionality to their customer relationship management platform. These range from additional payment methods, to better communications, to email, to more.

This list acts as a follow up to our Perfex CRM review, which you can read here.

We've used many of these Perfex CRM add-ons and modules personally, and have had a great experience with each of them.

Communications Modules

If you're looking to enhance the communication with your customers, there are several Perfex CRM modules created specifically for that.

Perfex CRM Chat

The Perfex CRM chat is a module built with PHP, JavaScript, and jQuery, and it allows for real time live chat communication. Think intercom, but self hosted. It uses websockets and not HTTP requests, meaning that your server is quick, and it's easy for employees and clients alike to communicate with each other in real time. There are even more advanced features like creating groups, exporting conversations, and generating tickets from those conversations. If you're looking for a real time communication method, and don't want to spend a ton of money on something like Intercom or LiveChat, this is a great alternative.

Perfex CRM Chat - 1

Perfex Webmail

If you really want to integrate all of your communication methods into one individual platform, setting up the “Mailbox - Webmail based e-mail client module for Perfex CRMon Perfex Is another great idea. This integrates a mailbox client in your dashboard. Once enabled, you and your staff members can send, create, and organize IMAP email directly in the CRM dashboard. This means they don't have to move on to another account, and you don't have to spend money on an expensive Webmail client.

Custom SMS Notifications

One of our favorite add-on modules for the Perfex CRM is the “Custom SMS & Email Notifications for Perfex CRM”. This is really cool in that it allows staff members to send custom text messages and email notifications directly to customers from the back end of the Perfex CRM. Emails are great, but by sending text messages, your communications are much more personalized and real time period this is a very unique thing that your business could offer, and something that your competition does not.

Sales/Business Modules

Appointment Booking

The most important aspect of any initial sales engagement is scheduling a meeting with your potential client period to do this, there are dozens of tools on line that will allow you to send a link and allow somebody to self schedule a meeting in your calendar. However, all of these tools are either incredibly limited and free, or super powerful but super expensive. Luckily, there's a module for the Perfex CRM that copies this functionality and integrates directly with the tool. It allows your prospects to self schedule meetings through a Google calendar or outlook calendar integration , and comes with a ton of additional features such as SMS notifications, external forms, and deep integration with the customers feature that ships with the default Perfex CRM.

Appointly - Perfex CRM Appointments - 1

Sales Comissions

On the topic of sales, another module that is available for this CRM is called the “Sales Commission Program for Perfex CRM”. This is really helpful of your company employees sales agents, as you can easily play Commission for promoting products and services.

Essentially the module allows you to pay a percentage of any invoice or subscription two an individual sales Rep. For companies who already do this, you're probably paying for a third party service, and by integrating this module, you won't have to anymore.

Inventory Management

The Perfex CRM isn't just created for service providers, and with this module, any business that deals with inventory can make use of this powerful platform. “Inventory Management for Perfex CRMDoes exactly what the name suggests and allows you to track your goods across the businesses supply chain. because you have all of your information on a central platform comma you can make more informed decisions comma and even attach these specific units/products to customers or invoices.

Inventory Management for Perfex CRM

Human Resources Management

Perhaps the biggest missing feature from the Perfex CRM is human resources management. This is a major feature that many companies need, So of course there is an add-on for it. This helps you manage your payroll, employees, shifts, hours worked, insurance information, and more. Essentially, if you are a small business with employees, using the human resources module could be very helpful in saving you time and money.

WooCommerce Integration

The WooCommerce Module for Perfex CRM Affectively bridges the gap between your online store and your CRM. This pushes all order information from your shop to the management platform. For example, any orders, customers, invoices, and products are pushed back and forth between both platforms.

REST API

On the topic of integration, the rest API for Perfex CRM module allows you to easily connect the tool with third party applications. Unfortunately, this feature does not come with the main product, but is a necessity if you use third party tools. The API operates over HTTPS and uses JSON as a data format. this will allow you to connect to things like Zapier, email marketing platforms, and more. The possibilities are endless.

Stripe ACH Payments

If you accept high value payments, the built-in integrations to PayPal and stripe may not be adequate for you as they charge around 3% per transaction. As payments grow in value, ACH becomes a better option for financial transactions. To facilitate this with the Perfex CRM, all you need to do is get the Perfex Stripe ACH gateway. This allows customers to pay you directly from their bank account, and all accounts will be stored as customer objects for easy reuse in your stripe account. This is incredibly helpful if you have high value invoices and want to forgo the transaction fees.

Theme Modules

Office Flat Pro Theme

While we wrote an entire article on theme modules, that allow you to change the overall appearance of the Perfex CRM, this is the most popular 1, and completely changes the look of the back end. This could be beneficial to both your clients and your employees, as it makes it a bit easier to use, and looks more modern.

Conclusion

As you can see, there is a hefty library of third party modules and add-ons for the Perfex CRM that extend the functionality, use cases and usability of the tool. It makes it from a $59 tool to an invaluable tool. if you have any questions about the best Perfex CRM modules/addons Feel free to reach out in the comments section below.

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