Waail Lab - Perfex Crm Modules List

Modules	Name	Description	Version
	Account Planning	Strategic account planning through a customer-centric approach to identifying priority accounts, capturing and analysing critical information, developing a strategy to expand and grow existing customer relationships.	1.0
	Accounting and Bookkeeping	Accounting is the process of recording and tracking financial statements to see the financial health of an entity.	1.1.6
	Perfex CRM Light Theme	Flat elegant light theme for Perfex CRM redesigns the ADMIN AND CUSTOMERS AREA and improves customer experience by adding simple white flat professional look for better user interface.	1.3.2
	Advanced Status Manager	Advanced Status Manager Module for Perfex CRM will boost your productivity with lots of awesome features. With this plugin you will no longer need to edit Perfex CRM’s source code in order to create, edit, or delete custom tasks statuses or project statuses – you will get full control over them.	1.1.0
	Perfex AiWriter	With the help of OpenAI, Perfex AiWriter can automatically generate content, making it easier and faster for staff members to complete tasks. Additionally, the module can also send automated ticket replies when a new ticket is created or opened. This feature is powered by the OpenAI API and helps streamline the ticketing process.	2.5.0
	Perfex REST API	Seamlessly integrate your CRM with third-party applications, automate processes, and revolutionize your workflow. With our API module, you can harness the true potential of a custom connection without the need for any additional custom work.	2.0.3
	Appointly	Appointly is a versatile appointment scheduling module seamlessly integrated into Perfex CRM. It’s perfect for any appointment type and features easy integration with external forms across multiple websites. Manage appointments, add staff as attendees, set subjects, descriptions, dates, and times effortlessly.	1.2.4
	Staff Approvals Management	Online Approvals Management for Perfex CRM. Streamline and accelerate your approval processes with ease. Automate workflows, gain real-time insights, and ensure compliance effortlessly. Optimize efficiency, reduce bottlenecks, and improve decision-making. Elevate your CRM experience with seamless approvals.	1.0.0
	Assets Management	Assets Management Module for Perfex CRM, is a module that provides the ability of managing company’s assets inside Perfex’s dashboard. You will be able to separate your assets based on groups/locations/units and assign them to staff members. Check the next section of this description, for a complete list with functionality actions.	1.0.0
	Automation Manager	Automation Manager Module for Perfex CRM will make your Perfex CRM Software as cool as top shelf similar software on the market with dozens of automated actions. With this plugin you are able to create automation rules for tasks involving assignees and followers, time sheets, statuses and priorities, tags, comments, and even custom fields.	1.1.1
	Contas a Pagar	Módulo de contas a pagar	2.3.0
	Call Log	Want to make and receive calls in Perfex CRM using Twilio? What to send Single and Bulk SMS? Now your can with the most compelling must have module for any sales team or business using Perfex cRM	1.2.0
	Database Backup	Default module to perform database backup	2.3.0
	Cashfree Payment Gateway	“CASHFREE PAYMENT GATEWAY (INDIA)”, THIS MODULE CAN BE USE IN PERFEX CRM TO ALLOW PERFEX CRM USERS TO PAY THEIR INVOICES VIA CASHFREE PAYMENTS PAYMENT GATEWAY FOR INDIA.	1.0.0
	Coinbase Crypto Payment gateway	The modules integrates Coinbase Commerce which enables you to get paid using the most popular cryptocurrencies, you can check the screenshots to get more familiar how the module payment flow will look after purchase. Accepted crypto currencies	1.0.0
	Sales Commission Program	Set up a commission program so staffs can earn money promoting products.	1.0.7
	Custom Links	Custom links module allows you to add custom menu items in main menu and setup menu of Perfex CRM. It is small module helpful add quick bookmarks or your custom link in menu which can be quickly accessed. You don’t need to open code files to do such simple work. Just install module and add links from setup menu.	1.2.0
	PDF Customizer	This module fulfills the long-awaited need for comprehensive customization of PDFs, offering unparalleled flexibility in tailoring your Proposals, Estimates, Invoices, Credit Notes, and Contracts.	1.1.2
	Custom Data Tables	Are you ready to take control of your data tables in Perfex CRM like never before? Welcome to the future of data management with our groundbreaking module, which is designed to empower you with unparalleled flexibility and control over your CRM data, being a game-changer for businesses of all sizes.	1.0.0
	Deals	Deals module for Perfex CRM will allow you to manage your deals and proposals.	1.0.3
	Delivery Note	Delivery note module for sales. It allows you to create delivery notes (DN). You can convert Purhcase order (PO) and Estimates to DVL and DVL can be converted to PO and invoices.	1.0.5
	Dynamic Customized Theme	Advanced Theme that will provide predefined templates and easy customization as per your choice.	1.0.8
	Diagrams and BPMN	Diagramy module is complete diagram editor that will allow you to create, edit and share with your other staff members BPMN ( Business Process Model and Notation ), custom Flowcharts, Process diagrams, Org Charts, UML, ER & Network Diagrams through diagrams.net library. It also supports assignment to Projects and Tasks	1.0.3
	Elite Custom JS and CSS	Elite Custom JS and CSS allows admin to add multiple custom JS and CSS in admin area, client area and both with beautiful editor. Add Google analytics, Facebook pixel, Google tag manager and other services code for JavaScript. You any custom CSS code	1.0.5
	CSV Export Manager	Default module for Exporting data in CSV	1.0.0
	Advanced Email System for	Advanced Email System for Perfex CRM is a module that enables the ability to have independent email account settings for staff members! Its functionality is straight-forward, just head to the settings and add the requirement settings according to your SMTP account, in order to have your account’s emails sent through those specific settings.	1.2.0
	Facebook Leads	Facebook Leads Integration Module for Perfex CRM, allows you to sync your Facebook Leads through your Facebook page’s forms with Perfex Leads. It uses oAuth connect, in order to get access to your Pages, and it allows custom fields to be synced between Perfex / Facebook aswell. You can also use it in multiple pages that you manage.	1.0c
	Customer Feedback	Admin can generate a Form with Questions, which he can share with customers, or even share it on url to get the feedback.	1.0
	File Sharing	File Sharing is an online file sharing platform that can be used to share multiple files among clients, partners and colleagues. The files can be sent by email or an url that can be shared with everyone you would like to. Please check out the uploaded screenshots, which demonstrates all visible parts of the module.	1.0.9
	Flat Theme for Admin	Flat aesthetics for Perfex CRM's backend	1.0
	Flexible Backup and Restore	FlexiBackup is an Advance Backup/Restore & Migration Plugin.	1.0.1
	Workflow Rules and Automation	Are you wondering how you can Empower your team to deliver the best work? You can now Automate repetitive Actions in your Workflow using Workflow Automation Module	1.0.1
	Goals	Default module for defining goals	2.3.0
	GoCardless Payment Gateway	GoCardless Payment Gateway module	1.1.0
	HR Payroll	HR Payroll module allows you to pay your employees quickly and correctly every time you run payroll. The right system can shave hours off your payroll process, help you pay payroll taxes, and comply with labor laws.	1.0.4
	HR Records	HR Records is a human resource records system. The primary function is to provide a central database containing records for all employees past and present. Human resource records refers to the informational documents utilized by an organisation to carry out its functions. It represents the memory of organisation. The records provide information about the organisation which is maintained in tangible form i.e. written, pictorial, charts etc.	1.0.7
	Human Resources Management	This is the first complete Human Resources Management (HRM) solution for Perfex. Human Resources Management module for Perfex CRM, helps companies save time and manage their Human Resources directly inside their dashboard.	2.3.0
	ImportSync - CSV Mapping	ImportSync is the ultimate solution to streamline your data integration within Perfex CRM, providing an intuitive and user-friendly interface to effortlessly map your various CSV files to Perfex’s built-in CSV format. With seamless support for mapping Leads, Customers, Expenses, Items, and even a newly introduced Staff CSV, ImportSync enhances your data management experience like never before	1.0.0
	Custom JavaScript	Custom JavaScript for Perfex CRM, is a module that allows you to integrate your custom JavaScript code, onto your Customers Area and/or Administration area of Perfex CRM.	1.0.0
	Lead Manager	Lead manager module allowing various calling methods to connect with the Perfex core leads using latest tools. Unlike manual calling and storing data, this module helps to keep information in a better way for communication hence it will help to convert leads in a more efficient way. Only one account will be needed to manage all staff calls along with call permission management for individual staff to avoid unnecessary calls.	1.0.6
	Customer Loyalty and Memberships	Customer Loyalty & Memberships Module lets you loyalize your customers by rewarding them with points. With Customer Loyalty & Memberships, you can efficiently implement a reward system in your store. The loyalty points received by customers are redeemable as offering coupons, discounts on purchases, or other loyalty rewards. Not only that, the points are redeemable to attain the loyalty membership too, and become a part of the brand’s loyal members community.	1.0.2
	Marketing Automation	automates marketing actions or tasks, streamlines marketing workflows, and measures the outcomes of marketing campaigns. This module provides a central marketing database for all marketing information and interactions, helping marketers create segmented, personalized, and timely marketing experiences for customers or prospects. This module provide automation features across multiple aspects of marketing including email, social media, lead generation, direct mail, digital advertising, and more. This solution helps companies to sell and market better by automating the marketing activities and providing a personalised marketing experience across online and offline channels.	1.0.0
	Mailbox - Webmail based e-mail	Ever wanted a web-based client inside Perfex CRM’s admin area, to managing your mails from? We got you covered! 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.	2.0.1
	MailChimp	Mailchimp module allows for integration of Mailchimp email marketing platform with Perfex CRM. Using this, all contacts of Perfex CRM can be synced with Mailchimp as two way syncing. All Audiences and Stores can also be synced into Perfex CRM. It provides both individual and bulk syncing. Along with contacts, the estimates can also be synced with Mailchimp orders. Every estimate can be added to Mailchimp directly through Perfex. The Mailchimp settings can be configured once and will work for whole Perfex system.	1.0.0
	MailFlow - Customers & Leads Newsletter	MailFlow module is a feature-rich and advanced newsletter solution designed specifically for Perfex CRM. It enables businesses to effectively engage with leads and customers by creating and sending personalized newsletters. With its comprehensive set of features and advanced filters, MailFlow empowers businesses to optimize their email marketing campaigns and enhance customer communication.	1.0.0
	Manufacturing Management	This solution supports the entire spectrum of manufacturing styles, from high volume to engineer‐to‐order, and coordinates orders, equipment, facilities, inventory, and work-in-progress to minimize costs and maximize on-time delivery	1.0.3
	Mention and Tag	Mention and Tag for Perfex CRM help you create discussion or support topics, when using @ to mention someone or using # to mention tasks, projects, invoices, payments, supports,	1.0.2
	Menu Setup	Default module to apply changes to the menus	2.3.0
	Mindmap	Mindmap is a Perfex module that allows its users to visualize ideas process, share and present thoughts by brainstorming. Collaborative mind mapping and brainstorming tool.	1.0.5
	Multi-Page Web to Lead Form	Multi-Page Web to Lead Form Module is a fully responsive multi-page PHP working multipurpose ajax form with the necessary required field jQuery validation built on PHP, HTML5/CSS3, jQuery and Ajax. The module is easy to install and use.	1.0.3
	OKRs - Objectives and Key Results	OKR (Objectives and Key Results) is a goal system. It is a simple tool to create alignment and engagement around measurable goals.	1.0.2
	Omni Channel Sales	Omni Channel Sales Module is the process of selling your products on more than one sales channel. Omni-channel selling is what happens when your products are sold across multiple online and physical locations. For instance, you might choose to sell your products directly to customers on your website. But you might also offer products on popular platforms like POS, Sales Portal, WooCommerce Multiple Stores, Manual order and Pre-order. Selling across different popular channels is moving inventory to multiple channels.	1.1.5
	Paystack Payment Gateway	Paystack payment gateway for Perfex CRM will allow your customers to pay invoices using Paystack with credit card and other banking methods that Paystack provides. Paystack provides a quick and secure way of accepting payments from your customers.	1.0.0
	Perfex CRM Dark Theme	Flat elegant dark theme for Perfex CRM redesigns the ADMIN AND CUSTOMERS AREA and improves customer experience by adding simple dark smooth and flat professional look for better user interface.	1.1.5
	PerfexDashboard - Dashboard builder	Unlimited dashboard builder for PerfexCRM	1.0.1
	Perfex CRM Email Builder	Perfex CRM Email Builder is a design tool that helps you to effortlessly customize the emails that Perfex CRM is sending to your clients and team; for example, the order confirmation email sent to all customers when they make a purchase.	2.0.1
	CLIENT APP FOR PERFEX CRM	An API module for perfex mobile app	1.0.0
	Flat Pro Perfex CRM theme	Modern and futuristic new Office Flat Pro Perfex CRM theme for Perfex CRM that redesigns the ADMIN AND CUSTOMERS AREA and beautifies user interface and design.	1.2.6
	PerfShield	Perfex CRM is a robust and reliable CRM system that has been built to cater to the needs of businesses of all sizes. However, even the most secure systems can be vulnerable to cyber-attacks, and this is where our PerfShield module comes in.	1.1.0
	PolyUtilities	Integrated utility features have been added to Perfex CRM to enhance operations and optimize workflow. These include a widget area for displaying custom content, customizable table list titles, a tool for creating quick-access menus, a search sidebar menu, a collapsible menu, comprehensive support, custom/embedded JavaScript/CSS, and additional operational functions.	1.0.7
	Perfex CRM Powerful Chat	Perfex CRM Chat Module: Elevate Real-Time Collaboration & Client Engagement	1.5.0
	Perfex Shop	Perfex Shop - eCommerce module to sell Products & Services with POS support and Inventory Management	1.2.4
	PublishX - AI Powered CMS	PublishX – The cutting-edge Content Management System (CMS) designed to supercharge your Perfex experience with the power of artificial intelligence. Publishing and managing content has never been easier or more efficient, thanks to PublishX’s array of innovative features and user-friendly interface.	1.0.0
	Purchase Management	Purchase Management Module is a tool for managing your day-to-day purchases. It is packed with all necessary features that are needed by any business, which has to buy raw material for manufacturing or finished good purchases for trading	1.3.0
	Purchase Order	A dedicated purchase order (PO) module for sales. It allows you to create purchase order. Convert Estimates to PO or create one. PO can be converted to DVL and Invoice.	1.0.6
	Pushover	This module allows you to receive instant Pushover Notifications on a number of devices when a support ticket is raised via your Perfex CRM by clients. By enabling, you will be able to allow staff and yourself to get a push notification on their mobile devices when a support ticket is raised by a client, either via email (if you have this set up) or via the client portal	1.0.3
	QR Code addon	The modules adds a QR Code which can contain custom information like invoice link/details, GST details etc. that will be revealed to customers when they scan, you can check the screenshots to get more familiar how the module payment flow will look after purchase.	1.0.1
	QuickBooks® Online	Integrating QuickBooks with Perfex gives full visibility into how your business is running and where it can be improved. Accounting software and CRM work together to share data between sales and accounting, including customer information, sales orders, expenses, and invoicing	1.0.5
	Razorpay Payment Gateway	Razorpay payment gateway for Perfex CRM will allow your customers to pay invoices using Razorpay with credit card and other banking methods that Razorpay provides. Razorpay provides a quick and secure way of accepting payments from your customers.	2.3.0
	Recruitment Management	Recruitment Module for Perfex CRM, is a set of tools designed to automate and manage your organization’s recruiting and staffing operations. From posting your jobs to keeping applicants connected and engaged throughout, Recruitment Module lets you manage your entire recruiting process.	1.1.6
	Reminder	create custom reminder and notify	1.0.4
	ReportPlus	Experience the power of our comprehensive reporting service for Perfex CRM. With our expertly crafted manual or automatic report generation, you gain access to over +20 vital reports that provide invaluable insights into your business operations, productivity, and financial performance.	1.0.3
	Staff Workload	Workload management module for PerfexCRM.	1.0.7
	SendInBlue	Brevo SMS notification Module for Perfex CRM (Formerly Sendinblue) will allow you Send Sms notification to any country using your company name. You don’t need to buy additional phone number.	2.1.2
	Products and services	Allows Customers Subscribe to Stripe subscriptions from customer portal and purchase products using Invoice	1.3.2
	Shopier Payment Gateway	This module is created for Perfex CRM and it enables you to receive payments via your Shopier from Perfex CRM’s invoices	1.0.0
	Manage Custom Statuses	Module will allow to add more statuses to Projects and Tasks.	1.0.4
	Export Customer Details (KYC Compliance)	THIS MODULE CAN BE USE IN PERFEX CRM TO ADD EXTRA FEATURES FOR CLIENTS MANAGEMENT	1.0.3
	Advanced Lead Filters	Module will Generate Filters for Lead and save filters as Templates for future use	1.1.4
	Lead Follow up Scheduler	Module provides facility for staff to send followup SMS to Leads at scheduled time. This module uses default SMS gateways enabled in Perfex CRM.	1.0.1
	Add-on SMS Manager	Module provides new SMS Triggers and gives custom SMS send functionality and add Scheduled SMS. This module do not affect on any default SMS triggers.	1.0.6
	Custom Task Filters	Module will Generate Custom Task Filters and save filters as Templates for future use.	1.0.4
	Advanced Task Timesheet Manager	Module will allow to see timesheet of user tasks on calendar and update from there.	1.1.2
	Advanced To do Manager	Module will allow to manage To Do list with category.	1.0.1
	Spreadsheet Online	Spreadsheet Online Module is a powerful spreadsheet editor that lets you do pretty much everything you can do with contemporary spreadsheet software like Excel. This module helps you reach your goals and lead you to make better decisions. There’s nearly nothing you can’t track and manage using this module.	1.0.8
	StyleFlow - Invoice Templates	StyleFlow, an innovative module for Perfex CRM, revolutionizes the way businesses present their invoices. With a curated collection of over 15 professionally designed invoice templates, StyleFlow empowers companies to showcase their professionalism and enhance their brand image effortlessly.	1.0.0
	Supplier Management	Supplier relationship management is the discipline of strategically planning for, and managing, all interactions with third-party organizations that supply goods and/or services to an organization the objective of SM is to maximize the value of those interactions. Know your supply chain, know your risk, build relationships and partners to conduct business transactions. Use Supplier module to build a list of suppliers all in Perfex.	2.3.4
	All-in-one Support	All-in-one Support module for Perfex CRM is only needed module for all your support efforts!	1.0c
	Support Board	Perfex CRM Chat & Tickets App for Support Board	1.0.5
	Surveys	Default module for sending surveys	2.3.0
	Bookmarks for Tasks	Tasks Bookmark module for Perfex CRM, helps you categorize your tasks in Bookmark lists, so they can be easily grouped/searched and prioritized.	1.0.0
	Team Password	Team Password Module is a self-hosted team password manager for companies to share passwords with there teams or clients. Each password will be encrypted and can be shared, secured by an advanced access control system.	1.0.9
	Theme Style	Default module to apply additional CSS styles	2.3.0
	Timesheets and Leave Management	Timesheets & Leave Management module is a complete online time and attendance solution for employee time tracking, project time tracking, leave management and shift planning.	1.1.8
	Language Translations	Language translation editor allows you to edit any of translation from within the setup menu or perfex crm. Now you dont have to open code files again to change any of translations. Just select the language you want to edit, search your word, change translation and simply publish file.	1.0.4
	Ultimate Dark Theme	Ultimate Dark Theme for Perfex CRM	2.2.0
	Ultimate Purple Theme	Ultimate Purple Theme for Perfex CRM	2.2.0
	Inventory Management	Inventory Management Module is a tool that allows you to track goods across your business’s supply chain. It optimizes the entire spectrum spanning from order placement with your vendor to order delivery to your customer, mapping the complete journey of a product. Through accurate tracking of goods, businesses can minimize waste, analyze trends, and make better investment decisions.	1.3.1
	Webhooks	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.	1.2.3
	WhatsApp Cloud API Business Integration	Keep your Customers & Staff updated in real-time about New Invoices, Project's Tasks and more!	1.2.7
	WhatsApp Chat	WhatsApp Module for Perfex CRM, is a module that allows you to integrate the famous WhatsApp contact button, onto your Customers Area> and/or Administration area of Perfex CRM.	1.0.0
	WhiteBoard	whiteboard you can sketch ideas and meetings with whiteboard-style. and simple-to-use digital whiteboard built to help you collaborate with others any time, anywhere	1.0.4
	PerfexWiki - Internal knowledge	An internal wikipedia solution to help organize and manage your knowledge resources. Intuitive, efficient, easy to use	1.0.3
	WooCommerce	WooCommerce module for Perfex CRM is a module that enables you to view and manage your WooCommerce store from Perfex CRM.	2.2.2
	PerfexLanding - LandingPage builder	PerfexLanding – LandingPage builder for PerfexCRM.	1.0.3
Modules	Name	Description	Version

Perfex CRM Modules List

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