Unlock the full potential of your Perfex CRM with custom module development. Our expert developers build new features or enhance existing ones to match your unique business processes. Whether you need industry-specific solutions, complex automation workflows, or additional user roles and permissions.

Key Offerings:
Custom modules for sales, finance, project management, or HR.
Workflow automation and process improvements.
Advanced reporting and analytics modules.
Industry-specific features tailored to your business model.

Your business deserves a CRM that’s built around your processes, not the other way around. We offer in-depth customizations of Perfex CRM, from simple interface tweaks to advanced functionality changes, so that every part of the system works exactly as you need.

Customization Services:
Custom dashboards tailored to your KPIs and business data.
User-specific customizations (roles, permissions, and workflows).
Tailored notifications and alerts for key business events.
Bespoke reporting for better business intelligence.

Managing payments and transactions has never been easier with our payment gateway integration services. We integrate the most secure and widely-used payment gateways into Perfex CRM, ensuring your business can handle payments seamlessly.

Supported Payment Gateways:
PayPal, Stripe, Authorize.net, and other global gateways.
Custom payment gateway integrations for specific regions.
Recurring billing and subscription management integration.
Automated invoice generation and payment reminders.

Improve your operational efficiency by integrating Perfex CRM with the third-party tools and platforms that are vital to your business. Whether it's accounting software, email marketing platforms, or payment gateways, we seamlessly integrate these services into Perfex CRM to create a unified workflow.

Integration Expertise:
Integration with accounting software like QuickBooks, Xero, and more.
Marketing platform integrations (Mailchimp, ActiveCampaign, etc.).
E-commerce platform integrations (WooCommerce, Shopify, etc.).
ERP system and project management tool integrations.

If you are already using Perfex CRM but are experiencing performance issues, our team can optimize the system for you. We identify and fix bottlenecks, streamline workflows, and ensure that the system is running at peak efficiency.

Optimization Services:
Database optimization to reduce load times and improve system speed.
Code optimization for custom modules or integrations.
UI/UX improvements for better user experience.
System audits to identify and resolve performance issues.

AI is transforming how businesses operate, and we bring this power to your CRM. Whether it’s automating repetitive tasks, providing predictive insights, or enhancing customer interactions, our AI modules can help you operate smarter and more efficiently.

AI-Powered Features:
AI-driven lead scoring and forecasting.
Intelligent customer segmentation and targeting.
Automated email and chat responses using natural language processing (NLP).
Predictive analytics for sales and customer retention.