Project Management & Freelancer Business Modules Bundle for Perfex CRM With Lifetime Update.

Included Modules in the Business Bundle:

1. Mailbox – Webmail-based e-mail client module for Perfex CRM: Manage emails directly within Perfex CRM’s admin area. Staff members can send, receive, draft, and organize emails from their IMAP accounts within their dashboard.

2. REST API module for Perfex CRM – Connect your Perfex CRM with third-party applications: Enable REST API functionality in your Perfex CRM installation, allowing remote control of your installation, building third-party connections, and accessing Perfex information in real-time.

3. Project Roadmap – Advanced Reporting & Workflow module for Perfex CRM Projects: Generate advanced reports for Perfex CRM Projects within the admin area. Filter projects based on milestones, tasks, and custom project statuses, providing valuable insights at your dashboard.

4. Account Planning module for Perfex CRM – Strategic planning for your clients: Strategic account planning tool focusing on identifying priority accounts, capturing critical information, and developing strategies to expand and grow existing customer relationships.

5. Custom SMS & Email Notifications module for Perfex CRM: Send custom emails and SMS to your clients directly from Perfex CRM, enhancing communication and engagement with your clients.