Description
Note: This is a Bundle Modules Only works for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use the plugins in this Bundle.
Note: This is a Bundle Modules Only works for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use the plugins in this Bundle.
Get 5 powerful Perfex CRM modules in 1 discounted bundle!
Enhance your CRM functionality, boost productivity, and save BIG with this exclusive module pack – all tailored to work perfectly with Perfex CRM.
Why Choose This Discounted Bundle?
- Get 5 premium modules at a discounted price
- Enhance automation, data protection, and lead management
- Improve project agility and operational efficiency
- Perfect for Prefix CRM admins, agencies, and technical teams
What’s Included in This Bundle?
1. Shortly – Perfex URL Shortener
Generate, manage, and track short URLs directly from your CRM. Ideal for marketing campaigns, client links, and internal use.
2. Flexible Backup and Restore Module
Secure your data with ease. Schedule backups and restore your CRM system whenever needed — all from a simple interface.
3. Flexible Lead Scoring & Rating Module
Automatically rate and score incoming leads based on customizable rules. Identify high-value prospects faster and close more deals.
4. Project Sprints Management for Perfex
Agile-ready sprint management built into Perfex CRM. Break projects into manageable tasks, run sprints, and improve team productivity.
5. Workflow Rules & Automation Module
Create automation rules based on triggers and actions. Eliminate repetitive tasks and streamline your CRM processes effortlessly.
Installation
Included Documentation will help you upload and activate the modules inside this Bundle on your Perfex CRM.
DEMO
<a href=”https://perfex.flexibyte.xyz/admin/authentication”>DEMO</a>
<p> Admin Username</p>
testadmin@gmail.com
<p> Password </p>
password@1234
<h4>Support</h4>
<hr/>
Please send an email from Support page for any issues, questions or suggestions. To save time and get quick feedback, please don’t ask for support in comments section.
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Project Management and Automation Bundle Modules for Perfex CRM is a set of five add-ons for organizations already using Perfex CRM. It adds tools for managing project sprints, setting workflow rules and automated actions, scoring leads using customizable criteria, creating and tracking short links, and scheduling CRM backups and restores. The bundle is intended for Perfex CRM administrators, agencies, and operational or technical teams that want to handle project work, lead follow-up, routine processes, and basic data protection from within their existing CRM system. It requires Perfex CRM to be installed.