EXPERTS

Perfex CRM Customization Team you needed

The Team you can turst for Perfex CRM

Phone. +1 (914) 506-5266

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Who We Are

We specialize in Perfex CRM Customization, and Custom Modules Development

  • Customizing workflows
  • Integrating with third-party systems
  • Existing Modules Customization
  • Extend Functionalities of Current Modules
  • Integrating with third-party systems
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Insight

Insight that drives change

95%
Satisfied Clients
80+
Projects Completed
15+
Countires Served
Services

Built for all company sizes

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Perfex CRM Module Development

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.
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Perfex CRM Customizations

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.
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Payment Gateway Integration

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.
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Third-Party Integrations

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.
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Perfex CRM Performance Optimization

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.
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Artificial Intelligence (AI) Module Integration

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.
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People who already love us

"Company delivered exceptional CRM customizations that fit our business perfectly. The insights we gained from their solutions have improved our decision-making and increased efficiency across the board. Highly recommend their services!""

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Jane Smith,
Operations Manager, Elite Solutions

""Perfex Dev completely transformed how we use Perfex CRM. Their customizations and AI integrations have provided us with actionable insights, boosting our productivity by 30%. The team was professional and attentive, delivering exactly what we needed to grow."

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Anna Ly
COO Decoders

Let’s talk about your project

We’d be excited to work with you. We would be glad to kick-off a small trust building assignment, before you decide to select us your outsourcing partner.

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