Extending Perfex CRM: the Most Important Module Categories at a Glance

Perfex CRM covers customers, proposals, invoices and projects solidly. For specialised requirements you reach for modules. This overview shows you the most important categories and what each is good for.

Invoicing & payments

Additional invoice layouts, more payment methods and automations around billing. Ideal when the standard templates or payment options aren't enough. Browse invoicing modules.

Sales & CRM

More structure for leads, proposals and pipelines – so nothing slips through the cracks in your sales process. Browse sales modules.

Support & tickets

Extend the ticket system with SLAs, automation and additional channels for faster, more professional customer service. Browse support modules.

Projects & tasks

Time tracking, milestones and team workflows make project work in Perfex more powerful. Browse project modules.

HR & staff

Leave, attendance and employee management right inside your CRM. Browse HR modules.

More areas

On top of that there are modules for accounting, integrations & API, themes & UI and automation. Every module is vetted, comes with a licence key and auto-updates, and installs without any programming.

Where to go from here

Not sure yet what you need? Simply browse the full catalog or have a look at our buying guide.