Why Modules Matter
Perfex CRM's module system lets you extend functionality without touching core code. This means clean upgrades, no conflicts, and a CRM that grows with your business.
1. WhatsApp Integration Module
Send automated notifications, capture leads directly from WhatsApp conversations, and create support tickets from incoming messages — all without leaving your CRM.
2. HR & Payroll Management
Manage employee records, leave requests, attendance, and salary processing directly inside Perfex CRM. Eliminate the need for a separate HR tool.
3. AI Invoice Automation
Auto-generate invoices from completed project milestones and logged time entries. Reduce manual billing work by up to 80% with intelligent automation.
4. REST API Module
Connect Perfex CRM with external apps, mobile applications, Zapier, Make, and any custom integration using a full REST API with token authentication.
5. WooCommerce Integration
Sync products, orders, and customers between your WordPress/WooCommerce store and Perfex CRM automatically, keeping your sales data unified.
6. Project Roadmap & Gantt Chart
Visualize project timelines, milestones, and dependencies with an interactive Gantt chart view that keeps your team aligned and on schedule.
7. Multi-Currency & Tax Management
Handle international clients with automatic currency conversion, configurable tax rates per region, and compliant invoice generation for global businesses.
8. Custom Dashboard Builder
Let each team member build their own dashboard with drag-and-drop widgets showing the metrics that matter most to their role.
9. Email Marketing Module
Send targeted campaigns, track open rates and click-through rates, and manage your subscriber list — all from within Perfex CRM without a separate tool.
10. Client Portal Enhancements
Give clients a branded login experience, self-service ticket submission, real-time project updates, and document downloads from a polished client portal.
How to Install Modules
Go to Setup → Modules in your Perfex CRM admin panel. Click Upload Module, select your ZIP file, and activate it. Most modules include a setup wizard for configuration.
Need a custom module that doesn't exist yet? Websicon builds bespoke modules for Perfex CRM tailored to your exact workflow.
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