Send targeted email and SMS campaigns in Perfex CRM with lead and customer filters, templates, scheduling, unsubscribe tools, reports and integrations.
Create and manage staff approval requests in Perfex CRM with custom request types, approval fields, notifications, email alerts, permissions and Kanban tracking.
Generate European e-invoice XML files in Perfex CRM with EN 16931, CIUS/PEPPOL BIS support, UBL validation, invoice settings and customer fields.
Track and manage assets in Perfex CRM with AssetCentral, including asset statuses, location tracking, depreciation insights, reports and utilization data.
Map and import CSV files into Perfex CRM for leads, customers, expenses, items and staff with an easy CSV mapping workflow.
Create manual and automated reports in Perfex CRM with 20+ report types, PDF downloads, email delivery, permissions and business insights.
Generate and manage QR codes inside Perfex CRM for Wi-Fi, vCards, URLs, events, Google Maps, email, Viber, WhatsApp, SMS and phone actions.
Share files in Perfex CRM with secure links, email delivery, password protection, download tracking and AWS S3 storage using QuickShare.
Ask pre-sale questions, compatibility questions, and product workflow questions.
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