Business Tools Modules Bundle

About Business Tools Modules Bundle

The Business Tools Modules Bundle is an all-in-one collection of business modules that turn Perfex CRM into a complete back office. It packages the add-ons a growing company needs to handle its everyday operations - people, assets, accounting, project reporting and client messaging - and integrates them directly into the CRM your team already runs. Built to meet the most common business needs of companies that use Perfex as their CRM solution, it is sold together at a single discounted price and kept up to date over time, so the toolkit keeps growing with your operation.

Why choose the Business Tools Modules Bundle

The bundle is the cost-effective way to extend Perfex across the back office without buying every module on its own. Four reasons it makes sense as a package:

• Cost-effective. Save money with this exclusive bundle - a significant discount compared to purchasing each module separately.
• Enhanced functionality. A combination of business actions that work together for real efficiency and effectiveness across your operations.
• Seamless integration. Every module integrates smoothly with Perfex CRM for a hassle-free experience, with no complex setups.
• Regular updates. Each purchase includes lifetime updates plus lifetime access to any new modules added to the bundle over time, so your CRM keeps gaining the latest features and optimizations.

Modules included in this bundle

This is a comprehensive set of modules that cover the recurring tasks a business handles every week, all from inside the Perfex dashboard.

Mailbox - webmail email client for Perfex CRM

A web-based email client inside the Perfex CRM admin area. Staff members connect their IMAP accounts and send, receive, draft and organise their email directly from their dashboard.

Human Resources Management for Perfex CRM

An HR module that helps companies save time and manage their human resources directly inside their Perfex dashboard.

Project Roadmap - advanced reporting and workflow for Perfex projects

Advanced reporting for your Perfex CRM projects, right in the admin area. It generates usable reports for every project straight to your dashboard and lets you filter projects based on advanced reporting such as milestones and tasks. It works fine with every custom project status as well.

Account Planning for Perfex CRM

A strategic account planning tool that takes a customer-centric approach to identifying priority accounts, capturing and analysing critical information so you and your staff members can develop a strategy to expand and grow existing customer relationships.

Custom SMS & Email Notifications for Perfex CRM

Send out custom emails and SMS to your clients directly from Perfex CRM.

QuickBooks for Perfex CRM

The QuickBooks integration module automatically synchronises your invoices, payments and expenses between Perfex CRM and QuickBooks.

Assets Management for Perfex CRM

Manage your company’s assets inside the Perfex dashboard. Separate assets by groups, locations and units, and assign them to staff members for clear accountability across the organisation.

Staff Outsourcing & Resources Booking for Perfex CRM

Outsource your staff members’ time and book resources efficiently, giving companies a structured way to manage their outsourced resources from inside the Perfex admin interface.

Built on Perfex CRM, ready in minutes

The bundle runs on Perfex CRM and is designed to unlock its full potential as a complete business management platform. It takes only a couple of minutes to get the modules installed and activated, and the complete documentation is included alongside your purchase - so your team is up and running the same day, without leaving the dashboard it already lives in.