This is a WordPress plugin which syncs your new user signups from your WordPress or WooCommerce website with you Perfex's CRM Leads/Customers. Perfex CRM + WordPress Create integrations between Perfex CRM and WordPress to automate any workflow Start with email for free Start with Google for free WHEN THIS HAPPENS New Ticket WHEN THIS HAPPENS New Invoice WHEN THIS HAPPENS New Project WHEN THIS HAPPENS New Lead WHEN THIS HAPPENS New Customer WHEN THIS HAPPENS New Task AUTOMATICALLY DO THIS
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Perfex CRM is self hosted Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design, Perfex CRM can help you look more professional to your customers and help improve business performance at the same time. 2 years, 7 months ago Hi @tanner96, Currently, we don't have a Perfex CRM integration. I've made a note of the feature request and we'll keep it on our radar to be reviewed as we plan out our roadmap for the future. Thank you for the suggestion! Viewing 1 replies (of 1 total) The topic 'Perfex CRM Integration' is closed to new replies. Perfex CRM has the ability to import/capture leads from the most popular contact form (and any other customizable forms) for WordPress Contact Form 7 together with the Email Integration feature which is built in Perfex CRM. The process is very easy, once you configure the contact form to be compatible with the email integration, you […] Read More → Go to your Perfex CRM's Admin area and select the following menu item: "SETUP → MODULES". Select the extracted upload.zip at Module installation selection prompt and press "INSTALL". Find the newly installed module in the list, press "ACTIVATE" and enter your license key.
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Setup cPanel Cron Job Quick Installation & Getting Started Tutorial Import Leads From WordPress Contact Form 7 Google Configuration / Features Setup Realtime Notifications with Pusher.com Setup Web to Lead Form System Language Modules (13) Introduction to Perfex CRM modules Module Basics Module File Headers Create Menu Items Common Module Functions Perfex CRM has the ability to import/capture leads from the most popular contact form (and any other customizable forms) for WordPress Contact Form 7 together with the Email Integration feature which is built in Perfex CRM. Connect Perfex CRM and WordPress (Legacy) to integrate crucial parts of your business With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier. Lead management Marketing campaigns Customer support Data management Tickets and incidents The modules documentation is valid starting from version 2.3.2 Perfex CRM version 2.3.0 comes with a built-in feature to create modules and integrate additional features into the core functionalities. If you are eager to create modules for Perfex CRM to sell them on CodeCanyon or create your own features that you need for your requirements
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Looking for affordable and reliable hosting for Perfex CRM? We've partnered with InMotion Hosting to spare you from any troubles! Click here to explore InMotion awesome Business shared hosting packages and get up to 56% OFF hosting plans for Perfex CRM visitors. 1. Configure Database 6 ways to automate WooCommerce with Zapier. When you connect WooCommerce to your email and chat apps, spreadsheets, CRM, mailing lists, and more, you can easily keep your orders organized, customer data top of mind, and team in the loop. Here's how you can scale your eCommerce business with WooCommerce and automation. Apps.
Get 202 perfex plugins, code & scripts on CodeCanyon such as PDF Customizer module for Perfex CRM, Workflow Rules and Automation Module for Perfex, Flexible Keep In Touch For Perfex Explore the awesome Perfex CRM features that will help you get your business to the next level. Project Management Tool Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers.
Setup Realtime Notifications with Perfex CRM
WooCommerce module for Perfex CRM is a module that enables you to view and manage your WooCommerce store from Perfex CRM. You'll be able to : View all Orders View summary of Orders Update Orders status delete Orders view Orders data Edit Products delete products add WC Products as sales items inPerfex View all Customers edit Customers The gravity Form Webhook module lets you automate the creation of the lead in Perfex CRM. Whenever a Gravity form is submitted on your WordPress website, a Lead in your Perfex CRM is generated automatically. Automate leads effortlessly within your CRM. Harness the power of automation to streamline lead management, increase response times, and.
