Perfex CRM is a powerful customer relationship management (CRM) platform that streamlines sales, marketing, and customer support processes. To further enhance its capabilities, there are a multitude of plugins and add-ons available that can take your Perfex CRM experience to the next level. In this blog post, we will explore the top 10 Perfex CRM plugins and add-ons, providing detailed information about each, including links, pricing, and use cases. Let's dive in!

1. REST API module for Perfex CRM

The REST API for Prefex CRM is a powerful tool that allows you to interact with Prefex CRM from any application or platform. With the REST API, you can create, read, update, and delete records, as well as perform other tasks such as sending emails and creating tasks.

Features

The REST API for Prefex CRM includes the following features:

• CRUD operations: The REST API allows you to perform CRUD (create, read, update, delete) operations on all Prefex CRM records.
• Custom fields: You can create custom fields in Prefex CRM and then access them through the REST API.
• Relational data: The REST API allows you to access relational data in Prefex CRM. For example, you can get the list of all contacts for a specific lead.
• Hooks: The REST API allows you to create hooks that will be triggered when certain events happen in Prefex CRM. For example, you can create a hook that will be triggered when a new lead is created.

Pricing

The REST API for Prefex CRM is available for purchase on CodeCanyon. The price is $59 for a single user license.

2. Perfex CRM Chat

Perfex CRM Employee Chat is a powerful and versatile chat plugin that allows you to connect with your employees in real time. With Perfex CRM Employee Chat, you can create private and group chats, send files, and stay up-to-date on the latest company news.

Features

Perfex CRM Employee Chat offers a variety of features that can help you improve communication within your company, including:

• Private and group chats: You can create private chats with individual employees or group chats with multiple employees.
• File sharing: You can send files to employees through chat.
• Company news: You can share company news and announcements with employees through chat.
• Activity feed: You can see a feed of all chat activity, so you can stay up-to-date on what's happening.
• Push notifications: You can receive push notifications when someone sends you a message or when there is new company news.

Pricing

The REST API for Prefex CRM is available for purchase on CodeCanyon. The price is $49 for a single user license.

3. Mailbox

Mailbox is a webmail client for Prefex CRM that allows you to manage your emails directly from within Prefex. Mailbox integrates with all of your Prefex CRM data, so you can easily view and track your emails related to contacts, leads, deals, and more.

Features

Mailbox offers a variety of features that make it a powerful and versatile webmail client:

• Email management: Mailbox allows you to view, compose, send, and reply to emails. You can also archive, delete, and tag your emails.
• Contact integration: Mailbox integrates with your Prefex CRM contacts, so you can easily see the contact information for the sender and recipient of each email.
• Lead integration: Mailbox integrates with your Prefex CRM leads, so you can easily create leads from emails and track the progress of your leads through the sales pipeline.
• Deal integration: Mailbox integrates with your Prefex CRM deals, so you can easily create deals from emails and track the progress of your deals through the sales pipeline.
• Reporting: Mailbox provides a variety of reports that you can use to track your email activity and measure your email marketing results.

Pricing

Mailbox is available for purchase on CodeCanyon. The regular price is $49, but you can get a discounted price if you purchase it as part of a bundle.

4. Appointly - Perfex CRM Appointments

Appointly is a powerful plugin that allows you to add appointment scheduling functionality to your Perfex CRM website. With Appointly, you can easily create and manage appointments, track your appointments, and send reminders to your clients.

Features

Appointly offers a variety of features that can help you manage your appointments, including:

• Create and manage appointments: Appointly makes it easy to create and manage appointments. You can create appointments for individual clients or for groups of clients.
• Track your appointments: Appointly allows you to track your appointments. You can see who has booked an appointment, when the appointment is scheduled, and the status of the appointment.
• Send reminders: Appointly allows you to send reminders to your clients. You can send reminders before the appointment, on the day of the appointment, or after the appointment.
• Integration with Perfex CRM: Appointly integrates with Perfex CRM. This means that you can easily view your appointments in Perfex CRM, and you can also use Perfex CRM to manage your clients.

Pricing

Mailbox is available for purchase on CodeCanyon. The regular price is $59, but you can get a discounted price if you purchase it as part of a bundle.

5. PrediX

Predix Ultimate AI Module for Perfex CRM is a powerful AI-powered plugin that can help you automate your CRM tasks and improve your sales performance. With Predix, you can:

• Automate your CRM tasks: Predix can automate a variety of CRM tasks, such as lead scoring, email marketing, and customer support. This can free up your time so you can focus on more important tasks.
• Improve your sales performance: Predix can help you improve your sales performance by providing you with insights into your leads and customers. You can use this information to target your sales efforts more effectively and close more deals.
• Get more out of your CRM data: Predix can help you get more out of your CRM data by analyzing it and providing you with insights. This information can help you make better decisions about your business.

Features

Predix Ultimate AI Module for Perfex CRM includes a variety of features, including:

• Lead scoring: Predix can automatically score your leads based on their behavior. This allows you to identify your most qualified leads and focus your sales efforts on them.
• Email marketing: Predix can automatically send email campaigns to your leads and customers. This can help you stay top-of-mind with your prospects and nurture your relationships with your customers.
• Customer support: Predix can automatically answer your customers' questions. This can help you provide better customer service and improve your customer satisfaction.
• Data analysis: Predix can analyze your CRM data and provide you with insights. This information can help you make better decisions about your business.

Pricing

Predix Ultimate AI Module for Perfex CRM is available for purchase on CodeCanyon. The price is $59 for a single user license. There is also a commercial license available for $175.

For more comprehensive lists of Prefex CRM plugins and add-ons, check out our curated resources that showcase an extensive range of additional tools to further extend the capabilities of your CRM system. You can find these lists on our website under the "Plugins and Add-ons" section or by visiting Perfex Marketplace

These top 10 Prefex CRM plugins and add-ons offer a wide range of functionalities to enhance your CRM experience. Whether you need advanced reporting, email marketing integration, team collaboration, document management, customer support