Perfex Agency Bundle — TeamPulse + Deliverables + Client Hub + Cash & Capacity for Perfex CRM

Run client work in Perfex CRM from the first hour logged to the last invoice paid. TeamPulse tracks time, approves timesheets, plans sprints and runs meetings; Deliverables lets clients comment on and approve your work through a private link and turns extra work into paid Change Requests; Client Hub gives every client a private file hub, feedback boards, a roadmap and NPS surveys; Cash & Capacity shows which projects make money, who is free next week and which invoices to chase. Four modules, USD 117 less than buying them separately.

Everything an agency needs around Perfex projects.

Perfex has projects, tasks and invoices. Agencies also need to know where the hours went, get the client's sign-off without a long email thread, give clients one place for their files and feedback, and see which projects actually make money. The Perfex Agency Bundle adds all four — inside the Perfex you already use.

Perfex TeamPulse — time, sprints and meetings

• A timer in the Perfex header that writes into Perfex's own task timers, so timesheets and Bill Tasks keep working.
• Weekly timesheet approvals in bulk, send back with a note, lock billed weeks.
• Reports by person, project, customer and week with billable share and utilisation.
• Project roadmaps with dependencies, sprints and boards with burndown and velocity, and OKRs.
• Meetings that end in next steps as Perfex tasks, plus client screen support.

Perfex Deliverables — client review and approvals

• Share designs, PDFs, videos and websites; clients comment right on the file and approve with their name — no Perfex login.
• Every version, comment and decision stays with the project.
• A Scope of Work counts revision rounds; work outside it becomes a paid Change Request with a fee, dates, an estimate and a task.

Perfex Client Hub — one place for each client

• Private file hub per customer and project: folders, large uploads, versions, previews and share links with expiry and passwords.
• Upload requests with reminders, so clients send what you need on time.
• Feedback boards, votes, a public roadmap and a changelog with email updates.
• NPS surveys in the portal and by email, with a follow-up for every unhappy client.

Perfex Cash & Capacity — profit and people

• Project profit from real costs and logged hours, and a client value score.
• Resource allocation by week: who is booked, who is over capacity, who is free next week.
• Invoice collections: what to chase first, with reminders.
• Uses TeamPulse hours as the time source when you choose it.

Why the bundle

• USD 299 instead of USD 416 — save USD 117.
• One-time price: each module includes its updates and support as when bought on its own.
• No Perfex core files changed by any of the four.
• Nine languages, online and offline documentation, and a live demo of all four.

Each module is also sold on its own. Try them all at demo.perfexcrm.app.