Perfex Brand Bundle — Design Studio + Document Studio + Sentinel for Perfex CRM

Make Perfex CRM look, write and sign in like your own business. Design Studio restyles every staff screen, the client portal, the login pages and your website from one Brand Kit; Document Studio designs every invoice, quote, contract and email Perfex sends, in the same colours and fonts; Sentinel protects the sign-in with two-factor authentication, Google, Microsoft or Facebook sign-in, a firewall and an audit log. Three modules, one brand, USD 108 less than buying them separately.

One brand on every screen, every document and every sign-in.

Your team works in Perfex all day, your clients sign in to its portal, and they receive its invoices, quotes and emails. The Perfex Brand Bundle makes all three look like your business — and keeps the front door safe — with three modules that are built to work together.

Perfex Design Studio — your look on every screen

• Brand Kit: logo, colours, fonts and voice in one place — or drop your logo and get a complete light and dark theme.
• Staff area and client portal restyled screen by screen, with every text colour checked for contrast.
• Sidebar, icon rail or top navigation; menu and dashboard arranged per role.
• Login and registration page designer, and a website builder for your CRM home page.
• Ctrl/Cmd + K, saved views with advanced filters, and your own columns and density on every main list.
• Preview before anyone else sees it, Undo, recovery link and safe mode — you are never locked out.

Perfex Document Studio — documents that match

• Drag-and-drop designer for every PDF and email Perfex sends: invoices, estimates, proposals, credit notes, statements, receipts and contracts.
• Uses your Design Studio Brand Kit, so documents match the portal your clients just left.
• Ten ready-made designs; different designs by customer group, currency, language or brand.
• Payment QR codes and Factur-X data; a real preview on a real record.
• Contracts from a clause library with approvals, e-signing, a completion certificate and renewals.
• If a template ever fails, Perfex's own PDF goes out instead — your client always gets a document.

Perfex Sentinel — a front door you can trust

• Two-factor authentication with authenticator apps, plus sign-in with Google, Microsoft or Facebook.
• Live sessions, lockouts and password-spray detection for staff and the client portal.
• Firewall with a seven-day learning period, virtual patches and 21 hardening checks.
• Tamper-evident audit log, security alerts, a shared team password vault and recovery tools.

Why the bundle

• USD 299 instead of USD 407 — save USD 108.
• 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 three.
• Nine languages, online and offline documentation, and a live demo of all three.

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