Design every PDF and email Perfex CRM sends. Drag blocks onto a real page to build templates for invoices, estimates, proposals, credit notes, contracts, statements, payment receipts, expenses and pro...
Make Perfex CRM look like your brand. Pick one brand colour and a style preset and Design Studio builds a complete light and dark theme for the staff area, the sign-in pages and the client portal — re...
Share designs, PDFs, videos and websites from your Perfex projects. Clients comment right on the file and approve with their name through a private link — no Perfex login. Every version, comment and d...
Protect sign-ins, manage live sessions, inspect changes and monitor your Perfex installation in one module. Perfex Sentinel combines two-factor authentication, a firewall with a seven-day learning per...
An AI staff member for Perfex CRM — that waits for your Approve.Perfex AI Staff reads everything you are allowed to see in Perfex CRM, answers in plain words, drafts the replies and prepares the tasks...
See which clients make you money — and get paid faster.Perfex Cash & Capacity turns the timesheets, expenses, invoices and payments you already keep in Perfex CRM into answers: what each project and c...
Give your Perfex CRM a brain.Perfex Brain Pro turns Perfex CRM into a complete reporting and analytics platform. Build drag-and-drop dashboards for every role, click any number to see the records behi...
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