Complete WooSync Setup Guide - From Install to First Sync
Before You Start You’ll need: Perfex CRM 3.4.0 or later At least one WooCommerce store with REST API enabled Admin...
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Documentation
Build Unified Customer Profiles From Your WooCommerce Store
Your CRM Doesn’t Know Your Customers A customer buys from your WooCommerce store five times. In your CRM, that’s five se...
Auto-Generate Invoices From WooCommerce Orders in Perfex CRM
The Accounting Nightmare A customer completes an order on your WooCommerce store at 2 AM. The next morning, your sales t...
Why CRM Systems Need APIs for Modern Integrations
The Data Silo Problem Your CRM holds client records, invoices, project timelines, and task assignments. But without an A...
What is Perfex CRM API? How to Access and Use CRM Data
Introduction Access CRM data without direct database queries, connect external systems, and build scalable integrations...
Task Templates with Checklist Items and Categories in Perfex CRM
Reusable workflows streamline setup and reduce repeated task creation across projects. Category-based organization and n...
REST vs GraphQL for CRM: Key Differences Explained
Two API Approaches, One Module Data Builder for Perfex CRM provides both REST API and GraphQL from a single module. They...
PolyUtilities for WordPress - Complete Plugin Guide
PolyUtilities for WordPress is an all-in-one site optimization, security shield, and WooCommerce customization plugin de...
Perfex CRM GraphQL Guide: Flexible Data Querying Explained
Why GraphQL for CRM Traditional REST APIs return fixed data structures. GraphQL lets you request exactly the fields you...
Perfex CRM API & GraphQL Integration: Complete Guide to Unlock CRM Data
Unlock Your CRM Data Perfex CRM stores valuable business data across dozens of tables: clients, invoices, projects, task...
Perfex CRM API Filtering, Sorting, and Pagination Guide
The Data Builder REST API for Perfex CRM provides high-performance data querying with robust filtering, multi-field sort...
Multiple Companies for One Contact in Perfex CRM
Perfex CRM has a major limitation: one contact can only belong to one company, forcing businesses to create duplicate ac...