Context Menu for Perfex CRM: Quick and Efficient Navigation Tool
Right-click menus, also known as context menus, are powerful tools that make it easier for administrators and staff to q...
Category
Documentation
Comprehensive Guide: Restful API & GraphQL for Perfex CRM - Configuration and Security
The Data Builder module provides the most robust solution for Restful API for Perfex CRM and GraphQL for Perfex CRM. Bey...
Build Mobile Apps with Perfex CRM API (Android & iOS Guide)
Mobile Architecture with CRM API A mobile app connected to Perfex CRM needs three things: secure authentication, efficie...
Optimize Custom Content and Widget Display in Perfex CRM with PolyUtilities
Widgets feature in PolyUtilities module of PerfexCRM enables users to easily customize and manage content such as notifi...
Guide to Install and Use PolyUtilities for Perfex CRM
Thank you for choosing PolyUtilities module for Perfex CRM. If you have any questions that are beyond the scope of this...
Custom Login Page Designer for Perfex CRM with PolyUtilities
PolyUtilities is a module developed to provide customization features for PerfexCRM. One of the most common needs busine...
Custom Language Selector with Flag Icons for Perfex CRM
Widgets Language feature in PolyUtilities module allows you to customize display of language options on PerfexCRM system...
Custom Data Tables and Column Manager for Perfex CRM
In business data management, flexibility and intuitiveness are among the key factors. PolyUtilities, a module designed f...
Guide to Install and Use FlexiNote for Perfex CRM
FlexiNote for Perfex CRM extends note-taking capability inside Perfex CRM. Staff can create and manage personal notes in...
Your CRM Data Shouldn't End at the Browser
The Desktop Limitation Perfex CRM is a web application. Your team accesses it from a browser on their computer. But busi...
Turn Your Perfex CRM Into an API-First Platform
The Integration Problem Perfex CRM’s default API covers the basics - invoices, clients, payments. But real businesses ne...
Stop Sending Excel Reports. Your CRM Deserves Better.
The Excel Trap Every week, the same ritual plays out in thousands of businesses running Perfex CRM: Excel is not a repor...