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...
Category
Modules for Perfex CRM
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...
Production-Grade API Security for Your Perfex CRM
APIs Without Security Are Data Breaches Waiting to Happen Adding an API to your CRM means exposing your business data to...
Guide to Install an Use Data Builder for Perfex CRM
Build advanced cross-module reports inside Perfex CRM without writing SQL. Combine data, apply filters, and generate str...
GraphQL for Perfex CRM: Ask Exactly What You Need
The REST Over-Fetching Problem If you’re building a frontend application on top of Perfex CRM data, you’ve encountered t...
Free API Sample Module - Master Data Builder REST API & GraphQL Integration in Minutes
### From Documentation to Working Code in 5 Minutes You’ve read the [Data Builder API documentation](https://codecanyon...
Executive Dashboards That Live Outside Your CRM
The Visibility Gap Your Perfex CRM has every number your leadership team needs - revenue, pipeline, project status, cash...
Connect Perfex CRM to Zapier, Make.com, and n8n - No Custom Code Required
Your CRM Is a Data Silo Perfex CRM holds your clients, invoices, projects, tasks, and leads. But what happens when those...
How to Build Dynamic Timesheet Reports for specific Staff, Customers, and Date Ranges
Before diving into the tutorial, it’s important to understand the core engine behind Data Builder. Report Templates are...