Custom CRM Development
Let us help you achieve your business goals in the most effortless manner with an intricately designed, highly feasible, and yet affordable custom CRM software.
Custom CRM – Built for Your Success
Our Definition of a Custom CRM Software
Why Does your Business Need a Custom CRM
- It lets your employees reduce the time and energy spent on the tedious, repetitive tasks. So your staff can focus on more important and value adding tasks.
- A customized CRM would reduce the chances of overlapping the duties. Every single employee has a clear vision of what is required from him.
- It helps you strengthen the relationship with your customers, respond more meaningfully to their needs and even broaden the customer base.
How Your Business can Benefit from Perfex CRM
Customization Development
You just decide what you want to achieve with your business and let us show you how you can achieve it. Our experienced Perfex CRM developers team makes sure that the CRM solution we provide you helps you establish strong relationship with your customers.
Besides, Our Perfex CRM Customization entails an efficient interface which makes the information accessible to all and hence leads to transparency. It helps you in following areas;
- Bespoke solution
- Custom Solution
- Improved marketing and sales strategies
You Choose CRM Functionality to Build
Sales
A well-designed custom CRM helps your sales force deliver its highest potential by staying organized, and managing the task efficiently.
- Organized sales data
- Repetitive tasks are automated
- Coordinated sales force
- Easy sales forecasting
Marketing and Leads Management
Helps you communicate your customers efficiently through a number of channels.
- Categorization of customers
- Easy e-marketing
- Organized social media advertising
- Mobile marketing
Customer Care
Helps you enhance the brand loyalty by attending to customers’ needs and quick resolution of their issues.
- Quick and easy ticket creation
- Informative FAQs
- Streamlining cases from various channels
- Follow up reminders
Quoting and Billing
It helps with automatic billing and quoting to speed up the process.
- Generate the quotes intelligently with all criteria in place
- Send bills automatically
- Accept payments from multiple channels
- Intelligently capture the sales opportunities
Completing Orders
Accept and complete the orders received from various channels in time.
- Manage orders from various channels
- Send order details to various inventory sites
- Generate packaging slips automatically
- Handle returned orders efficiently
Customer Care Portals
They decrease the load on customer care department immensely.
- Knowledgeable gateways
- Safely keep all the documents of the customers
- Easy order placement and tracking
- Submit requests easily for an issue
Our Development Process
Thorough Analysis
Let us give you a discerning analysis of your business and Our professionals will help you narrow down your preferred goals and how Perfex CRM can help you achieve those.
CRM development
Devising a company specific, customized solution build on Perfex CRM, to fulfill your unique needs and requirements. This will help you automate lots of business processes.
Safest Switching of Data
We make sure that the Perfex CRM we developed is free of any bugs and is working to its fullest capacity, with the help of our well experienced Quality Assurance team.
Welcoming the Modifications
Don’t be afraid of modifications as these are to enhance the functionalities of your Custom Build CRM. We make sure that it doesn’t lead to unwanted consequences.
Helping You Adapt
As you grow, we help you add new features to your CRM to adapt it fully to your current needs. Ask for free consultancy.
Support and Evolution
May include additional tuning of CRM features and processes to comply with emerging user needs.
Integrations
The Perfex CRM custom development is done keeping in view the ease of third party integrations. We make sure that you can easily and readily integrate the system with other useful software. Export data or do the analysis, or make payments using the fully integrated apps and modules. Name any business software and we tell you how your Perfex CRM can easily incorporate it to help you improve the functionality of your system.
01
Accounting Software
Quickbooks
Tally
For Further Information Call Us
- Email Us
- +1 (234) 255-9257
02
Payment Gateways
2co
Paypal
Authorize.net
Stripe ACH
03
Email Marketing
Mailchimp
Gmail
Microsoft Outlook
Perfex can be fully integrated with Microsoft Outlook to sync your contacts and leads for effective marketing.
Office 365
04
Ecommerce Integration
Woocommerce
Magento
BigCommerce
05
Esign
DocuSign
For Further Information Call Us
- Email Us
- +1 (234) 255-9257
06
File Storage
Google Drive
For Further Information Call Us
- Email Us
- +1 (234) 255-9257
07
Social
For Further Information Call Us
- Email Us
- +1 (234) 255-9257
08
Meetings
Microsoft teams
Google Meet
For Further Information Call Us
- Email Us
- +1 (234) 255-9257
09
Other Integration Platforms
Zapier Integration
twilio
For Further Information Call Us
- Email Us
- +1 (234) 255-9257
Our Custom Built Modules
MOLLIE SEPA MODULE
GRAVITY FORM TO PERFEX CRM
XERO INTEGRATION
ZAPIER INTEGRATION
STRIPE ACH MODULE
