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 Development<br />

Custom CRM – Built for Your Success

Our Definition of a Custom CRM Software

A custom CRM is a software which is adapted to the specific requirements of your business. It is meant to help your employees fulfill their duties in an organized manner. It lets you organize your data and handle your clients in a more efficient manner.

Why Does your Business Need a Custom CRM

A custom developed CRM helps you reduce the work load on your employees many fold. Both your employees and your customers can benefit from a custom CRM in innumerable ways.

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;
Highly customized management of workflow
Bespoke solution
Improved marketing and sales strategies
In short, a custom CRM helps you manage your business the way you like. It lets you achieve your goals seamlessly and be on the top of your business.
With a customized CRM solution you can fly as high as you want. You have the liberty to go for the features of your choice.

Use Perfex CRM to enjoy the most diversified custom CRM development services. It is because CRM has the power to serve your business better by recharging your flywheel and streamlining productivity.

You Choose CRM Functionality to Build


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.

Checking for Deficiencies

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.

Extensive Training

We provide extensive training to the end users of our custom CRM. We do so to ensure that you are able to fully reap the advantages associated with the Perfex CRM.

Safest Switching of Data

We help you migrate your precious data from other CRM applications to Perfex CRM without losing your important data, transactions or reports.

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.


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.


Accounting Software


Perfex helps you sync your voluminous financial data from Xero in no time.


Easily sync all your invoices, records, and products between QuickBooks and Perfex CRM.


Reach your customers efficiently with all your SMS, WhatsApp, Call, and E-mail data organized at one place.

For Further Information Call Us

Need assistance in development or customization ? Call or Email Us


Payment Gateways


Import the transactions data of online purchases accepted through 2co into your Perfex CRM software.


The records of the payments made or received through PayPal can be imported into Perfex CRM software.

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Stripe ACH

Fully integrate the data of ACH payments made by customers using Stripe into your CRM system.


Email Marketing 


Access and import your contacts from Mailchimp and sync your leads for effective email marketing.


Send and receive emails, create contacts or edit them in Perfex with the help of an additional bar in your Gmail inbox.

Microsoft Outlook

Perfex can be fully integrated with Microsoft Outlook to sync your contacts and leads for effective marketing.

Office 365

Lets take email marketing to the next level with fully synced and auto-updated data between Office 365 and Perfex CRM.


Ecommerce Integration


Let your order details , invoices, and contacts be effortlessly transferred to Wecommerce.


Transfer your products data and contacts from Magneto to Perfex.


Completely integrate your online store Magneto by importing all the useful data to the Perfex CRM.


Import all data including your products, invoices and contacts from Bigcommerce to Perfex CRM.




Integration between DocuSign and Perfex allows you to transfer your docs from Perfex to get them digitally signed through DocuSign.

Zoho Sign

Get your documents from Perfex be electronically signed from Zoho Sign.

For Further Information Call Us

Need assistance in development or customization ? Call or Email Us


File Storage

Google Drive

Store and retrieve a your important documents from Perfex in the Google Drive.


Easy sharing and storage of data between Dropbox and Perfex CRM.


Move and store files and documents between Perfex and OneDrive.

For Further Information Call Us

Need assistance in development or customization ? Call or Email Us




Send and receive messages to the customers or to your team or answer the queries from customers.


Move forward with a compelling social media marketing campaign through the Facebook page for your company.


Use LinkedIn to import or edit contacts in your Perfex CRM. Capture LinkedIn leads directly with Perfex CRM.

For Further Information Call Us

Need assistance in development or customization ? Call or Email Us



Zoom Meeting

Schedule meetings with your contacts and share the zoom link.

Microsoft teams

Stay connected with your clients and employees by inviting them to meetings through a link to Microsoft Teams.

Google Meet

Hold meetings on the go and keep your business rolling by inviting your team to meetings and video calls.

For Further Information Call Us

Need assistance in development or customization ? Call or Email Us


Other Integration Platforms

Zapier Integration

Create records or transfer data between Perfex and innumerable other apps making use of Zapier.


Make communication a fun experience for your customers. Send messages, make calls, or respond to issues with Twilio.


Use it to make calls to your contacts in Perfex CRM. You can even record the calls and hear them again later.


Transfer your contacts to Asterisk and communicate with them the way you like.