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
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.
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.
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
Sales
- Organized sales data
- Repetitive tasks are automated
- Coordinated sales force
- Easy sales forecasting
Marketing and Leads Management
- Categorization of customers
- Easy e-marketing
- Organized social media advertising
- Mobile marketing
Customer Care
- Quick and easy ticket creation
- Informative FAQs
- Streamlining cases from various channels
- Follow up reminders
Quoting and Billing
- Generate the quotes intelligently with all criteria in place
- Send bills automatically
- Accept payments from multiple channels
- Intelligently capture the sales opportunities
Completing Orders
- Manage orders from various channels
- Send order details to various inventory sites
- Generate packaging slips automatically
- Handle returned orders efficiently
Customer Care Portals
- 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
Checking for Deficiencies
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.
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
Xero
Perfex helps you sync your voluminous financial data from Xero in no time.
Quickbooks
Easily sync all your invoices, records, and products between QuickBooks and Perfex CRM.
Tally
Reach your customers efficiently with all your SMS, WhatsApp, Call, and E-mail data organized at one place.
For Further Information Call Us
02
Payment Gateways
2co
Import the transactions data of online purchases accepted through 2co into your Perfex CRM software.
Paypal
The records of the payments made or received through PayPal can be imported into Perfex CRM software.
Authorize.net
Stripe ACH
Fully integrate the data of ACH payments made by customers using Stripe into your CRM system.
03
Email MarketingÂ
Mailchimp
Access and import your contacts from Mailchimp and sync your leads for effective email marketing.
Gmail
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.
04
Ecommerce Integration
Woocommerce
Let your order details , invoices, and contacts be effortlessly transferred to Wecommerce.
Shopify
Transfer your products data and contacts from Magneto to Perfex.
Magento
Completely integrate your online store Magneto by importing all the useful data to the Perfex CRM.
Bigcommerce
Import all data including your products, invoices and contacts from Bigcommerce to Perfex CRM.
05
Esign
DocuSign
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
06
File Storage
Google Drive
Store and retrieve a your important documents from Perfex in the Google Drive.
Dropbox
Easy sharing and storage of data between Dropbox and Perfex CRM.
OneDrive
Move and store files and documents between Perfex and OneDrive.
For Further Information Call Us
07
 Social
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
08
Meetings
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
09
Other Integration Platforms
Zapier Integration
Create records or transfer data between Perfex and innumerable other apps making use of Zapier.
twilio
Make communication a fun experience for your customers. Send messages, make calls, or respond to issues with Twilio.
plive
Use it to make calls to your contacts in Perfex CRM. You can even record the calls and hear them again later.
Asterisk
Transfer your contacts to Asterisk and communicate with them the way you like.
