Frequently Asked Questions
Got questions? We’ve got answers! Dive into our FAQ for detailed explanations on our most frequently asked questions about products and services.
What is CRM And How it Works ?
CRM (Customer Relationship Management) is a system for managing interactions with customers. It works by organizing data to improve customer service and relationships.
How Perfex CRM Mobile App Works ?
The Perfex CRM mobile app allows users to manage contacts, tasks, and projects on the go. It syncs data with the web platform for seamless access and updates.
What is a Custom CRM? How Does it Work For Your Business?
A custom CRM is designed to match unique business requirements. It optimizes operations and fosters better customer connections, boosting productivity and growth.
How to Create a Module in Perfex CRM ?
To create a module in Perfex CRM, access the settings, navigate to the “Modules” section, and click “Create Module.” Fill in details like module name, icon, and permissions, then save to initiate the creation process.
What Are Modules Use for in Perfex CRM?
Modules in Perfex CRM are used to extend functionality by adding new features or customizing existing ones. They help tailor the CRM to specific business needs, enhancing productivity and efficiency.
How CRM Could Be Used By Sales Staff On Their Mobiles Phone?
Sales staff can use CRM on their mobiles to access customer data, manage leads, update deals, and communicate with clients on the go, ensuring seamless sales operations.
How Many Modules Are There in CRM?
There are currently six modules available for perfex CRM: Mollie SEPA Module, Gravity Form to Perfex CRM, Xero Module, Zapier Module, Stripe ACH Module, and Calls Logs Module.
How Do I Customize My Perfex CRM?
Customize Perfex CRM by adjusting settings and creating custom fields, modules, and themes to match your business needs.
How To Install Perfex CRM on cPanel?
To install Perfex CRM on cPanel, download files, upload to public_html, create MySQL DB/user, and configure config.php, run install script via browser.
What is Difference Between ERP and CRM?
ERP manages business processes across departments, while CRM focuses on customer interactions and relationships.
How Long Does CRM Integration Take?
CRM integration time varies based on complexity. Simple integrations may take days, while complex ones could require weeks or months.
Why Do You Need to Perfex CRM Customization?
Customizing Perfex CRM tailors it to your business processes, improving efficiency, data organization, and user experience.
Why Use Gravity Form in WordPress?
Gravity Forms in WordPress streamline form creation with advanced features like conditional logic, file uploads, and payment integration, enhancing user engagement and data collection.
How Many Apps Can You Connect With Xero Module?
The Xero Module allows connection with multiple apps, facilitating seamless integration with various business tools and enhancing workflow efficiency.
What is The Best Way of recording Sales Calls for Sales Management Review?
The best way to record sales calls for sales management review is by using CRM software with a built-in call logging feature or integrating a third-party call recording solution.