Perfex CRM modules bundle

Premium modules that bring awesomeness to your Perfex CRM. 4+ modules and counting! This is only a plugin bundles for Perfex CRM and not standalone script→

Modules included in the bundle:

1. Wallet module with gateway option
2. Affiliate management with affiliate earnings payment gateway option
3. Landing page builder
4. Purchsae Orders
5. Delivery Notes
6. Deposit Invoice and Sales Items Customization
7. Mpesa payment gateway
8. Pesapal payment gateway

Wallet module

Experience effortless management, mitigate delays, and enhance financial stability within your Perfex CRM ecosystem.

• Seamless Wallet Funding: Effortlessly fund your wallet through existing payment gateways, ensuring swift and secure transactions.
• Automated Invoice Payment: Say goodbye to manual payments! Enable automatic processing of recurring invoices, ensuring continuous payment through the client’s wallet balance.
• Enhanced Security: Safeguard client balances with encryption, preventing unauthorized manipulation and ensuring utmost security.
• Tailored Configurations: Customize the module to align with your business requirements, offering adaptable settings for optimal functionality.
• Intuitive Interface: Navigate through financial operations effortlessly with our user-friendly interface, simplifying complex tasks.
• Transparent Transaction Logging: Gain complete transparency with detailed transaction histories, providing clear insights into cash flow with each transaction accompanied by its respective invoice.
• Requery: Ensure no payment is lost by requerying broken transaction right from your Perfex dashboard.
• Reversal: auto reversal of payment removed from an invoice paid with the wallet.
• Withdraw: when enabled, customers can make withrawal request.

Read the documentation

Affiliate management module

Simple and comprehensive module for affiliate system

1. Flexible commission type, affiliate can earn either with; Signup only, Every invoice payment , First payment only
2. Flexible commission system; Percentage and Fixed option
3. Option to set earnings cap; limit the maximum amount any affiliate can earn.
4. Set minimum payout
5. Payment gateway option; affiliate can pay invoices using earning balance

Read the documentation

Landing page builder module

Discover the ultimate Perfex CRM Page Builder, a versatile plugin designed to empower Perfex CRM administrators in building not only captivating landing pages but also other pages and lead forms with unparalleled ease and creativity.

Read more

Mpesa payment gateway module

Simplify Invoice Payments and Boost Your Business with M-pesa mobile money !

Read more

Purchase Order and Delivery Notes Module

Advance sales module to assist in making Purchase Order and Delivery Notes.

Deposit Invoice and Sales Items Customization

Advance sales item customization allows you to made numbers of customation to sales items table and PDF (i.e estimate and invoices).

1. Hide columns on invoice/estimate items table and PDF
2. Title rows/Divider for grouping invoice/estimate items on table and PDF
3. Deposit invoice allowing creating multiple deposit invoice from a single estimate.

Pesapal payment gateway module

Simplify Invoice Payments and Boost Your Business with Pesapal Payment anywhere anytime !

Are you looking for a seamless payment solution for your Perfex CRM? Look no further! Our Pesapal Payment Gateway plugin is specifically designed to streamline invoice payments, revolutionizing the way you handle transactions and supercharging your business growth.

Pesapal is a successful fintech in Africa, allowing businesses to receive international payments in USD and some other currencies.

With this module, you can receive payment from all supported countries and currencies supported by Pesapal !

Key Features:

1. Effortless Invoice Payments: Say goodbye to manual payment processing. With our Pesal Payment Gateway, your clients can conveniently pay their invoices directly from your Perfex CRM platform, saving you time and effort in about 15 different currencies supported by Pesapal.
2. Comprehensive log: Our module provides you a clear log showing all transaction attempts made through the Pesapal gateway plugin.
3. Requery: Ensure no payment is lost by requerying broken transaction deu to network right from your Perfex dashboard.
4. Support for IPN and Webhook callback among others …

Simplify invoice payments, improve customer satisfaction, and take your business to new heights of success. Get the Pesapal Payment Gateway for Perfex CRM now and experience the transformative power of streamlined transactions!

Questions/Support

• Perfex from version 3.0.* to latest version is required.
• We provide documentation with video illustration covering installation and usage.
• We respond to your questions as fast as possible within few hours but can sometimes be up to few days.
• We dont provide refund for the extension after purchase, so confirm before purchase.
• Any custom work including setup, installation and extension (that might require skilled hours) are not free. You can hire us for this.

View full documentation here

Demo

https://perfex.turnsaas.com Admin panel:
https://perfex.turnsaas.com/admin
Email: [email protected] Password: password


Customer panel.
https://perfex.turnsaas.com
Email: [email protected] Password: password



Contact us on [email protected] for support

CHANGE LOG

version 2.0.1 – 06 April 2024

• Update Purchase Order module

version 2.0.0 – 16 March 2024

• Update Delivery Note and Purchase Order module
• Add Deposit Invoice and Custom Sales module

version 1.0.0 – 12 January 2024

• Update Wallet and Affiliate module
• Added Purchase Order (PO) module
• Added Delivery Note (DLV) module

version 0.0.1 – 09 August 2023

• First release.