Account Management Advancements for Perfex CRM
Enhance your account and customer management capabilities with Account Management Advancements, a powerful module designed to improve team communication, customer tracking, and financial control within Perfex CRM.
KEY BENEFITS
- Custom Team Alerts: Keep your team informed with real-time alerts when accessing customer records. Choose from Information, Warning, and Critical alerts to highlight key customer details, such as overdue payments, restricted services, or special handling instructions.
- Rich Text Customer Description: Record detailed customer information using a rich text editor, making it easier to document interactions, preferences, and account history.
- Notes Sharing via Link: Share customer-related notes effortlessly with a direct link, improving collaboration and record-keeping across teams.
- More features on the way.
With more features coming soon, Account Management Advancements helps you keep your business organised, reduce financial risks, and improve team coordination within Perfex CRM.
1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 5 days if a new version is released. We free support within 5 days.
2. If a license is required (Excludes WHMCS license , we provide only method not license), please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.
3. We provide Mobile, PHP script installation services for $19.90 / ₹1700. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.
4. If you have any questions, please contact us by email [email protected] or create a ticket on this page
5. Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You will receive the original files from the developers. We do not sell any products that have been downloaded from other websites.
6. The response time can last up to 6 hours.