The Products and Services Module for Perfex CRM adds essential inventory and catalog management functionality to the core CRM system, allowing businesses to effectively manage their offerings within the same platform they use to handle customers, invoices, proposals, and sales.
Designed to seamlessly integrate with existing modules like Estimates, Invoices, and Proposals, this extension provides a centralized database for all your products and services—making it easier to quote, bill, and track what your company sells.
Product & Service Catalog: Create and manage a complete list of your physical products and service offerings, including names, descriptions, pricing, and tax rates.
Categories & Tags: Organize your items using categories and tags to make searching and filtering fast and efficient.
Easy Integration with Invoicing: Quickly add items to invoices, estimates, and proposals from your catalog with real-time pricing and tax calculations.
Stock Management (Optional): Track product availability with basic inventory management features, such as quantity in stock and low-stock alerts.
Custom Fields & Pricing Options: Add custom fields or pricing tiers to suit complex or variable offerings.
Product Descriptions & Images: Include detailed descriptions and optional images to enhance documentation, quotations, and presentations.
Multi-Tax Support: Configure item-specific taxes based on your business location or legal compliance requirements.
User Permissions: Limit who can create, edit, or delete products and services, ensuring control over your inventory records.
Export/Import Support: Quickly migrate your catalog using CSV import/export functions, especially useful for businesses with large product lists.
21 Apr 2025, 04:13 PM
21 Apr 2025, 04:13 PM
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
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6. The response time can last up to 6 hours.