Live online training so your team can use Perfex CRM with confidence.
Perfex CRM Services
Installation, custom modules, integrations and support for Perfex CRM.
Add an AI assistant to Perfex CRM that answers questions using your own content and data.
Get a clear answer from a Perfex CRM specialist. The starting price covers a two-hour session.
Ongoing care for your Perfex CRM system. The starting price covers one month of support and maintenance.
Upgrade Perfex CRM to a newer version with your data and customizations checked along the way.
Connect Perfex CRM to the ERP, CRM, payment, shipping or marketing tools your business already uses.
Move to Perfex CRM from another platform or version, with your data carried across and checked.
A fast, mobile-friendly Perfex CRM theme designed around your brand and your customers.
We install Perfex CRM on your server, configure the basics and confirm everything works.
Need something no existing module does? We design and build a custom Perfex CRM module around your workflow.
A dedicated Perfex CRM developer working on your priorities. The starting price covers a 40-hour block of development time.
End-to-end Perfex CRM development by our team, from new builds to complex changes on an existing system.


