Custom Perfex CRM
Module Development
Extend the core functionality of your CRM. From integrating logistics like Shiprocket & Ekart, to custom payment gateways and complex operational triggers—we code secure, upgrade-safe modules for your exact business logic.
Logistics & Shipping API Integrations
Stop manually copying addresses. We build custom Perfex CRM modules to seamlessly connect third-party logistics (3PL) providers directly to your invoice and estimate modules.
- Shiprocket & Ekart: Auto-generate AWBs with one click.
- Delhivery Sync: Fetch live tracking status back into the CRM.
- Automated Alerts: Trigger WhatsApp messages when shipment status changes.
Custom Payment Gateway Modules
Perfex CRM supports basic gateways, but what if you use a regional provider or need a complex split-payment logic? We develop highly secure, native payment gateway modules.
- Regional Gateways: PhonePe, Razorpay, Cashfree, PayU, and international gateways.
- Subscription Billing: Custom recurring payment setups via APIs.
- Callback Verification: Secure Webhook verification to automatically mark invoices as "Paid".
Website & Third-Party App Sync
Don't let your data live in silos. We build REST APIs and Webhooks to ensure your Perfex CRM is perfectly synced with your front-end websites, e-commerce stores, and other SaaS tools.
- WordPress / WooCommerce: Auto-sync customers, orders, and products instantly.
- Shopify Integration: Create automated invoices in Perfex for every Shopify order.
- Lead Generation Sync: Connect Facebook Lead Ads, Google Ads, or custom landing pages directly to the Perfex Leads board.
Custom Operational Action Triggers
We can program custom background actions (Cron Jobs) and event listeners (Hooks) inside Perfex CRM to automate complex, multi-step business operations that save hundreds of human hours.
- Status-Based Actions: e.g., If lead status changes to "Won", automatically create a project, assign staff, and send a Welcome Email.
- Automated Calculations: Custom modules for AMC calculators, EMI schedules, or complex tax formulas.
- Auto-Assign Logic: Round-robin lead assignment algorithms for your sales team.
Built using industry-standard tech stack
Have a unique logic in mind?
Our senior developers can architect it natively without breaking your CRM upgrades.