Custom Perfex Module

Automate Shipping with Shiprocket Sync

Stop copying and pasting order details. Generate AWBs, track parcels in real-time, and sync courier statuses directly inside your Perfex CRM dashboard.

Shiprocket Perfex CRM Integration

Order Dispatched

AWB Generated

Streamline Your Logistics Operations

Our custom module eliminates manual data entry, reduces shipping errors, and provides complete visibility of your supply chain.

1-Click AWB Generation

Convert Perfex Invoices or Estimates into Shiprocket orders instantly. Automatically fetch pickup addresses and customer details.

Live Order Tracking

View real-time courier tracking statuses (In Transit, Out for Delivery, Delivered) right inside the customer's CRM profile.

Shipping Rate Calculator

Compare shipping rates across multiple courier partners directly from the CRM before assigning the shipment.

Shipping Automation Workflow

How The Integration Works

We bridge the gap between your billing software and your logistics provider using secure API webhooks.

1

Invoice Created in Perfex

When an invoice is marked as 'Paid' or 'Ready to Ship', the module gets triggered automatically.

2

Data Sent to Shiprocket

Customer name, address, phone number, and package dimensions are pushed to Shiprocket via API.

3

AWB & Tracking Sync

The generated AWB number and tracking link are fetched back and saved to the Perfex Invoice notes.

Automate Customer Notifications

Keep your customers informed without lifting a finger. Combine this module with our WhatsApp API integration for maximum impact.

  • Auto-SMS/WhatsApp: Send tracking links to customers immediately when AWB is generated.
  • Delivery Updates: Notify clients when the package is 'Out for Delivery'.
  • Reduce RTOs: Proactive communication significantly reduces Return To Origin (RTO) cases.
Explore WhatsApp Integration
Automated Shipping Notifications

Centralized Supply Chain Management

Logistics API Architecture

Ready to Automate Your Dispatch Process?

Get the custom Shiprocket module installed on your Perfex CRM today. One-time installation cost, lifetime utility.

Request Module Setup