Description
Account Management Advancements for Perfex CRM
Account Management Advancements for Perfex CRM Enhance your account and customer management capabilities with, 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, That helps you keep your business organized, reduce financial risks, and improve team coordination within Perfex CRM.
SOME IMAGES
Team Alert.
Rich Text Customer Description.
Customer Notes Sharing via Link.
INQUIRIES AND SUPPORT
For any pre-sales inquiries, please use the discussion tab to ask any questions you may have.
If you have purchased this module and require support, please open a support query, and we will be glad to assist you.
For feature requests, please email us on the provided email address on our seller profile.
