Description
Customer Files Hub Module For Perfex CRM
Customer Files Hub Module For Perfex CRM is the ultimate add on designed to simplify file management for your staff and enhance client communication. Instead of wasting time searching through scattered uploads, this module centralizes all client’s files in one organized place. Staff can quickly filter files by client and perform bulk actions with ease.
With powerful export functionality, you can download multiple files at once, saving hours of manual work. The built in email feature allows staff to send selected files directly to clients, ensuring professional delivery without leaving Perfex CRM.
Designed exclusively for Perfex CRM, it integrates seamlessly with your existing setup — no complicated configuration required.
Key features of the module include:
- Centralized file dashboard: View all clients uploaded files in one organized place.
- Client-based filtering: Quickly locate files by selecting the client.
- Bulk export: Download or Send multiple files at once to save time.
- Email integration: Send selected files directly to clients without leaving Perfex CRM.
- User-friendly interface: Clean design for easy navigation and staff adoption.
- User-friendly interface: Clean design for easy navigation and staff adoption.
