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Build a Powerful

Perfex CRM Ecosystem

Extend your Perfex CRM with professional modules for client portals, digital sales, hosting automation, live chat, service booking and vehicle inventory.

✓One install. Built for agencies, businesses and SaaS teams.

Manage AutoScout24 and Mobile.de inventory, watch visitor activity in real time, sell digital products and automate reminders — all from one place.

Explore ModulesWatch Demo
-> Featured Perfex CRM Module
  • CPBPortal Builder
  • Build fully branded client portals inside Perfex with a visual drag-and-drop editor. Public pages, widgets, full white-label.

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      Top Feature
    • ✓Visual drag & drop builder
    • ✓Dashboard widgets and layouts
    • ✓Public pages without login
    • ✓Powerful SEO Management with AI
    • ✓Key based Translation with AI Support
    • ✓Front/Back-end Navigation Manager
    • ✓Multi-domain & version history
  • CATActivity Tracker
  • Real-time client activity tracking inside Perfex CRM. No external scripts, no data leaving your server. GDPR consent built in.

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      Top Feature
    • ✓Real-time online client list
    • ✓Session duration & last-seen times
    • ✓Page visit tracking in portal
    • ✓GDPR consent banner built in
    • ✓Lightweight heartbeat, no polling
    • ✓Full activity log per client
    • ✓Self-hosted, zero data leakage

    Sell, host and engage — all inside your Perfex CRM

    Digital products, hosting, bookings, live chat and reminders — five modules that extend Perfex into a full self-service platform for your clients.

  • PMSDigital Marketplace
  • Turn your CRM into a complete digital sales system. Create products, manage pricing and automate license delivery — all inside Perfex.

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      Top Feature
    • ✓Sell digital products in Perfex CRM
    • ✓Integrated checkout system
    • ✓Customer self-service access
    • ✓Customer purchase history
    • ✓Product pages & pricing plans
    • ✓Secure automated delivery
    • ✓Trial reminders at day 7, 14, 27
  • CHMHosting Manager
  • Sell hosting plans and manage domains directly inside Perfex CRM. Public shop, INWX domain API, encrypted credentials.

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      Top Feature
    • ✓Public hosting shop at /hosting
    • ✓Domain check via INWX API
    • ✓Plans, pricing, billing cycles
    • ✓AES-encrypted server credentials
    • ✓Client portal for services
    • ✓Renewal reminders via cron
    • ✓Customizable colors and links
  • CBSService Booking
  • Add an online booking page to your Perfex CRM. Clients book services directly — no account, no external booking tool needed.

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      Top Feature
    • ✓Public booking page at /booking
    • ✓Multiple services & durations
    • ✓Staff availability management
    • ✓Booking status workflow in admin
    • ✓Client portal integration
    • ✓Email confirmations in DE and EN
    • ✓Customizable header & footer links
  • PLCLive Chat
  • Talk to website visitors in real time from inside Perfex. Live chat widget, visitor map, co-browsing and offline-to-ticket flow.

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      Top Feature
    • ✓Embed widget on any website
    • ✓Real-time visitor tracking & map
    • ✓Co-browsing with visitor consent
    • ✓Offline messages become tickets
    • ✓Operators, groups and transfers
    • ✓Canned replies and file sending
    • ✓Sidebar badge with sound alert
      3
  • SRMSmart Reminder
  • Automate reminders for invoices, tasks and client activity. Custom rules per client, banner manager and CPB widget support.

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      Top Feature
    • ✓Automated email reminders
    • ✓Invoice and payment alerts
    • ✓Task and activity notifications
    • ✓Custom reminder rules per client
    • ✓Banner Manager for client portal
    • ✓CPB widget integration
    • ✓Multilingual templates (DE/EN)
  • SRMReal Estate Manager
  • Complete real estate management for Perfex CRM. Publish listings, handle inquiries, generate PDF exposes, import from IS24.

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      Top Feature
    • ✓Property records with images
    • ✓Public portal at /properties
    • ✓Google Maps on portal & detail
    • ✓IS24 and Immowelt CSV import
    • ✓PDF expose per property
    • ✓Days-on-market tracking & alerts
    • ✓Auto-create Perfex lead on inquiry

    Clean data, tax compliance and targeted marketing

    Sync contacts to Mautic, capture and validate VAT numbers in real time as leads or contacts — filtered by segment, with duplicate detection.

    Prompt clients for their EU VAT number on login and validate against the VIES database in real time.

      DE
  • CVMMautic Sync
  • Sync Mautic contacts into Perfex CRM as leads or contacts — filtered by segment, deduplicated, manual or scheduled runs.

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      Top Feature
    • ✓Mautic API with connection test
    • ✓Sync as leads or contacts
    • ✓Segment filtering per sync
    • ✓Duplicate detection by email
    • ✓Manual or scheduled sync
    • ✓Sync log with per-run summary
    • ✓Bilingual admin panel (DE / EN)
      MAUTIC PERFEX
  • CVMVAT Manager
  • Prompt clients for their EU VAT number on portal login. Real-time VIES validation, automatic tax handling, clean records.

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      Top Feature
    • ✓VAT number prompt on login
    • ✓Real-time VIES validation
    • ✓EU VAT compliance support
    • ✓Automatic tax handling
    • ✓Centralized VAT records
    • ✓Clean client profile integration
    • ✓Audit log of validation checks

    Automotive inventory management for Perfex CRM

    Run a full dealership inside your CRM. Sync vehicle inventory to mobile.de and AutoScout24, track stock, value and dwell time automatically.

  • MOBMobile.de
  • Manage your mobile.de vehicle inventory inside Perfex CRM. API sync, CSV import, listing, combined view with AutoScout24.

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    • ✓mobile.de API sync + CSV import
    • ✓Own dashboard and inventory
    • ✓Public portal at /mobile
    • ✓Combined view with AutoScout24
    • ✓CPB widgets for vehicle pages
    • ✓Inquiry form per vehicle
    • ✓Multi-image gallery per listing
      STOCK 247 VALUE €1.2M DWELL TIME
  • AS24AutoScout24
  • Manage your AutoScout24 vehicle inventory inside Perfex CRM. OAuth2 API sync, dashboard with dwell-time alerts, public portal.

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    • ✓AutoScout24 OAuth2 API sync
    • ✓CSV import with column mapping
    • ✓Dashboard with dwell-time alerts
    • ✓Public portal at /autoscout
    • ✓Combined listing at /fahrzeuge
    • ✓CPB widgets for detail pages
    • ✓Scheduled auto-sync with logging