Modules, automation and customer portals – all in one system.
Create customised customer portals and manage content centrally.
Understand your customers’ behaviour and analyse their activities in real time.
Manage and sell digital products centrally and automatically.
Manage hosting, domains and billing centrally in a single system.
Make it easy to book appointments and automate your processes.
Manage property listings, generate professional PDF exposés and receive inquiries directly in Perfex CRM. IS24 and Immowelt CSV import, public property portal and Google Maps included.
Automatically collect and validate EU VAT numbers from clients directly in the Perfex client portal. Real-time VIES validation, full audit log and CSV export.
Show targeted image banners in the admin and client portal and send scheduled email reminders based on invoices, projects and tasks — all from inside Perfex CRM.
Automatically sync Mautic contacts from configured segments into Perfex CRM as leads or contacts. Segment filtering, duplicate detection by email address and a full sync log per run.
Synchronise and manage your vehicle inventory automatically with AutoScout24.
Synchronise and manage your vehicle inventory automatically with mobile.de.