Account Management Advancements for Perfex CRM

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Enhance your account and customer management capabilities with Account Management Advancements, a powerful module designed to improve team communication, customer tracking, and financial control within Perfex CRM.

NEW FEATURE

Introducing Alert Automation!

Alert automation is a powerful feature that lets you trigger team alerts based on conditions. Currently, you can set an alert to notify your team when a customer’s invoice is overdue by a set number of days. More automation options are on our roadmap.

Admins can choose to display alerts immediately for urgent updates or automate them for later, ensuring timely action and clear team communication.

OTHER FEATURES

• Secure PIN for Customers: Combat rising phone impersonation threats with the Secure PIN field. Customers can set a 6-10 character alphanumeric PIN, required for verification when contacting your team over the phone. This ensures only authorised individuals can access account details, preventing unauthorised access while ensuring a secure and seamless account management experience.
• 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, Account Management Advancements helps you keep your business organised, reduce financial risks, and improve team coordination within Perfex CRM.

SOME IMAGES

Secure PIN for Customers.

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.

CHANGELOG

Version 1.0.9 | 13 April 2025

Feature: Introduced alert automation for invoice overdue triggersBug fix: Fixed some bugs

Version 1.0.6 | 17 March 2025

Bug fix: Fixed some bugs

Version 1.0.4 | 17 February 2025

Feature: Introduced Secure PIN for customer accounts

Version 1.0.1 | 11 February 2025

Initial release