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Different Perfex Modules

NOTE: This isn’t a standalone module, the module requires Perfex CRM software put in, it is a module for Perfex CRM.

NOTE: Please be at liberty to contact us at lenzcreativee@hotmail.com for a complimentary module session and to debate your concepts. We stay up for helping you.

Introducing AssetCentral, the excellent asset administration module for Perfex CRM . Streamline your asset administration course of throughout employees, tasks, and prospects with ease.

Environment friendly Asset Administration AssetCentral lets you effortlessly handle belongings assigned to employees, tasks, and prospects. Observe asset standing, location, and upkeep schedules seamlessly.

Asset Appreciation and Depreciation Make the most of two strategies of asset depreciation (Decreasing Steadiness and Straight-Line) and monitor asset appreciation over time, making certain correct monetary administration.

Digital Signature Integration Streamline asset transactions with digital signature capabilities, making certain safe and environment friendly approval processes.

Asset Customized Fields Customise asset knowledge fields to suit your distinctive enterprise wants, capturing related data particular to your group.

Allocation to Workers, Tasks, and Prospects Allocate belongings to employees, tasks, and prospects with ease, offering every assignee with a transparent overview of their belongings and obligations.

Portal Entry Present safe portal entry for workers, tasks, and prospects to handle their assigned belongings, enhancing collaboration and transparency.

Superior Reporting Entry over 11 detailed reviews on general asset efficiency, utilization, depreciation, and extra. Make the most of highly effective filters to realize actionable insights into asset knowledge.

Location Monitoring Observe asset areas and think about them on interactive maps inside Perfex CRM, making certain correct asset administration and safety.

12 Asset Statuses Handle belongings with 12 standing choices, together with Out there, Allotted, Misplaced, Discovered, Damaged, and extra, enabling exact monitoring and upkeep.

Internet QR Scanner Scan asset QR codes straight from any web-enabled gadget, simplifying asset identification and administration in real-time.

Asset Audit Conduct complete asset audits with automated checks and reporting, making certain compliance and accuracy in asset information.

Person-Pleasant Interface AssetCentral integrates seamlessly into Perfex CRM’s interface, offering a user-friendly expertise for managing belongings throughout your group.

Safe and Dependable Guarantee knowledge safety with role-based entry management, safe knowledge encryption, and common backups. Relaxation assured that your asset data is protected always.

Rework asset administration in Perfex CRM with AssetCentral. Simplify workflows, optimize sources, and improve decision-making with a strong asset administration answer. Get began right now to unlock the complete potential of your belongings with AssetCentral.

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URL Electronic mail Password
https://lenzcreative.site/demo-crm/admin/authentication demo@lenzcreative.site lenzcreative123321
  1. Login to Perfex CRM
  2. Goto Module > Put in Addons
  3. Choose add.zip
  4. Click on “set up” button to finish the set up.
  5. Accomplished & Take pleasure in.

This module has been meticulously crafted by extremely skilled Perfex Builders. You possibly can anticipate clear code, sturdy functionalities, and seamless integration with Perfex CRM, fully impartial of the core framework.

Model 1.0.0 15.07.2024

Preliminary model

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