Be aware: This can be a module for Perfex CRM.
Join Google Docs, Sheets, Varieties, Slides & Drive with Perfex
Our modern module allows seamless two-way synchronization between Google Sheets, Google Docs, Google Varieties, Google Slides, Google Drive and Perfex CRM, empowering you to Create, Edit, and Handle Spreadsheets / Docs / Slides / Varieties / Drive Information effortlessly,
proper out of your Perfex CRM dashboard.
Elevate your productiveness to new heights with the cutting-edge Google Integration Module for Perfex CRM and its options:
Seamless Integration
Immediately sync information between Perfex CRM, Google Sheets, Google Docs, Google Varieties, Google Slides and Google Drive making certain your info is all the time up-to-date and correct.
Bi-Directional Updates
Make adjustments in Google’s facet or Perfex CRM and see these adjustments mirrored in real-time on each platforms.
Complete Administration
Create new Spreadsheets / Docs / Slides / Varieties / Drive Information, edit present ones, and handle your information with out ever leaving the Perfex CRM interface.
Consumer-Pleasant Interface
Take pleasure in a smooth, intuitive design that makes managing your information a breeze.
Enhanced Collaboration
Share your synchronized Spreadsheets / Docs / Slides / Varieties / Drive Information with crew members, making certain everybody stays on the identical web page.
Permissions-based
Admins can grant permission entry or block particular Workers from accessing Spreadsheets / Docs / Slides / Varieties / Drive Information via their admin space account. Workers members can request entry from the file homeowners. With regards to permissions and personal information, entry grant motion is required and the method is automated (non-privs person is requiring entry from the file proprietor).
Automated Workflows
Cut back handbook information entry and errors with automated synchronization, saving you priceless time and sources.
Customizable Settings
Tailor synchronization settings to match your distinctive enterprise wants and workflow necessities. Fetch information manually or mechanically via Cron Job of Perfex CRM.
The way it works
Why you want this module?
Increase Effectivity
Streamline your processes and eradicate the effort of manually updating information throughout a number of platforms.
Guarantee Accuracy
Keep information integrity with real-time synchronization, decreasing the chance of errors and discrepancies.
Save Time
Automate repetitive duties and concentrate on what actually issues – rising your online business.
Enhance Collaboration
Foster higher teamwork with quick access to up-to-date info for all crew members.
Keep Organized
Handle all of your Spreadsheets / Docs / Slides / Varieties / Drive Information from a single, handy location inside Perfex CRM.
A couple of use instances
Gross sales Groups
Monitor leads, handle gross sales information, and monitor efficiency with ease.
Advertising Departments
Arrange marketing campaign information, analyze metrics, and share experiences seamlessly.
Finance Professionals
Sync monetary information, budgets, and forecasts for correct and environment friendly monetary administration.
Undertaking Managers
Maintain challenge information synchronized, making certain all stakeholders have entry to the newest info.
Rework Your Workflow Right this moment!
Expertise the ability of seamless synchronization and take your productiveness to the subsequent degree. Our Google Integration Module for Perfex CRM is designed to cater to a large viewers’s wants, making it the right addition to any enterprise seeking to optimize their workflow and improve their information administration capabilities.
Don’t miss out on the chance to revolutionize your online business operations.
With its complete options, user-friendly interface, and concentrate on boosting effectivity, the Google Integration Module for Perfex CRM is your final answer for streamlined, correct, and efficient spreadsheet administration.
Say goodbye to handbook updates / switching tabs and hi there to a extra productive day.
Set up/Assist
It takes solely just a few seconds to be put in, activated and have our module totally working.
You’ll be able to set up our module by going to Perfex CRM Settings -> Modules -> Add and add the zip file downloaded from CodeCanyon. Activate the module on the subsequent step and you’ll be all set, after shopping the included documentation and establishing every thing third-party wanted.
In case you have any questions, be happy to boost a assist ticket at our support area.
Guys from assist division will get again to you as quickly as potential with a reply.
Model 1.3.0
-Google Varieties assist added -Google Slides assist added -Google Drive assist added
Model 1.2.0
-Google Docs assist added
Model 1.1.0
-Performance Enhancements
Model 1.0.0
-Preliminary model
