Top 5 Must-Have Perfex CRM Modules for Agencies
If you’re running a digital agency or managing clients through Perfex CRM, you know how important it is to streamline operations and deliver value fast. Perfex is powerful out of the box, but with the right modules, it becomes unstoppable.
Here are the top 5 must-have modules for agencies using Perfex CRM in 2025:
1. WhatsApp Integration Module
Why It Matters: Improve real-time communication with clients by integrating WhatsApp directly into your CRM. Key Features:
- Two-way messaging from within Perfex
- Conversation history linked to client profiles
- Fast updates and alerts
2. Stripe Payment Gateway Module
Why It Matters: Get paid faster by offering a secure and modern payment option. Key Features:
- Accept global payments securely
- Automatic invoice syncing
- Branded checkout pages
3. Project Gantt Charts
Why It Matters: Visualize project timelines and allocate resources more efficiently. Key Features:
- Drag-and-drop timeline editing
- Task dependencies
- Project progress visualization
4. Custom Fields Builder
Why It Matters: Customize the CRM to match your agency’s workflow without touching the code. Key Features:
- Drag-and-drop field creation
- Works with clients, invoices, tickets, and more
- Conditional logic options
5. Proposal & Contract Enhancer
Why It Matters: Close deals faster with branded, trackable, and interactive proposals. Key Features:
- E-signature support
- Expiration and status tracking
- Merge tags for personalization
Final Thoughts Your agency deserves tools that scale with you. These modules will not only help you save time and reduce manual tasks, but also impress your clients and improve revenue.
→ Ready to upgrade your Perfex CRM? Browse the Top Modules Now at Systematica build with love by Tech9Pros