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Service Management module for Perfex CRM

Service Management module for Perfex CRM

Be aware: It is a module for
Perfex CRM. Not a standalone script.

Temporary description

Service Management Module consists of the processes and actions that show you how to monitor, document, and handle your service processes, enabling you to enhance service for your prospects now and sooner or later.




Module Options

  1. Companies Management
  2. Subscription Companies Management
  3. Orders Management
  4. Transactions Management
  5. Contracts Management
  6. Appendix Management
  7. Settings:

    • Class Management
    • Billing Plan Models Management
  8. Shopper Portal:

    • Companies Web page
    • Register/Subscribe/Renew/Improve Companies
    • Orders Management
    • Transactions Management
    • Contracts Management
  9. Integration:

Demo

Service Management Demo

Set-up

Included documentation will show you how to add and activate the module inside Perfex CRM, in case you are not conscious on the best way to do it.

Help

Our help staff is at all times round to assist. Be happy to lift a help ticket.
Guys from help division will get again to you as quickly as doable with a reply, guiding you thru any points.

Changelog

Model 1.0.0 / 2024-08-01

    Preliminary model

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