Service Management module for Perfex CRM

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Description

The Service Management module for Perfex CRM is a powerful extension that enhances the functionality of Perfex CRM by providing tools for managing services, scheduling, and customer support. It is ideal for businesses that need to organize and track service-based workflows, streamline operations, and improve client relations.

Features:

  1. Seamless Integration with Perfex CRM
  2. Service Management Dashboard
  3. Service Category and Type Management
  4. Custom Service Fields
  5. Service Scheduling and Calendar Integration
  6. Assign Services to Staff Members
  7. Service Status Tracking
  8. Client Service Requests
  9. Automatic Service Notifications
  10. Service Progress Monitoring
  11. Service Pricing and Cost Estimation
  12. Recurring Service Management
  13. Time Tracking for Services
  14. Invoicing Integration for Services
  15. Detailed Service Reports
  16. Service Contracts Management
  17. Attach Documents and Files to Services
  18. Service Request History
  19. Client Portal for Service Requests
  20. Support Ticket Integration for Services
  21. Role-Based Permissions for Service Management
  22. Service Completion Notifications
  23. Service Feedback and Reviews
  24. Multi-Language Support
  25. Customizable Service Workflows
  26. Service Prioritization and Deadlines
  27. SMS and Email Notifications for Services
  28. Export and Import Service Data
  29. Integrated Task and Project Management
  30. Regular Updates and Technical Support