Description

Customer Files Hub for Perfex CRM is the ultimate add on designed to simplify file management for your staff and enhance client communication. Instead of wasting time searching through scattered uploads, this module centralizes all client’s files in one organized place. Staff can quickly filter files by client and perform bulk actions with ease. With powerful export functionality, you can download multiple files at once, saving hours of manual work. The built in email feature allows staff to send selected files directly to clients, ensuring professional delivery without leaving Perfex CRM. Designed exclusively for Perfex CRM, it integrates seamlessly with your existing setup — no complicated configuration required.