Document Management module for Perfex CRM v1.0

The Document Management module for Perfex CRM closes a common gap in customer relationship workflows: keeping every contract, invoice attachment, and reference file tied neatly to the right client or project. It plugs directly into your existing Perfex installation.

Stop Hunting for Files Across Emails and Folders

Rather than scattering documents across email threads and local drives, teams get a dedicated repository inside the CRM they already use daily, linked directly to the relevant customer or project record.

Key Features

• Central document repository linked to clients, leads, and projects
• Folder-style organization for quick retrieval
• Permission controls so only authorized staff view sensitive files
• Upload history and version tracking
• Search functionality across stored documents
• Seamless integration with the native Perfex CRM interface

For agencies and service businesses relying on Perfex CRM, this module turns document handling from a scattered chore into a structured, auditable part of everyday operations.