Small to Medium-Sized Enterprises (SMEs)
SMEs using Perfex CRM can automate everyday operations by triggering workflows for leads, invoices, and customer updates. This module helps reduce manual work, eliminate errors, and scale processes without recurring automation costs.
Digital Agencies
Agencies managing multiple clients can automate CRM-driven workflows such as lead notifications, proposal approvals, and invoice processing — all without paying per-client automation fees.
Sales & Marketing Teams
Sales and marketing teams can receive instant alerts when new leads are created, proposals are accepted, or deals move forward. Automate lead nurturing, sync contacts, and trigger campaigns in real time whenever CRM data changes — ensuring faster follow-ups, better engagement, and higher conversion rates.
SaaS & Platform Businesses
SaaS companies using Perfex CRM can trigger onboarding, billing, and lifecycle automations in real time. Ideal for multi-tenant environments using self-hosted automation. (extended license required if you are running SaaS)
Developers & System Integrators
Developers can build custom integrations and advanced workflows using Perfex CRM events, without relying on paid third-party automation platforms.
Service-Based Businesses
Consultants, freelancers, agencies, and professional service providers can automate client communication, task creation, and internal workflows based on CRM activity.
Licensing Notice:
If you are charging your customers and using this module as part of a SaaS product, hosted service, or paid platform, an Extended License is required as per Envato’s licensing policy.
Please review Envato’s official license terms for full details:
Envato License Overview: https://codecanyon.net/licenses/standard
Extended License Details: https://codecanyon.net/licenses/extended
Using the correct license helps avoid compliance issues and ensures uninterrupted usage.