Perfex CRM - customized for field service and project-based comp
What it is and who it is for
A Perfex CRM build extended for businesses that run multiple simultaneous field jobs —construction, renovation, cleaning, logistics, and similar. It captures incoming leads automatically, guides them through configurable stages, plans site visits on a map, and controls everything up to invoicing.
What was done
- Integrated e-mail → CRM data capture with support for custom fields.
- Automated creation of client folders on Google Drive with attachments upload.
- Configurable statuses, kanban boards, and tables for leads and projects.
- Script for one-click lead-to-client conversion with auto-project setup.
- Custom “Map + Calendar” module: clustering, filters, geocoding, Google Calendar sync.
- Stage-level permission system for project modules.
- Setup of invoicing, payment tracking, and reporting forms.
- Support for client archive and future functional expansion.
Key advantages
1. Automatic lead capture
Enquiries arriving by e-mail become leads; all custom form fields are imported.
A Google Drive folder is created for each lead; attached files go there instantly.
2. Full customization
Any lead or project status; kanban boards or tables.
Unlimited custom fields—from contact data to job parameters.
3. Instant lead → client conversion
On conversion, a client record and project are created; assignees are set automatically.
4. Flexible project management
Kanban inside a project, or kanban across projects by status.
5. Map + Calendar
Projects plotted on a map by status, with filters and search.
Meetings booked on the map are pushed to Google Calendar.
Calendar events include only the on-site details staff need; photos and notes sync to Drive.
Multiple Google calendars: Ability to have separate calendars for different employees/teams.
6. Stage-level access control
Grant users access to selected project stages (e.g. stages 1-5 or 10-15) instead of “all or nothing”.
7. Financial toolkit
Invoices, bills, payment tracking, e-signature, tax-ready reports.
8. Reserve and scalability
Archive for “next-year” clients; foundation for route planning and advanced client notifications.
A Perfex CRM build extended for businesses that run multiple simultaneous field jobs —construction, renovation, cleaning, logistics, and similar. It captures incoming leads automatically, guides them through configurable stages, plans site visits on a map, and controls everything up to invoicing.
What was done
- Integrated e-mail → CRM data capture with support for custom fields.
- Automated creation of client folders on Google Drive with attachments upload.
- Configurable statuses, kanban boards, and tables for leads and projects.
- Script for one-click lead-to-client conversion with auto-project setup.
- Custom “Map + Calendar” module: clustering, filters, geocoding, Google Calendar sync.
- Stage-level permission system for project modules.
- Setup of invoicing, payment tracking, and reporting forms.
- Support for client archive and future functional expansion.
Key advantages
1. Automatic lead capture
Enquiries arriving by e-mail become leads; all custom form fields are imported.
A Google Drive folder is created for each lead; attached files go there instantly.
2. Full customization
Any lead or project status; kanban boards or tables.
Unlimited custom fields—from contact data to job parameters.
3. Instant lead → client conversion
On conversion, a client record and project are created; assignees are set automatically.
4. Flexible project management
Kanban inside a project, or kanban across projects by status.
5. Map + Calendar
Projects plotted on a map by status, with filters and search.
Meetings booked on the map are pushed to Google Calendar.
Calendar events include only the on-site details staff need; photos and notes sync to Drive.
Multiple Google calendars: Ability to have separate calendars for different employees/teams.
6. Stage-level access control
Grant users access to selected project stages (e.g. stages 1-5 or 10-15) instead of “all or nothing”.
7. Financial toolkit
Invoices, bills, payment tracking, e-signature, tax-ready reports.
8. Reserve and scalability
Archive for “next-year” clients; foundation for route planning and advanced client notifications.
Montreal 
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