Multiple Address Module for Perfex CRM

Unlock True Flexibility in Your Client Management

Are you tired of being restricted by Perfex CRM’s single-address limitation? For any business dealing with clients that have multiple locations, this can be a significant operational bottleneck. The Multiple Address Module for Perfex CRM is the definitive solution to this common problem.

This powerful module seamlessly integrates with your Perfex CRM installation, empowering you to add, manage, and utilize an unlimited number of billing and shipping addresses for each customer. Stop relying on workarounds in the notes section and start managing your client data with the professionalism and efficiency it deserves.

Elevate your invoicing, proposals, and overall client relationship management by ensuring the right information is used every single time. This is the enhancement your Perfex CRM has been waiting for.

Key Features of the Multiple Address Module

Discover the core functionalities that make this module an indispensable tool for growing businesses. Streamline your operations and improve data accuracy with these powerful features.

• Unlimited Customer Addresses: Add and manage as many billing and shipping addresses as you need for a single customer account.
• Lead Address Management: Capture multiple addresses for leads even before they become customers, ensuring accurate proposals from the start.
• Dynamic Address Selection: Easily choose the correct billing or shipping address when creating new Invoices, Estimates, and Proposals.
• Customer Portal Integration: Empower your clients to manage their own addresses through a dedicated tab in their client portal, reducing your administrative workload.
• Set Default Addresses: Assign a default billing and a default shipping address for each customer to speed up document creation.
• Automatic PDF Integration: The address you select is automatically and correctly displayed on the final PDF documents for your clients.
• Intuitive Admin Management: Your staff can easily view, add, edit, and delete addresses directly from the customer’s profile page in the admin area.

In-Depth Feature Analysis

Let’s dive deeper into the three most impactful features of the Multiple Address Module for Perfex CRM and how they can transform your daily workflow.

Dynamic Address Selection for Financial Documents

This is the heart of the module’s power. Gone are the days of manually copying and pasting addresses or worrying about sending an invoice to the wrong department. The module integrates directly into the creation process for invoices, estimates, and proposals.

When you create a new document, you’ll see simple dropdown menus allowing you to select the precise billing and shipping address from the customer’s saved list. This dynamic selection ensures unparalleled billing accuracy and professional communication. It’s a simple change that eliminates costly errors and saves your team valuable time on every single transaction.

Seamless Customer Portal Integration

Reduce your administrative burden and improve customer data accuracy by putting your clients in control. This module adds a new ‘Addresses’ tab to the Perfex CRM client portal, creating a self-service hub for your customers.

From here, your clients can securely log in to view, add, edit, and delete their own addresses. This not only empowers your clients but also ensures that the information in your CRM is always up-to-date, as they are the ones most knowledgeable about their own company’s structure. It’s a win-win for efficiency and client satisfaction.

Comprehensive Address Management for Customers & Leads

Effective client management starts from the very first interaction. This module allows you to manage multiple addresses not just for established customers but also for leads. This is crucial for businesses that need to send initial proposals or estimates to different branch offices or contact points.

Within the admin dashboard, a customer’s profile is enhanced with a clean, organized tab for all their addresses. Your team can quickly get a complete overview, set defaults, and make adjustments as needed. This organized approach transforms your Perfex CRM into a more robust tool for managing complex client relationships.

Who is This Module For?

The Multiple Address Module for Perfex CRM is a vital tool for any business that deals with clients who have more than one physical location. Its flexibility makes it perfect for a wide range of industries.

B2B Service Providers & Agencies

If you’re an agency, consultant, or IT firm, you often work with corporate clients that have a head office for billing and multiple branch offices where services are rendered. This module allows you to manage that structure effortlessly.

Wholesale & E-commerce Businesses

Manage complex logistics by shipping goods to various warehouses or retail outlets while sending the invoice to a central accounting department. This module ensures your shipping and billing documentation is always correct.

Construction & Trade Services

For contractors, plumbers, or electricians working with property management companies, you can save each job site as a separate shipping address while billing the main office. This simplifies project management and invoicing.

Franchise Operations

Easily manage your relationship with a parent company while being able to send proposals, services, and invoices to individual franchise locations as needed.

The Smart, Cost-Effective Choice for Your CRM

Why pay more for the exact same functionality? We believe in making powerful tools accessible to every business owner. By choosing to download from us, you get the premium, high-quality module you need at a fraction of the original cost.

Our products are distributed under the General Public License (GPL), which gives you incredible freedom. You are free to use the software on as many sites as you need and can even modify it to perfectly fit your workflow. You’re not just buying a tool; you’re gaining full control and making a smart investment in your business.

We provide the exact same code as the developer, 100% original and free from any malware or advertising. You get all the premium features and security without the premium price tag.

Frequently Asked Questions

Does this module work with the latest version of Perfex CRM?

Yes. We ensure our files are always up-to-date and compatible with the latest stable versions of Perfex CRM. You can install it with confidence, knowing it will integrate smoothly with your system.

Can I set a default billing and shipping address for a customer?

Absolutely. The module allows you to designate one billing address and one shipping address as the ‘default’ for each customer. These will be pre-selected when you create new documents, saving you even more time.

Will the selected address automatically appear on my PDF invoices?

Yes, it will. The module is built to integrate with Perfex CRM’s native PDF generation system. The billing and shipping addresses you select will be automatically and correctly formatted on your final invoices, estimates, and proposals.

Is it safe to use this GPL version of the module?

Completely safe. We provide 100% original, untouched files sourced directly from the developer under the GPL. The code is clean and contains no malware or modified scripts, ensuring your CRM’s security and performance remain intact.

Can my customers manage their own addresses?

Yes, this is a key feature. Once installed, a new ‘Addresses’ tab will appear in the client portal. Your customers can log in to add, edit, or delete their addresses, which helps keep your data current and reduces your admin team’s workload.

Will I receive updates for the Multiple Address Module?

Yes. Your purchase includes one year of free access to all future updates. As soon as the developer releases an update, we make it available for you to download directly from your account dashboard.

Do I need a license key to activate the module?

No license key is required. The module is GPL-licensed and is fully functional immediately upon installation and activation. You get instant access to all its powerful features without any activation hassles.