WooCommerce Module for Perfex CRM

Bridge Your E-commerce Store and Your CRM Seamlessly

Are you tired of manually entering WooCommerce customer data into your Perfex CRM? Do you spend hours copying order details to create invoices? This tedious, error-prone process drains your time and creates a disconnect between your sales and client management. The WooCommerce Module for Perfex CRM is the definitive solution to this problem.

This powerful integration acts as an automated bridge between your WordPress e-commerce store and your Perfex CRM. It ensures that your customer, order, and product data is always synchronized, accurate, and available right where you need it. Stop wasting time on data entry and start focusing on growing your business.

Key Features at a Glance

Unlock powerful automation and streamline your business workflow with these essential features. This module is designed to be both powerful and incredibly easy to set up, giving you a robust CRM for WooCommerce experience.

• Automatic Customer Sync: Instantly create or update Perfex CRM customers whenever a new user registers or places an order on your WooCommerce store.
• Seamless Order Synchronization: Automatically convert WooCommerce orders into Perfex CRM invoices, proposals, or estimates based on your predefined rules.
• Product Integration: Sync your Perfex CRM items as WooCommerce products, allowing you to manage your inventory and services from one central location.
• Selective Sync Control: You have full control over what gets synchronized. Choose to sync all orders or only those with a specific status (e.g., ‘Completed’).
• Bulk Synchronization: Easily sync all your existing WooCommerce customers and orders to Perfex CRM with a single click, perfect for migrating your historical data.
• Detailed Field Mapping: Map WooCommerce checkout fields to custom fields in Perfex CRM, ensuring every piece of crucial customer information is captured correctly.
• Secure & Reliable Connection: The module uses a secure API connection to protect your sensitive business and customer data during synchronization.

In-Depth Feature Analysis

Let’s dive deeper into the core functionalities that make this Perfex CRM plugin an indispensable tool for any e-commerce business.

Automate Customer & Order Synchronization

The primary function of the WooCommerce Module for Perfex CRM is automation. When a customer makes a purchase, the module instantly checks if they exist in your Perfex CRM. If not, a new customer record is created automatically, complete with their contact information.

Simultaneously, their order is pushed to Perfex CRM. You can configure the module to create a new invoice, estimate, or proposal directly from the WooCommerce order details. This eliminates manual data entry, reduces human error, and ensures your financial records are always up-to-date, saving your team countless hours.

Seamless Product Sync from Perfex to WooCommerce

Do you manage your products or services primarily within Perfex CRM? This module simplifies your workflow by allowing you to synchronize items directly from Perfex to your WooCommerce store. This is a game-changer for service-based businesses, consultants, and agencies.

Simply create or update an item in Perfex, and the module will automatically create or update the corresponding product in WooCommerce. This ensures consistency across your platforms and establishes Perfex as your single source of truth for product and pricing information, streamlining your entire sales process.

Granular Control with Custom Field Mapping

Your business is unique, and so is the data you collect. The module offers powerful field mapping capabilities, allowing you to link standard and custom WooCommerce checkout fields to specific fields within Perfex CRM, including custom fields. This ensures that every piece of data you capture has a designated home in your CRM.

Whether it’s a VAT number, a project brief, or a special delivery instruction, you can ensure this information is perfectly synchronized. This level of granular control guarantees data integrity and provides your sales and support teams with the complete customer context they need to provide outstanding service.

Who Is This Module For?

This integration is a perfect fit for any business using both WooCommerce and Perfex CRM. It provides immense value to a wide range of users.

E-commerce Store Owners

Centralize your customer data for better marketing, support, and relationship management. Get a 360-degree view of your customers’ purchase history and interactions, all within your Perfex CRM dashboard. Automate your invoicing and reduce administrative overhead.

Digital Agencies & Web Developers

Streamline your client onboarding process. When a client purchases a service package (e.g., a website care plan) through your WooCommerce store, automatically create a customer profile and an invoice in Perfex. This allows you to kickstart project management immediately.

Freelancers & Consultants

Automate your entire sales-to-project workflow. Sell consultation packages or digital products via WooCommerce and let the module handle the creation of new clients and invoices in Perfex. This lets you focus on delivering value instead of managing paperwork.

Why Choose This Version? Freedom and Value

You have options when acquiring WordPress plugins, but our approach is designed to provide you with the most value and flexibility. We believe in the freedom that the GPL license provides, and we pass those benefits directly to you.

• Unbeatable Price: Get the exact same premium functionality found in the official WooCommerce Module for Perfex CRM at a fraction of the cost.
• Freedom to Use: A single purchase allows you to use this module on an unlimited number of websites, whether for your own projects or for your clients. No more buying a license for every site.
• Safe and Secure Code: We provide the original, untouched code. The files are free from malware and advertising, ensuring the security and integrity of your websites.

Frequently Asked Questions

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

Yes. The module is developed to be compatible with the latest versions of both Perfex CRM and WooCommerce. We regularly update our products to ensure they remain functional and secure with new releases from their respective platforms.

What specific data is synchronized between WooCommerce and Perfex?

The module synchronizes key e-commerce data. This includes customer information (name, email, address), order details (products purchased, quantities, total price), and product information (name, description, price). You also have control over mapping specific fields for more detailed data transfer.

Can I sync my existing WooCommerce customers and orders to Perfex CRM?

Absolutely. The module includes a powerful bulk-sync feature. With just a few clicks, you can process all your existing WooCommerce customers and orders, creating corresponding records in your Perfex CRM. This is perfect for getting a new setup running or migrating historical data.

Can I select which orders get synced to Perfex CRM?

Yes, you have full control. In the module settings, you can specify which WooCommerce order statuses should trigger a synchronization. For example, you can choose to only sync orders that are ‘Processing’ or ‘Completed’, ignoring ‘Failed’ or ‘Cancelled’ orders to keep your CRM data clean.

Is the code for the WooCommerce Module for Perfex CRM safe to use?

Your website’s security is our top priority. The file you download is the original code from the developer, distributed under the GPL license. It is 100% free from malware, viruses, and any malicious modifications, ensuring it’s completely safe to install on your site.

How will I receive updates for this module?

When you make a purchase, you get access to future updates for a full year. You can simply re-download the module from your account page to get the latest version and then upload it to your WordPress site. This ensures you always have the newest features and security patches.

Why is this module so much more affordable here?

We can offer this price because we operate under the General Public License (GPL). We purchase the plugin directly from the developer and, because of the GPL, we are free to redistribute it. This model allows us to pass the savings on to you, without sacrificing quality or security.