Google Workspace Integration module for Perfex CRM – Google Spreadsheets Google Docs

Description

Note This is a module for Perfex CRM Description Our innovative module enables seamless two-way synchronization between Google Sheets Google Docs and Perfex CRM empowering you to Create Edit and Manage Spreadsheets effortlessly right from your Perfex CRM dashboard Elevate your productivity to new heights with the cutting-edge Google Integration Module for Perfex CRM and its features Seamless Integration Instantly sync data between Perfex CRM Google Docs and Google Sheets ensuring your information is always up-to-date and accurate Bi-Directional Updates Make changes in Google Docs Google Sheets or Perfex CRM and see those changes reflected in real-time on both platforms Comprehensive Management Create new spreadsheets edit existing ones and manage your data without ever leaving the Perfex CRM interface User-Friendly Interface Enjoy a sleek intuitive design that makes managing your spreadsheets a breeze Enhanced Collaboration Share your synchronized spreadsheets with team members ensuring everyone stays on the same page Permissions-based Admins can grant permission access or block specific Employees from accessing Spreadsheets through their admin area account Staff members can request access from the Google Sheet owners When it comes to Google Docs Sheets permissions and private sheets access grant action is required and the process is automated non-privs user is requiring access from the sheet owner Automated Workflows Reduce manual data entry and errors with automated synchronization saving you valuable time and resources Customizable Settings Tailor synchronization settings to match your unique business needs and workflow requirements Sync manually or automatically through Cron Job of Perfex CRM How it works Why you need this module Boost Efficiency Streamline your processes and eliminate the hassle of manually updating data across multiple platforms Ensure Accuracy Maintain data integrity with real-time synchronization reducing the risk of errors and discrepancies Save Time Automate repetitive tasks and focus on what truly matters growing your business Improve Collaboration Foster better teamwork with easy access to up-to-date information for all team members Stay Organized Manage all your spreadsheets from a single convenient location within Perfex CRM A few use cases Sales Teams Track leads manage sales data and monitor performance with ease Marketing Departments Organize campaign data analyze metrics and share reports seamlessly Finance Professionals Sync financial records budgets and forecasts for accurate and efficient financial management Project Managers Keep project data synchronized ensuring all stakeholders have access to the latest information Transform Your Workflow Today Experience the power of seamless synchronization and take your productivity to the next level Our Google Integration Module for Perfex CRM is designed to cater to a wide audience s needs making it the perfect addition to any business looking to optimize their workflow and enhance their data management capabilities Don t miss out on the opportunity to revolutionize your business operations With its comprehensive features user-friendly interface and focus on boosting efficiency the Google Sheets Module for Perfex CRM is your ultimate solution for streamlined accurate and effective spreadsheet management Say goodbye to manual updates switching tabs and hello to a more productive day Installation Support It takes only a few seconds to be installed activated and have our module fully working You can install our module by going to Perfex CRM Settings – Modules – Upload and upload the zip file downloaded from CodeCanyon Activate the module at the next step and you will be all set after browsing the included documentation and setting up everything third-party needed If you have any questions feel free to raise a support ticket at our support area Guys from support department will get back to you as soon as possible with a reply Version 1 2 0 -Google Docs support added Version 1 1 0 -Functionality Improvements Version 1 0 0 -Initial version