ReportPlus – Effortles Automated Reporting Module for Perfex CRM
Original price was: $39.00.$19.50Current price is: $19.50.
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Description
Other Perfex Modules NOTE This is not a standalone module the module requires Perfex CRM application installed this is a module for Perfex CRM NOTE Please feel free to contact us at lenzcreativee hotmail com for a complimentary module consultation and to discuss your ideas We look forward to assisting you Introduction to ReportPlus Effortles Automated Reporting Module for Perfex CRM Experience the power of our comprehensive reporting service for Perfex CRM With our expertly crafted manual or automatic report generation you gain access to over 20 vital reports that provide invaluable insights into your business operations productivity and financial performance With our ReportPlus you can leverage data to uncover growth opportunities mitigate risks and drive your business forward Experience the power of insightful reporting tailored to your specific needs 20 Built In Reports Total Customers Track the number of customers in your system Projects Total Logged Hours Billed Hours Expenses and Billed Expenses Total Expenses Monitor and analyze your overall expenses Total Contracts Get an overview of the total number of contracts Total Leads Keep a count of all the leads in your system Total Converted Leads Measure the number of leads successfully converted into customers Income vs Expenses Compare your income and expenses to assess financial performance Top 10 Staff with Most Converted Leads Identify team members who excel in lead conversion Top 10 Staff with Most Completed Tasks Recognize team members with high task completion rates Top 10 Staff with Most Closed Tickets Acknowledge staff members who efficiently resolve customer tickets Expenses Based on Categories Categorize and analyze your expenses for better budget management Payments Based on Payment Modes Monitor payment trends across different payment modes Tasks Report Evaluate task progress and completion rates Tickets Report Analyze ticket status and response times Invoices Report Gain insights into your invoicing activities Proposals Report Monitor the status of proposals sent to clients Estimates Report Assess the status and details of your project estimates Projects Report Track project progress and milestones Generate Manual Report Manage Generated Reports View Generated Report Download Report As PDF Setup Automated Reports Report Received On Email Report Types ReportPlus Menu ReportPlus Permissions URL Email Password https lenzcreative site demo-crm admin authentication demo lenzcreative site lenzcreative123321 Login to Perfex CRM Goto Module Installed Addons Select upload zip Click install button to complete the installation Done Enjoy This module has been meticulously crafted by highly experienced Perfex Developers You can expect clean code robust functionalities and seamless integration with Perfex CRM completely independent of the core framework Version 1 1 0 19 02 2024 Added New Reports Project Total Logged Hours Project Total Billed Hours Project Total Expenses Project Total Billed Expenses Fixed Mismatched dates on the email report Fixed Reported bugs from customers Version 1 0 0 02 07 2023 Initial version Work illustrations by Storyset
