PerfexCRM + Convertful Integration

Automatically generates new leads for potential customers

Automatically retrieves information for a particular lead

Automatically adds a new customer to the database

Automatically generates a new ticket

Automatically locate and retrieve customer information

Automatically updates a customer's information

Automatically creates a new task

Automatically adds a new contact to the database

Automatically generates invoices for sales transactions

Automatically locate and retrieve invoices with

Automatically updates the task with new information or changes

Automatically searches for a task

Automatically creates a new project

Automatically searches for a project

Automatically assigns new employees to the appropriate team or department

Automatically searches for a ticket