PerfexCRM + ServeManager Integration

Connect PerfexCRM to ServeManager in 1 click

Integrate PerfexCRM + ServeManager For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular PerfexCRM + ServeManager Workflows

Create PerfexCRM customer for new ServeManager company

ServeManager + PerfexCRM Integration

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Create Your Own PerfexCRM & ServeManager Integration Without Any Code

Create Custom Workflow

Job is created in ServeManager
Attempt is logged in ServeManager
Affidavit is created in ServeManager
Company is created in ServeManager
Invoice is issued in ServeManager

Create lead in PerfexCRM
Search lead in PerfexCRM
Create customer in PerfexCRM
Create ticket in PerfexCRM
Search customer in PerfexCRM
Update customer in PerfexCRM
Create task in PerfexCRM
Create contact in PerfexCRM
Create invoice in PerfexCRM
Search invoice in PerfexCRM
Update task in PerfexCRM
Search task in PerfexCRM
Create project in PerfexCRM
Search project in PerfexCRM
Add staff in PerfexCRM
Search ticket in PerfexCRM
Create job in ServeManager
Create court case in ServeManager
Search court case in ServeManager
Search job in ServeManager
Create company in ServeManager
Search company in ServeManager
Create note in ServeManager

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You Can Also Connect PerfexCRM or ServeManager With 1200+ Other Apps

PerfexCRM is designed for small businesses and freelancers. It brings together everything that you need to manage your clients, projects, tasks, sales, support and communication in one place.

See PerfexCRM Integrations

ServeManager streamlines the process of serving legal documents and tracking their delivery. It provides a fully-integrated suite of tools for managing all aspects of the service of process. It's simple, easy to use and makes your job easier.

See ServeManager Integrations