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Which Module Does What?

Every row is a job you may want Perfex to do; every column is a module. A square means the module does it; a ring means the module adds to it when you have both (hover or focus for what it adds).

Does this Adds to it, together with the module that does it

What each Perfex module does
I want to…Design Studio$229Document Studio$129Client Hub$99Books$159Cash & Capacity$129Brain Pro$99People$159TeamPulse$99Deliverables$89Product Hub$179Sales Growth$129Inbox$129Sentinel$79AI Staff$89Flow Studio$99Connect$129SaaS Studio$189
Look Professional
Put our brand on every Perfex screen
Design login pages, the client portal and a website
Design invoice, estimate and email templates
Send contracts for e-signing
Share private folders and links with clients
Get Paid
Keep double-entry books from invoices, payments and expenses
Import bank lines and reconcile
See P&L, balance sheet and cash flow
See project and client margins
Send reminders that stop when paid
Add payment QR and Factur-X to invoices
Build dashboards you can click into
Run the Team
Keep employee records, leave, attendance and payroll
Hire, onboard and run reviews
Track time on Perfex task timers, approve it weekly
Run meetings, roadmaps, OKRs and sprints
Get client approvals on files, on record
Turn extra work into Change Requests
Sell & Stock
Manage warehouses, lots and FIFO stock
Sell in an online shop and at a point of sale
Sync stock with WooCommerce and Shopify
Pay commission on cash collected
Run points, tiers, referrals and coupons
Support Clients
Answer email, WhatsApp, chat and calls in one inbox
Score and route leads, run cadences and campaigns
Run voting boards, a roadmap and NPS surveys
Collect feedback right on the file
Stay Safe
Add 2FA, social sign-in and live sessions
Keep a team password vault
Run a firewall, a sealed audit log and alerts
Automate & AI
Ask an AI colleague that waits for approval
Automate with triggers, approvals, branches and waits
Connect a REST API, signed webhooks, Zapier, Make or n8n
Sell Perfex as a service, a database per tenant
Run tenant plans, signup and billing
Price · Demo$229
Demo
$129
Demo
$99
Demo
$159
Demo
$129
Demo
$99
Demo
$159
Demo
$99
Demo
$89
Demo
$179
Demo
$129
Demo
$129
Demo
$79
Demo
$89
Demo
$99
Demo
$129
Demo
$189
Demo

Each module works on its own. Prices are one-time, per Perfex installation.

Bundle vs Single

What a Bundle Saves You

Same modules, same licences, docs and updates: only the price is lower.

BundleModulesBought SinglyBundleYou SaveBuy
Brand BundleBest SellerDesign Studio $229Document Studio $129Sentinel $79$437$299$138 (32%)Buy
Agency BundleTeamPulse $99Deliverables $89Client Hub $99Cash & Capacity $129$416$299$117 (28%)Buy
Back Office BundleBooks $159People $159Brain Pro $99$417$299$118 (28%)Buy
Sell More BundleProduct Hub $179Sales Growth $129Inbox $129$437$319$118 (27%)Buy

Pick Your Modules

We work out the cheapest mix of bundles and single modules.

Bought Once, Yours to Run

  • One-Time PricePay once per Perfex installation. No per-user fees, no monthly bill.
  • Your Server, Your DataEvery module runs inside your own Perfex CRM. AI only goes to the provider you choose.
  • 9 LanguagesEnglish, Spanish, Portuguese (Brazil), French, German, Italian, Dutch, Turkish and Russian.
  • Free UpdatesNew versions are free, and no Perfex core file is touched, so Perfex updates stay safe.
  • 6 Months of SupportIncluded with every licence, through the product’s support page on SellMyCode.
  • RefundsRefunds under the SellMyCode refund policy.