Our innovative module enables seamless two-way synchronization between Google Sheets 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 Sheets Module for Perfex CRM and its features: Seamless Integration Instantly sync data between Perfex CRM and Google Sheets, ensuring your information is always up-to-date and accurate. Bi-Directional Updates Make changes in 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 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.

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 Sheets 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.