Native module for Perfex CRM users
Marketing Management Inside Perfex CRM
This Perfex CRM marketing module is built for small and mid-sized teams and agencies that already use Perfex and need one place to plan, execute, approve, and track marketing work.
- No extra tools
- No improvised workflows
- Everything inside Perfex
Initially available to active Perfex CRM users.
The operational problem with marketing outside Perfex CRM
In many small and mid-sized operations, Perfex CRM is already solid for sales, projects, and billing. Marketing, however, often lives outside the system — which creates noise.
When marketing lives “outside”
- Tasks in another tool
- Calendars in spreadsheets
- Approvals in chat/email
- Performance data scattered
What that causes
- Limited traceability
- Different processes per client/project
- Harder scaling with a lean team
- Time spent coordinating instead of deciding
Perfex CRM handles sales and projects well. This module brings marketing operations to the same standard.
A marketing module built for Perfex CRM
This is not a separate platform. It’s a native marketing management module for Perfex CRM, using the same clients, users, permissions, and projects you already have.
Native integration
No migration and no fragile syncing. Perfex stays the operational hub.
Standardized workflow
Repeatable processes across campaigns, even with a small team.
Traceability
Approvals, history, and decisions recorded in context — in one place.
Perfex CRM marketing features
Campaign planning and management in Perfex CRM
Create campaigns with assets, owners, deadlines, and status. Clear visibility into delivery and blockers.
Automated routines and checklists
Recurring checklists by campaign type or client. Fewer missed steps, more consistency.
Marketing asset management
Store creatives and copy by client and campaign inside Perfex, with history for quick retrieval and reuse.
Structured approvals inside Perfex CRM
Clients approve in the portal, with comments and version history. Everything stays traceable.
Client dashboard for visibility
Campaign status and results in one view. Less back-and-forth, more transparency.
Publishing and scheduling workflow
Plan and publish to Meta and Google in the same operational flow.
Meta Ads and Google Ads monitoring
Track budget, performance, and key metrics from the Perfex panel for faster decisions.
Knowledge base and internal processes
Document playbooks, briefs, and standards. Easier onboarding and less reliance on key individuals.
Full history and audit trail
Decisions, feedback, and versions recorded in context. More control, fewer disputes.
API and Webhooks
Open integration points when you need to connect other systems.
Who this is for
This module is a fit for:
- Agencies already running on Perfex CRM
- In-house marketing teams using Perfex for projects
- Operations managing 5–50 active clients/projects
- Managers who need process, control, and visibility
If marketing currently happens outside Perfex, this module centralizes the workflow with more predictable delivery.
Early access for Perfex CRM users
The module is under active development. Early access users join with real operational feedback, influence priorities, and receive first updates as new versions roll out.
What you get with early access
- Pre-release testing
- Feedback channel into the roadmap
- Priority updates and onboarding
- Launch terms reserved for early users
What you won’t be asked for
- No payment at this stage
- No generic newsletters
- No spam
- No credit card
Request early access
This form is for teams that already use Perfex CRM and want marketing managed in the same system.
By submitting, you agree to receive communications about the module. You can unsubscribe at any time.
FAQ
Does this run inside Perfex CRM?
Yes. It’s a native module, not a separate app.
Do I need to migrate data?
No. Clients, projects, and history remain in Perfex.
Will this replace every marketing tool I use?
Not necessarily. It centralizes management, approvals, publishing workflow, and visibility. Keep what still makes sense.
Is it suitable for small teams?
Yes. It’s designed to make lean teams more consistent and scalable.
When will it be available?
Early access registrants will be notified first as releases become available.