Spreadsheet Online for Perfex CRM

Description

Spreadsheet Online for Perfex CRM is a module that adds an online spreadsheet editor to the Perfex CRM dashboard, allowing you to create, edit, and organize spreadsheets linked to contracts, proposals, estimates, projects, invoices, expenses, and leads. It is aimed at teams that already use Perfex CRM and need to record financial data, schedules, or internal controls without leaving the system, sharing documents with clients through the portal and via email notification.

Main Features of Spreadsheet Online for Perfex CRM

• Integrated spreadsheet editor
  Creates and edits formulas, calculations, and dropdown lists directly in the browser, without external software.
• Link with Perfex CRM modules
  Connects spreadsheets to contracts, proposals, estimates, projects, invoices, expenses, and leads.
• Excel import and export
  Imports existing files and exports edited spreadsheets back to Excel format.
• Organization by project and tags
  Groups documents into folders with drag-and-drop and categorization by tags.
• Sharing and embed
  Generates embed code to display spreadsheets on external pages and grants access through the client portal.

Benefits of Spreadsheet Online for Perfex CRM

• Fewer parallel tools
  Eliminates the need to switch between the CRM and external spreadsheet editors to record data.
• Data linked to the correct context
  Each spreadsheet is attached to the corresponding contract, project, or invoice, without loose files.
• Team collaboration
  Multiple people access and edit the same document remotely, without duplicate versions.
• Automatic sharing notification
  Email and dashboard notifications alert when a spreadsheet is shared with someone.

Who is Spreadsheet Online for Perfex CRM Recommended For?

• Those who already use Perfex CRM and want to record financial controls without leaving the system.
• Teams that share budgets, estimates, or schedules with clients through the portal.
• Those who organize many documents by project and need categorization by tags and folders.

How to Download Spreadsheet Online for Perfex CRM

Spreadsheet Online for Perfex CRM is available for download here at Ultrapack. After downloading the .zip file, upload it via the Perfex CRM dashboard under Setup > Modules > Upload Module and activate the module in the list of installed modules. The file is complete and ready for immediate installation.

By running within the Perfex CRM’s own structure, the module avoids duplicating records in loose spreadsheets and keeps contracts, invoices, and projects as the central reference for data. It works well for small teams organizing a few documents as well as for operations with many active clients and contracts, provided that the CRM is already installed as the basis of the commercial and financial workflow.

Frequently asked questions