Perfex Insight Accounting
$49Profit and loss, income, expenses, cash, receivables and payables.
Requires Perfex Insight Pro Parent module: Accounting & Bookkeeping
Add-ons for Perfex Insight Pro
Thirteen specialized add-ons extend Perfex Insight with dashboards and widgets for the Perfex modules your team already uses. Every add-on requires Perfex Insight Pro and its corresponding parent module.
Required platform
Perfex Insight Pro
One Dashboard. Every Module. Complete Insight.
The dashboard platform for Perfex CRM: a drag-and-drop builder, a widget library, role and staff scoping, filters and scheduled reports.
Requirement
Add-ons are sold separately and are not included with Perfex Insight Pro. Each one needs the platform and its own parent Perfex module installed and active.
Finance & Procurement
What you earn, what you owe and what you hold.
Perfex Insight Purchase
$49Purchase orders, vendor spend, invoices, payments and contracts.
Requires Perfex Insight Pro Parent module: Purchase
Perfex Insight Inventory
$49Stock value, warehouses, low and out-of-stock items, goods movement.
Requires Perfex Insight Pro Parent module: Warehouse
Assets & Equipment
What the organisation owns, who holds it and what it is worth.
Perfex Insight Assets Central
$39Estate, book value, allocation, lifecycle and stock audits.
Requires Perfex Insight Pro Parent module: AssetCentral
Details for Perfex Insight Assets Central
Live Demo — shared demo with all add-ons
Coming to CodeCanyon
Perfex Insight Assets
$39Register quantities, allocation, movement, condition and acquisition cost.
Requires Perfex Insight Pro Parent module: Asset Management
Perfex Insight Fixed Equipment
$39Assets, licences, consumables, checkouts, overdue returns and maintenance.
Requires Perfex Insight Pro Parent module: Fixed Equipment Management
Details for Perfex Insight Fixed Equipment
Live Demo — shared demo with all add-ons
Coming to CodeCanyon
Perfex Insight Fleet
$39Vehicles, drivers, work orders, fuel and maintenance cost.
Requires Perfex Insight Pro Parent module: Fleet Management (also requires HR Records and Purchase)
Operations
Production, movement and service work.
Perfex Insight Manufacturing
$49Manufacturing orders, operations, work centres, durations and material cost.
Requires Perfex Insight Pro Parent module: Manufacturing Management
Details for Perfex Insight Manufacturing
Live Demo — shared demo with all add-ons
Coming to CodeCanyon
Perfex Insight Logistics
$39Shipments, pickups, packages, consolidations and charged value.
Requires Perfex Insight Pro Parent module: Logistics Management
Perfex Insight Workshop
$39Repair jobs, quoted against invoiced value, devices and inspections.
Requires Perfex Insight Pro Parent module: Workshop Management
Property & People
Portfolio, tenancy and headcount.
Perfex Insight Real Estate
$49Request pipeline, deal value, companies, owners and brokers.
Requires Perfex Insight Pro Parent module: Real Estate
Details for Perfex Insight Real Estate
Live Demo — shared demo with all add-ons
Coming to CodeCanyon
Perfex Insight PropertyBase
$39Listings, sale and rent split, leads, views, categories and maintenance.
Requires Perfex Insight Pro Parent module: Real Estate & Tenant Management
Details for Perfex Insight PropertyBase
Live Demo — shared demo with all add-ons
Coming to CodeCanyon
Perfex Insight HR Records
$49Headcount, departments, contracts, renewals and hiring trend.
Requires Perfex Insight Pro Parent module: HR Records
Not sure which add-on you need?
Each Insight add-on extends one specific Perfex CRM module. Start with the module your team already uses, then choose the Insight reporting you need on top of it. Every add-on requires Perfex Insight Pro.
See it with real data first
The shared demo runs Perfex Insight Pro with all thirteen add-ons installed, including the Combined Insights board that puts 345 widgets' worth of providers on one screen. Nothing to install.