FreeAgent Integration Module for Perfex CRM

Note: This is a module for Perfex CRM, not a standalone script. This module works best on Perfex CRM version 3.4.* and later. This module may not work if you are using Perfex CRM as a SaaS service. We recommend testing this module on a staging copy before deploying to your production Perfex instance. The FreeAgent Integration Module provides a seamless connection between Perfex CRM and FreeAgent accounting software. It allows businesses to synchronise their essential data—customers, invoices, and projects—from Perfex CRM directly to , reducing manual data entry and ensuring financial records are kept up-to-date across both platforms. WHO IS IT FOR? This module is ideal for businesses and organisations that:

• Utilise FreeAgent for their accounting and financial management alongside Perfex CRM.
• Want to eliminate double-handling of data between their CRM and accounting systems.
• Need to ensure customer details, invoices, and projects are consistent across platforms.
• Wish to automate financial record-keeping to save time and reduce errors.
• Require a reliable way to push specific records to their accounting software manually or in bulk.

CORE FEATURES OAuth 2.0 Authentication: Securely connect your Perfex CRM to FreeAgent using OAuth 2.0. The module supports both Sandbox and Production environments, ensuring you can test safely before going live. Customer Synchronisation: Seamlessly sync your Perfex CRM customers to FreeAgent as contacts. You can do this manually from the customer profile or configure auto-sync to handle it in the background. Invoice Synchronisation: Push your invoices directly to FreeAgent with a single click or via bulk actions. This ensures your financial reporting in FreeAgent always matches your sales data in Perfex. Project Synchronisation: Keep your projects aligned by syncing them from Perfex to FreeAgent. This helps in tracking project financials and billing effectively in your accounting software. Bulk Sync Operations: Save time by syncing all your customers, invoices, or projects at once. The settings page provides easy-to-use bulk sync tools for initial setup or periodic updates. Detailed Sync Logs: Stay informed with comprehensive logs of all sync activities. View success statuses, error messages, and raw data to troubleshoot any issues quickly. More features on the way. Feel free to send through your feature request. INQUIRIES AND SUPPORT For any pre-sales inquiries, please use the discussion tab to ask any questions you may have. If you have purchased this module and require support, please open a support query, and we will be glad to assist you. For feature requests, please email us on the provided email address on our seller profile.  

(Only For Premium Category Products !)

1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 5 days if a new version is released. We free support within 5 days.

2. If a license is required (Excludes WHMCS license , we provide only method not license), please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.

3. We provide Mobile, PHP script installation services for $19.90 / ₹1700. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.

4. If you have any questions, please contact us by email [email protected] or create a ticket on this page

5. Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You will receive the original files from the developers. We do not sell any products that have been downloaded from other websites.

6. The response time can last up to 6 hours.

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Benefits of our Membership Plans

• Instant access to all plugins and all themes including all future releases
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.
• Buy or download for FREE by subscribing to our VIP Membership Plan. Join the club of more than 1100+ happy members. This is the same theme as sold by the developer.

Updates:

• We offer frequent updates for one year from the date of purchase. After this period, you have to purchase the item again to receive further updates, we also offer lifetime updates as a second option.
• We regularly update products as soon as we are notified about an update, we go and download it from the author and update it on our site, but In case the current version of the product is not the latest, You can request an update for the product by contact form.
• We send regular emails advising when products have been updated so please be sure to provide an active email address when you sign up.

Support:

• Our support team is available 24/7, if you have any questions or need help in installing or configuring digital products purchased on the website, please don’t hesitate to contact form.
• Please note that we are not developers of the provided products, so our technical support capabilities are limited. We do not change product functionality and do not fix developer bugs.

For more information please read FAQs & About Us.

(Only For WHMCS Category Products !)

• We Only provide WHMCS Module, how you can  nulled any module step only !
• Instant access to all plugins and all themes 
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.