Custom modules
Lead scoring, commission rules, order flows, or any field and screen your team fills in daily — built as Perfex modules, not bolted on.
Product
Perfex CRM built around how you sell
A default Perfex install is only a starting point. We customise your CRM — modules, automation, integrations — so it matches the way your team actually sells, supports, and delivers.
What it is
Perfex CRM Solutions in plain terms
Perfex CRM is a flexible, open-source CRM for sales, support, invoicing, and projects. Out of the box it handles the basics, but every team works differently — so most Perfex businesses need it adjusted to their real process.
Rakebig Services builds on Perfex rather than around it. We add the modules you need, wire in the tools you already use, and set up multi-tenant SaaS when you sell Perfex to your own customers. You keep a system your team already half-knows, shaped to your workflow.
What's included
Everything that comes with the work
Workflow automation
Rules that move records, send follow-ups, and assign tasks automatically, so the busywork stops needing a human.
Integrations
WhatsApp, payment gateways, IP telephony, and third-party APIs connected to the records and reports your staff already use.
Multi-tenant SaaS setup
Turn one Perfex install into a product you can sell to many clients, with separate companies, branding, and billing per tenant.
Data migration & cleanup
We move records from spreadsheets or an old CRM into Perfex, deduplicate, and fix the gaps before you go live.
How we deliver
A simple path from start to launch
- 01
Map your process
We shadow the steps your team takes today — deals, tickets, handoffs — and find where Perfex slows them down.
- 02
Scope the build
You get a written list of modules, automations, and integrations with a fixed price before we write code.
- 03
Build against your data
We develop against real records and edge cases, not sample data, and show you working screens as we go.
- 04
Go live and support
We migrate your data, train your staff, and stay on for fixes and the next round of changes.
What you get
The outcome, not the process
One screen for the whole team
Sales, support, and billing stop living in different tools.
Less manual follow-up
Automation nudges the right person at the right time, automatically.
A CRM that grows with you
New fields, flows, and integrations are added as your process changes.
Common questions
Straight answers
We already use Perfex. Can you change it without breaking our current data?
Yes. Most projects start from the install you have today. We work on a copy first, then migrate your records across when the new modules are tested.
Can you turn Perfex into a SaaS product we sell?
Yes — we build multi-tenant Perfex setups where each client has its own company, branding, and billing, so you can offer Perfex as a service.
How long does a typical Perfex customisation take?
A focused module or automation usually ships in 2–4 weeks. Larger SaaS builds take longer, and we scope each one with a fixed quote first.
Let's build this for you.
Tell us where your team is stuck — we'll scope the right fix, honestly.
Book a free consultation