Description
Google Sheets module for Perfex CRM – Two-way Spreadsheets Synchronization
Note: This is a module for Perfex CRM.
Description
Our innovative module enables seamless two-way synchronization between Google Sheets and Perfex CRM, empowering you to Create, Edit, and Manage Spreadsheets effortlessly, right from your Perfex CRM dashboard.
Elevate your productivity to new heights with the cutting-edge Google Sheets Module for Perfex CRM and its features:
Seamless Integration
Instantly sync data between Perfex CRM and Google Sheets, ensuring your information is always up-to-date and accurate.
Bi-Directional Updates
Make changes in Google Sheets or Perfex CRM and see those changes reflected in real-time on both platforms.
Comprehensive Management
Create new spreadsheets, edit existing ones, and manage your data without ever leaving the Perfex CRM interface.
User-Friendly Interface
Enjoy a sleek, intuitive design that makes managing your spreadsheets a breeze.
Enhanced Collaboration
Share your synchronized spreadsheets with team members, ensuring everyone stays on the same page.
Permissions-based
Admins can grant permission access or block specific Employees from accessing Spreadsheets through their admin area account. Staff members can request access from the Google Sheet owners. When it comes to Google Sheets permissions and private sheets, access grant action is required and the process is automated (non-privs user is requiring access from the sheet owner).
Automated Workflows
Reduce manual data entry and errors with automated synchronization, saving you valuable time and resources.
Customizable Settings
Tailor synchronization settings to match your unique business needs and workflow requirements. Sync manually or automatically through Cron Job of Perfex CRM.
