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How to integrate RO e-Factura with Perfex CRM

What is Perfex CRM?

Perfex CRM is a powerful and versatile Customer Relationship Management (CRM) solution designed to streamline and optimize various aspects of business operations. Developed with a focus on user-friendliness, Perfex CRM provides businesses of all sizes with a centralized platform to manage client interactions, projects, and financial processes. With its intuitive interface, the CRM ensures that businesses can easily navigate its features, making it accessible to both small startups and established enterprises.

Holistic Client and Project Management

At the core of Perfex CRM is its ability to centralize client information, offering a comprehensive view of each client's history and interactions with the business. This centralized approach allows teams to effectively manage client relationships, tailor communications, and enhance customer satisfaction. Furthermore, Perfex CRM integrates project management seamlessly, providing a unified space for task assignment, milestone tracking, and collaboration. This integrated approach ensures that businesses can manage both client relationships and project workflows efficiently within a single platform.

Customization and Adaptability for Diverse Business Needs

Perfex CRM recognizes the diversity of businesses and their unique requirements. What sets Perfex CRM apart is its high degree of customization, allowing businesses to tailor the CRM to suit their specific needs. Whether it's adapting workflows, creating personalized reports, or integrating with other essential tools, Perfex CRM offers flexibility to accommodate different business models. This adaptability makes Perfex CRM an ideal solution for businesses seeking a CRM platform that aligns with their distinct processes and fosters efficiency across various facets of their operations.

E-Factura

e-Factura represents the tool for electronic invoicing through which state authorities, implicitly the National Agency for Fiscal Administration (ANAF), plan to lay the foundations for fiscal digitization in Romania. This system is considered crucial for preventing and combating tax evasion, enabling accurate monitoring of the VAT collection rate. In other words, the RO e-Factura instrument is one of control and tracking, primarily influencing suppliers and buyers.

Perfex CRM integration with E-Factura

At Softclaire, we have developed a Perfex CRM module that enables you to use your digital signature certificate to connect with e-Factura. This module allows you to send invoices directly to ANAF, download received invoices, and view received messages.

integrate perfex crm efactura


perfex crm efactura


perfex crm efactura


Do you need the e-Invoice module for Perfex CRM?

We can assist you with the installation and configuration of this module. Additionally, we can provide custom development solutions for the Perfex CRM platform. Please send us a message from the Contact section, and we will respond to you as soon as possible.