Google Sheets module for Perfex CRM - Two-way Spreadsheets Synchronization

Description:

Our innovative module enables seamless two-way synchronization between Google Sheets, Google Docs 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 Integration Module for Perfex CRM and its features: Seamless IntegrationInstantly sync data between Perfex CRM, Google Docs and Google Sheets, ensuring your information is always up-to-date and accurate. Bi-Directional UpdatesMake changes in Google Docs, Google Sheets or Perfex CRM and see those changes reflected in real-time on both platforms. Comprehensive ManagementCreate new spreadsheets, edit existing ones, and manage your data without ever leaving the Perfex CRM interface. User-Friendly InterfaceEnjoy a sleek, intuitive design that makes managing your spreadsheets a breeze. Enhanced CollaborationShare your synchronized spreadsheets with team members, ensuring everyone stays on the same page. Permissions-basedAdmins 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 Docs / 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 WorkflowsReduce manual data entry and errors with automated synchronization, saving you valuable time and resources. Customizable SettingsTailor synchronization settings to match your unique business needs and workflow requirements. Sync manually or automatically through Cron Job of Perfex CRM.