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MyShopify Module for Perfex CRM

MyShopify Module for Perfex CRM

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MyShopify Module for Perfex CRM

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Note: This is a plugin designed for
Perfex CRM
. It isn’t a standalone script.

Description

The MyShopify Module for Perfex CRM means that you can join your Shopify retailer instantly with Perfex CRM. It permits your gross sales and assist groups to view and handle real-time knowledge resembling orders, prospects, merchandise, and reductions — all from inside the Perfex CRM.

Key Features:

  1. Live Order Import

    Fetch and show your Shopify retailer orders inside Perfex CRM.

  2. Customer Data Import

    View detailed Shopify buyer data linked with CRM purchasers.

  3. Product Listings

    Display Shopify merchandise together with titles, inventory ranges, pricing, and pictures.

  4. Discount Code Viewer

    Access and handle low cost codes at the moment lively in your Shopify retailer.

  5. Secure API Integration

    Token-based connection for safe and dependable syncing utilizing Shopify APIs.

  6. Clean and Native UI

    Follows Perfex CRM’s UI pointers for a seamless person expertise.

Use Cases:

  • Sales Teams: Get on the spot entry to order historical past and buyer particulars for sooner follow-ups.
  • Support Teams: Quickly search for order standing with out logging into Shopify.
  • Managers: Analyze product and low cost knowledge instantly from the CRM panel.

Requirements:

  • Perfex CRM (v3.0.0 or greater).
  • Shopify Store with admin entry and personal app credentials (Access token).

Demo URL and Credentials:

Explore the module with our reside demo:

Installation Guide:

  1. Log in to Perfex CRM as an administrator.
  2. Go to Setup > Modules.
  3. Upload the downloaded zip file from Envato.
  4. If every little thing is OK, the system will affirm set up success.
  5. Activate the module and configure your Shopify API token from settings.

Screenshots

Shopify Orders
Shopify Products
Shopify Customers

Customer Support

We are dedicated to offering wonderful buyer assist!

  • Support Hours: Monday – Saturday
  • Response Time: Within 24–48 hours
  • Contact us through our Support Portal

Change Log

Version 1.0.0

  • Initial launch with Orders, Products, Customers, and Discounts integration

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