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Connect Perfex CRM to the way your business manages billing.

If your team switches between the CRM and a payment platform to track invoices, an integration may simplify the process. Upmy works on modules and customizations for Perfex CRM, including projects connecting the system to Asaas. We define which information should move between systems, when events should happen and how responses should be handled. The agreed features depend on your versions, available APIs and required billing workflow.

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What we can build

  • A review of your Perfex installation, existing modules and billing process.
  • A specification of the data and events to connect between the CRM and provider.
  • Module development or customization with validation of the agreed scenarios.
  • Configuration and documentation of integration dependencies and support terms.

When this service makes sense

  • Connect Perfex invoicing steps to available features in Asaas.
  • Investigate communication issues, webhook handling or payment status updates.
  • Build CRM features for a specific sales or administrative workflow.

Frequently asked questions

Can the integration cover Pix, bank slips and cards?

These flows can be assessed against the API, account and project scope. The proposal specifies the payment methods and scenarios included; we do not assume every Asaas feature is already implemented.

Can you customize an existing module?

We can review its code, license and current behavior. Send your Perfex version, the module source and a description of the issue so we can assess feasibility.

Are the Asaas account and processing fees included?

They are separate from development services. The customer manages the provider account and commercial terms. Deployment and support are specified in the proposal.

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Let’s make it happen

Your next business milestone starts with a conversation.

Tell me what you want to build, connect or improve. Get a proposal shaped around your project.

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