Guide to Install and Use PolyTourGuide for Perfex CRM

PolyTourGuide for PerfexCRM is a powerful module that enables users and administrators to effortlessly create and manage step-by-step guides directly within the Perfex CRM system. With PolyTourGuide, administrators can define detailed, customized instructions for employees or clients, helping them quickly master each feature without needing support from senior staff or management.

Deploy in December 2024

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Included
  • Lifetime support
  • Future updates
  • Free installation
  • Paid customization
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✅ Non-profit organizations, especially those supporting the elderly and children in any country, using Perfex CRM and in need of modules or any products we offer, please feel free to contact us. We are always willing to provide lifetime free support for our products.

By using PolyTourGuide, teams and users can independently learn and revisit each process at any time, saving time and reducing the need for repeated assistance with complex tasks. This module provides a simple yet highly effective instructional experience tailored to each user role within the system.

PolyTourGuide is the ultimate guide management and automation tool for Perfex CRM, meeting all needs from basic to complex instructions. Its seamless integration, easy definition, and user-friendly operation make PolyTourGuide the ideal solution to boost productivity and optimize training processes—unmatched by any other module on the market, even those outside of Perfex CRM. Experience a new era of productivity enhancement and training optimization with PolyTourGuide!

Combined with other modules, PolyTourGuide adds tremendous value to your organization’s Perfex CRM system, bringing additional convenience and efficiency.