Perfex CRM

Perfex CRM + RevSend Integration

Combine Perfex CRM with RevSend to automate B2B gifting, streamline customer retention, and enhance sales engagement effortlessly.

The Perfex CRM + RevSend integration allows businesses to automate sending personalized gifts directly from your CRM. RevSend’s platform simplifies the gifting process with features like custom packaging, physical and digital gifts, handwritten notes, and real-time delivery tracking. Together, these tools drive revenue, improve retention, and create memorable experiences for clients and employees. Automate recognition, prospecting, and rewards while keeping all activity organized within Perfex CRM.

Set-up

Get started in the RevSend Integration Page

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RevSend

Make Professional Connections Personal