For companies that run their business on Perfex CRM
Perfex CRM Modules and Development
We build Perfex CRM modules: ready-made e-Factura and customer autofill for Romanian invoicing, and custom modules for your own invoicing, reports and workflows. Written to survive Perfex updates.
A Perfex CRM developer who writes the modules your company is missing
Perfex CRM covers a lot out of the box, until your invoicing has to follow local rules or your sales process has a step it doesn’t know about. We write the modules that fill those gaps. Our two ready-made modules cover Romanian invoicing: e-Factura, and customer lookup by tax ID, with BNR exchange rates fetched automatically.
Two modules are ready to install. Anything else we build to order, as a separate module that leaves Perfex’s core files alone, so your updates keep working.
A module that edits Perfex’s core files works until the next update, and then somebody has to find out what broke. We write ours so the update doesn’t turn into the problem.
Our modules use Perfex’s hooks and keep their own tables and files. Perfex’s own files stay the way they came.
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Built around your process
From tax and invoicing rules to your own approvals and reports, the module follows how your company works. Romanian invoicing, with e-Factura and BNR rates, is the part we have ready-made.
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A staging copy first
Every change is tried on a copy of your Perfex with your data before it touches the live system.
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The code is yours
Custom modules come with the source code, a short guide and the right to change them later.
What we build
What we build for Perfex CRM
The two modules we’ve already written, and the kinds of work people ask us for most.
e-Factura module
Send your invoices to ANAF and receive supplier invoices without leaving Perfex, with the status shown next to each invoice.
Customer autofill
Type a Romanian tax ID (CUI) and the company name, address and registration details fill in on their own.
Integrations
Connect Perfex to your accounting software, payment provider, SMS or e-mail tool through their APIs, or have BNR exchange rates fetched automatically for your invoices.
Reports and dashboards
The numbers your team asks for every month, built from your Perfex data and shown where they work.
Workflows and approvals
Offers, expenses or contracts that need a manager’s yes before they move on, with the rules written into Perfex.
Client area changes
Extra pages, forms and documents in the area your customers log into.
Process
How a Perfex CRM module project runs
One module at a time, tried on a copy of your Perfex before it goes live.
A look at your Perfex
We check the version, the modules you already run and what has been customized, then ask what the module has to do on a normal working day.
Spec and estimate
You get a short written spec with the screens, the rules and what is out of scope, plus a fixed price and a date.
Build on a staging copy
We build and test on a copy of your Perfex. You try it with your own data and tell us what to change.
Install and look after it
We install it on the live system, show your staff how it works and stay close for the first weeks. A care plan keeps it working through Perfex updates.
Technology
Technology behind our Perfex CRM modules
Perfex is a PHP application, so that is where we work. Integrations go through the APIs of the services you use.
Platform
Perfex CRM
PHP
CodeIgniter
MySQL
Front-end
JavaScript
jQuery
Bootstrap
Integrations
ANAF e-Factura
REST APIs
webhooks
Workflow
Git
staging copies
migrations
Engagement models
Ways to work with us on your Perfex CRM
Have a module built at a fixed price, keep improving your Perfex month by month and keep it working after every update. You talk to the people who write the code.
Fixed-price custom module
Most common
A module written for your process, in phases, each with its own price and date.
Softclaire is development company unlike (many) others. Friendly and flexible, good with deadlines and trustworthy. Experts in multiple fields. We are very happy to work with them as development partner. Very much recommended!
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We approached Softclaire with nothing more than an idea and a few initial mockups for our SaaS product. Their team stepped in guiding us through strategic planning, development and devops. We are still working with them for ongoing maintenance and feature updates. If you're looking for a reliable, long-term technical partner, I highly recommend them.
Within 6 months of our app launch we have gained 750 users. We have had a huge boost in traffic on the platform since launch and have multiple 5 star ratings on the App Store. We have also had comments from other software developers commenting on how brilliant the app is structured.
The team delivered everything on time and provided a mind map to showcase the progress. Overall, they were very flexible and committed to meeting expectations.
We had an idea for a tech startup in the medical niche, but we lacked the expertise to design and develop a product of this scale. Thankfully we found an amazing team that guided us through the process every step of the way.
A few months ago, I contacted them for a custom Perfex CRM module and the e-Invoice module. Their work is of exceptional quality, and I am extremely satisfied with both the quality and the budget. I highly recommend Softclaire to all businesses and investors!
Two are ready to install: an e-Factura module that sends and receives invoices through ANAF, and a customer autofill module that fills in a Romanian company’s details from its tax ID. You can read how the e-Factura integration works in our article on integrating e-Factura with Perfex CRM. Everything else we build to order.
Can you build a custom Perfex CRM module?
Yes. Tell us what your team does by hand today and we’ll say whether a module is the right fix. A small one, such as a report or a field with a rule behind it, can take a couple of weeks. Integrations and approval flows take longer. You get a fixed price once we’ve read your spec.
Will my modules break when Perfex updates?
They can if they edit Perfex’s core files, which is why ours don’t. We use Perfex’s hooks and keep our code in its own module folder. When a new version comes out we check the modules we look after and fix what changed.
Does the e-Factura module send and receive invoices?
Yes. It sends the invoices you issue in Perfex to ANAF’s e-Factura system and shows the status next to each one. It also brings in the invoices your suppliers send you. You need your own ANAF authorization, and we help you set it up.
Can Perfex connect to my accounting software or payment provider?
Usually, through its API. We check that your provider has one before we plan around it, then build the connection as its own module, so you can switch it off or replace it later.
Can you fix or take over a module someone else wrote?
Yes. We read the code first and tell you plainly what is sound and what isn’t, then fix it or rewrite it. Modules that edit Perfex’s core files are the ones we rewrite most often.
Who owns the code of a custom module?
You do. You get the source code with a short guide, and we can sign an NDA before we start.
Let’s talk about your Perfex CRM
Tell us what you want to build. We reply with the next steps.
Award winner 2025 TechBehemoths 
Arno Bakker Co-owner at Mediascape 
Stefan Naghi Co-founder at FIRST PIXEL SRL 
Alexandru Mihalache 
Aron Dumitrache Medtech Innovator