- Short Description
- Enhance your company's asset management with our Perfex CRM Assets Management Module. Easily categorize and assign assets by group, location, or unit, streamlining operations for better staff collaboration. Discover more features at [demo link].
Assets Management Module for Perfex CRM, is a module that provides the ability of managing company’s assets inside Perfex’s dashboard. You will be able to separate your assets based on groups/locations/units and assign them to staff members. Check the next section of this description, for a complete list with functionality actions.
* The recorded videocast contains visuals using Perfex CRM Flat Admin Theme. Our module will not change the apperance of your admin area.
Included functions
Assets Management Module contains the following functionality:
- Create assets (editing/removing it aswell)
- Create customer-based Assets, corporate-only assets and mixed ones
- Revoke an asset
- Add additional assets in existing asset
- Assign an asset on a specific staff user
- Trasnfer assets between users
- Report an asset loss
- Report an asset as a broken one
- Liquidation record of an asset
- Warranty record of an asset
- Allocated Assets list
- Revoked Assets list
- Deprecated Assets list
- Ability to separate assets based on unique units, asset groups and asset locations (listing aswell)
- Ability to add images to your assets (publicly accessible, through changeable constant for uploadsdir)
Please give module’s video-preview a quick view, in order to view a sample use-case of the Assets Management module inside Perfex CRM, or try its demo installation (credentials below).
