Perfex CRM Developer in India
Indian businesses adopt Perfex CRM because it costs a one-time licence instead of per-user monthly fees in dollars. But Perfex is built around generic international VAT, and Indian companies need GST-ready invoices, IRN e-invoicing above the turnover threshold, UPI payments, Tally for the accountant and WhatsApp for customers.
Our team is based in India and builds Perfex CRM customizations for businesses across the country. We work in your time zone and language, and invoice in INR with GST.
Perfex CRM Challenges for India Businesses
GST tax invoices
A GST invoice needs the supplier's and recipient's GSTIN, HSN or SAC codes per line, place of supply, and CGST plus SGST for intra-state sales or IGST for inter-state sales. Perfex has flat tax rates only. We add GSTIN and state fields to customers, HSN/SAC codes to items, automatic CGST/SGST vs IGST selection based on place of supply, and the amount in words in Indian format on PDFs.
IRN e-invoicing and e-way bills
Businesses with aggregate annual turnover above ₹5 crore must register B2B invoices on the Invoice Registration Portal (IRP) and print the IRN and signed QR code on them. We build Perfex modules that send invoices to the IRP through a GSP or direct API, store the IRN, acknowledgement number and QR code, handle cancellations, and generate e-way bills for goods movement.
UPI and Indian payment gateways
Indian customers expect to pay by UPI. We add Razorpay, PayU, Cashfree or PhonePe gateways to Perfex invoices, payment links on WhatsApp, and automatic reconciliation of payments against invoices, including partial and advance payments.
SMS rules and data protection
Transactional SMS in India must use DLT-registered sender IDs and templates. We configure Perfex's MSG91 or other Indian SMS providers with approved templates. For customer data, we help you prepare for the Digital Personal Data Protection Act, 2023 with consent records, data-export and deletion workflows.
Integrations India Clients Ask For
Every integration is built as a standalone Perfex module using official hooks, so it survives Perfex updates. More about our API integration work.
Tally Prime
Push Perfex invoices, receipts and customers into Tally as vouchers and ledgers so your CA works from the same data.
Razorpay, PayU, Cashfree and PhonePe
UPI, card and netbanking payments on invoices, with automatic reconciliation.
GST IRP and e-way bill APIs
IRN generation, signed QR codes, cancellations and e-way bills from inside Perfex.
WhatsApp Business API
Invoices, payment reminders, lead alerts and support updates on WhatsApp.
IndiaMART, JustDial and Meta lead ads
Pull enquiries directly into Perfex leads with source tracking and auto-assignment.
Industries We Support in India
Manufacturers and traders
GST quotations, e-way bills, dealer management and IndiaMART leads.
IT and software companies
Projects, timesheets, AMC renewals and recurring invoices.
Education and coaching institutes
Enquiry management, fee invoices, UPI collections and WhatsApp follow-ups.
Real estate and construction
Site-visit tracking, booking payments and broker commission management.
Working With Us From India
Time zone: India Standard Time (UTC+5:30)
Same time zone, full working day. Calls in Hindi or English, on WhatsApp, Google Meet or phone.
Quotes and invoicing
Fixed-price quotes for defined scopes, hourly billing for ongoing work, or a monthly retainer. We quote in INR. Every project starts with a free consultation and a written scope. See all our Perfex CRM services or hire a dedicated developer.
Perfex CRM in India: FAQs
Can Perfex CRM generate GST invoices?
With customization, yes. We add GSTIN, HSN/SAC codes, place of supply and automatic CGST/SGST or IGST calculation, and update the invoice PDF to meet GST invoice rules.
Does Perfex CRM support GST e-invoicing (IRN)?
Not out of the box. We build a module that registers invoices on the IRP, stores the IRN and signed QR code on the invoice, and handles cancellations. It is required for businesses with turnover above ₹5 crore.
Can Perfex CRM sync with Tally?
Yes. We build integrations that send Perfex invoices, receipts and customers to Tally Prime as vouchers and ledgers, so accounts stay in Tally without double entry.
Can customers pay Perfex invoices by UPI?
Yes. We integrate Razorpay, PayU, Cashfree or PhonePe so customers can pay any invoice by UPI, card or netbanking, and payments are recorded automatically.
Do you work with clients across India?
Yes. We are an India-based team working with clients across the country and abroad, remotely over WhatsApp, Google Meet and phone, and we invoice in INR with GST.
We also work with businesses in
Need a Perfex CRM Developer in India?
Tell us what you need Perfex to do. We'll reply within 24 hours with an approach and a quote.