Description

Perfex India Suite – GST, Tally & E-Way Bill Integration for Perfex CRM

Perfex India Suite is a powerful module designed specifically for Indian businesses using Perfex CRM. It brings essential India-specific compliance and accounting features into one unified solution.

This module enables GST reporting, Tally integration, and E-Way Bill generation directly from Perfex CRM, helping businesses streamline accounting, taxation, and logistics workflows without switching between multiple systems.

Whether you are a trader, logistics company, agency, or SaaS provider, Perfex India Suite helps you maintain compliance with Indian tax regulations while improving operational efficiency.

🚀 Key Features

📊 GST Reporting & Compliance

Manage GST-related data and generate reports directly from Perfex CRM.

Features include:

• GSTIN management for clients

• Automatic GST calculation

• GST-ready invoices

• GST sales and purchase reports

• Export reports for filing

Supports:

• CGST

• SGST

• IGST

• GST invoice formats

💼 Tally Integration

Seamlessly connect Perfex CRM with Tally ERP for smooth accounting operations.

Features include:

• Export invoices to Tally

• Sync customer data

• Sync ledger entries

• Automated accounting workflow

• Reduce manual data entry

This integration helps accountants and finance teams keep CRM and accounting systems synchronized.

🚚 E-Way Bill Generation

Generate E-Way Bills directly from invoices or shipments in Perfex CRM.

Capabilities include:

• Automatic E-Way Bill creation

• Transport details management

• Invoice-based E-Way Bill generation

• Export and track E-Way Bill details

• Logistics compliance support

Perfect for transporters, distributors, and logistics businesses.

⚙️ Additional Features

✔ India-specific invoice format
✔ GSTIN field for clients and companies
✔ Automatic tax calculations
✔ Export reports for accounting teams
✔ Easy module configuration
✔ Clean integration with Perfex CRM core system
✔ Developer-friendly architecture

🎯 Who Should Use This Module?

Perfex India Suite is ideal for:

• Indian businesses using Perfex CRM

• Trading companies

• Logistics & transport companies

• Accounting firms

• SaaS providers offering CRM solutions

• Agencies managing invoicing and compliance

📦 Installation

1. Upload the module ZIP file via Perfex CRM → Modules → Upload Module

2. Activate Perfex India Suite

3. Configure GST settings

4. Connect Tally integration

5. Start generating GST reports and E-Way Bills

🧩 Requirements

• Perfex CRM v3.x or later

• PHP 7.4+

• MySQL 5.7+

• Active GST registration (for GST features)

• Tally ERP access (for Tally integration)

🔧 Use Cases

✔ Generate GST-ready invoices
✔ Export invoices to Tally automatically
✔ Create E-Way Bills for transport shipments
✔ Maintain tax compliance in India
✔ Reduce accounting workload

💡 Why Choose Perfex India Suite?

Most CRM systems lack India-specific compliance tools. Perfex India Suite bridges this gap by providing GST, accounting, and logistics tools in one module, making Perfex CRM truly ready for Indian businesses.

🛠 Support

If you need:

• Custom development

• Advanced integrations

• Installation support

Our team is ready to help.