Your CRM Data Shouldn’t End at the Browser
Use Data Builder’s REST API to build mobile apps, SaaS products, and internal tools on top of Perfex CRM data. Full CRUD, token management, OpenAPI export for SDK generation.
Production-Grade API Security for Your Perfex CRM
Data Builder provides production-grade API security: 6-stage middleware pipeline, OWASP security headers, HMAC-SHA256 signing, per-table CRUD permissions, PII randomization, and sensitive table protection.
Executive Dashboards That Live Outside Your CRM
Create embeddable executive dashboards, KPI boards, and client-facing reports from Perfex CRM data. Public chart embedding, branded headers, TV-ready displays, and report groups.
Connect Perfex CRM to Zapier, Make.com, and n8n — No Custom Code Required
Automate your Perfex CRM workflows with outbound webhooks, polling triggers, and auth test endpoints. Connect to Zapier, Make.com, and n8n without custom code using Data Builder.
GraphQL for Perfex CRM: Ask Exactly What You Need
Data Builder adds a full GraphQL endpoint to Perfex CRM with auto-generated schemas, mutations, per-column filters, depth limits, and introspection control for production-safe queries.
Turn Your Perfex CRM Into an API-First Platform
Data Builder adds production-grade REST API with full CRUD operations, sparse fieldsets, HATEOAS pagination, GraphQL endpoint, API Explorer sandbox, and Postman/OpenAPI export to Perfex CRM.
Stop Sending Excel Reports. Your CRM Deserves Better.
Excel reports from CRM data cause version chaos, formula errors, and data silos. Replace them with live runtime dashboards, public chart embeds, and shared report links in Perfex CRM.
Build CRM Reports Without Writing a Single Line of SQL
Stop writing SQL for every CRM report. Data Builder lets business teams create cross-module reports visually in Perfex CRM with drag-and-drop fields, auto-joins, templates, and live preview.