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.
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.