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
Upload the module ZIP file via Perfex CRM → Modules → Upload Module
Activate Perfex India Suite
Configure GST settings
Connect Tally integration
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.
https://perfexcrm.shop/module/perfex-india-suite-gst-tally-e-way-bill-integration-for-perfex-crm/
