Export Customer Details (KYC Compliance) Module for Perfex CRM

Note:This Module is for Perfex CRM

Brief Description

Export Customer Details (KYC Compliance) ”, this module can be use in Perfex CRM to add extra features for clients management.

  • You can map uploaded client files as KYC and save that details, so you can easily print or download PDF of Client details with their KYC files.
  • This module can be used to map list of services given to client by using Items as a service.

Added advantage:

  • Client Matrix – Generate detailed KYC form of your client & Map service/Item.
  • Manage Your client details linked with custom field.
  • Map KYC documents with client (image upload).
  • Download/Print in pre-define form with your logo, client logo/picture.
  • Set custom heading & font colour to match your logo.
  • Map Client & Service vice a versa.
  • Export Client Services Report.
  • Apply your custom setting to KYC form


It takes only a few seconds to be installed and activated. Documentation is included.

If you have any questions, feel free to raise a support ticket at our support area. Guys from support department will get back to you as soon as possible with a reply.

Keep in mind that absolutely no coding is needed! Just follow the instructions and be able to use ” Export Customer Details” module in minutes.


View Demo

UserName : demo_kyc@demo.com

Password: 123@demo_kyc#345

Change Logs

Version 1.0.2

  • Fixed some Service Report issues.

Version 1.0.1

  • Fixed Design issues.

Live PreviewDownload Now

Leave a Reply

Your email address will not be published. Required fields are marked *

Enter Captcha Here :

You May Also Like
Read More

Password Generator

Secure Password Generator is a fast and easy react script to generate random, and secure passwords for your…
Read More

Hex Breakout (.capx)

Hexa Blocks is a simple and addictive block puzzle game. Fill in a horizontal or vertical grid line,…