From enquiry to paid invoice — without the copy-paste between stages.
Three IMAP pipes, three CRM endpoints, one preview-before-send checkpoint. Built on Perfex's own AJAX layer — no third-party REST bolt-on.
Most small Indian businesses run sales as a relay of disconnected steps. An enquiry sits in an inbox until someone copies it in. A proposal means hand-driving a form through dozens of clicks — twenty minutes per quote at volume. GST gets keyed by hand, so the same-state vs other-state split is a coin-flip waiting to be wrong on an audit. Then the proposal is retyped as an invoice and the payment is reconciled from memory. Every handoff is a place to lose a lead, mis-tax a sale, or run out of hours.
From setup to second nature.
Lead — captured by IMAP pipes
Two inbound email pipes keep the CRM fed: support replies become tickets; website-form enquiries become leads. An IMAP poller picks each one up every 5 minutes and writes the CRM record, with an owner assigned and the team notified.
Proposal — generated in seconds
QuoteFlow creates the proposal and saves its content through the CRM's own AJAX endpoints in roughly three calls. A plan shorthand expands into the right line items and the correct GST treatment is applied automatically.
Invoice — converted, not retyped
The approved proposal converts straight into an invoice. Line items, quantities and the GST breakdown carry over intact, so the tax matches the quote by construction.
Payment — reconciled to the invoice
The invoice goes out with a payment link; when the customer pays, the receipt is recorded against that invoice automatically and the pipeline closes the loop.
Inside CRM & Sales Automation.
Proposal fast-path (~20 min → ~5 sec)
Driving the form by hand is 40+ UI round-trips; the fast-path does the same work in roughly three calls to the CRM's native AJAX endpoints, with CSRF auto-injected — no token plumbing.
GST handled by location, both ways
Intra-state sales get a split CGST + SGST line; inter-state sales get a single IGST line, selected by customer location — identical on the proposal and the invoice it becomes. (Every billing-first CRM ships this; ours is just an honest baseline.)
Two inbound pipes; IMAP polled every 5 minutes
Support replies route to tickets; web-form enquiries route to leads with an owner and notifications. When the sender is already a customer, a follow-up task is created automatically.
Plan-shorthand line items
A plan name expands into a complete, consistent set of line items — term, documentation charge and any discount — so every quote is built the same way, not from memory.
Preview before send — always
Every proposal is rendered and previewed before a single send fires. The fast-path removes the clicking, not the human checkpoint.
Outbound, decoupled from your mailbox
Outbound mail goes through a dedicated transactional service with its own DKIM and bounce records, so migrating mailbox providers doesn't dent deliverability.
Numbers from running it ourselves.
Every figure here is measured on our own business — customer zero. No external clients, no projected numbers.
- ~20 minutes → ~5 seconds per proposal — 40+ round-trips collapsed to roughly three AJAX calls (internal benchmark, perfex_ajax_endpoints.md, 2026-04).
- GST verified in both directions — split CGST + SGST for same-state, single IGST for inter-state, chosen by location.
- Two inbound pipes confirmed live — support → ticket, leads → lead, each over IMAP polled every 5 minutes.
- A documented, daily-use proposal procedure — parse, reuse-or-create the lead, create via AJAX, personalize, then preview before send.
- Outbound decoupled from mailbox hosting with its own DKIM + bounce DNS.
- Built on the CRM's own endpoints by design — Perfex ships no REST API, so this is automation on stock Perfex, not a fork.
Who actually uses this.
High-volume quoters
Service businesses that send proposals daily and feel every minute of form-clicking. The fast-path turns the slowest part of the day into a few seconds.
Businesses that sell across state lines
Any Indian SMB invoicing both same-state and other-state customers, where CGST + SGST vs IGST is a real audit risk. The split becomes a property of the data.
Teams drowning in inbound
Businesses whose leads and support requests arrive by email and get hand-copied into a CRM. Two inbound pipes capture both, assign ownership and notify the right people.
The stack
- ZeptoMail (outbound). Transactional SMTP over TLS with DKIM and a bounce handler — decoupled from mailbox hosting so deliverability survives migrations.
- Payment gateways. Invoice payment links with auto-receipts. Razorpay and Instamojo are both supported integration paths for the pay step.
- IMAP (inbound). Two pollers — support address → tickets, leads address → leads — with an auto-task when the sender is an existing customer.
Straight answers.
Is this a custom CRM, or our existing one?+
Automation and configuration layered onto Perfex CRM (stock CodeIgniter PHP). We don't fork the CRM — the fast-path rides Perfex's AJAX layer instead of bolting on a third-party REST module. If you already run Perfex, this slots in.
How is GST handled?+
By customer location. Same-state gets a split CGST + SGST line; out-of-state gets a single IGST line. The treatment carries unchanged from proposal into invoice.
Does “in seconds” mean it sends without me checking?+
No. The fast-path removes the clicking, not the human checkpoint. Every proposal is rendered and previewed, and nothing is sent until you confirm.
What does it cost?+
Pricing is scoped per business and shared on a discovery call — we don't publish figures here. The honest part: this exact pipeline runs our own sales operation every day.
Where this honestly stands
In production — customer zero. This is the system that runs our own lead-to-payment pipeline daily. Two honest caveats: it is configuration + automation on stock Perfex (which ships no REST API), not a from-scratch product; and we don't publish rupee pricing — figures are scoped per engagement.
Works with the rest of the platform.
Scope a pilot of CRM & Sales Automation.
Tell us your workflow on a 30-minute call. We'll show you how this runs for us and how it would run for you.
30 minutes · no obligation · we reply within 1 business day