End-to-End SEO Outreach Module for Perfex CRM
Custom Link-Building Automation · Client Portal · Google Sheets Sync · Payment Gateway
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Our client—an established SEO outreach agency—needed a centralized and automated system to manage link-building operations inside Perfex CRM. Their previous workflow relied heavily on spreadsheets, scattered communication, and several external tools, resulting in slow production cycles and inconsistent tracking.
We built a fully customized SEO Outreach Module with a brand-new client UI, service packages, detailed order flows, automated status management, and seamless syncing with Google Sheets. From package browsing to purchasing, tracking, reporting, and fulfillment—every step now happens directly inside Perfex CRM.
Project Details
The Challenge
The agency needed a unified operational system to handle their complete SEO outreach cycle—package sales, link placements, guest posts, client purchases, payments, and tracking. Perfex CRM lacked a built-in SEO-oriented workflow, forcing the team to rely on spreadsheets, email trails, and external dashboards.
- No link-building or guest-post order workflow inside CRM
- Manual status tracking in spreadsheets
- No automated reporting or Google Sheets sync
- No branded client-side experience for purchasing services
Core Workflow Limitations
Our goal was to build an automation layer directly inside Perfex CRM to eliminate manual processes and create a structured, trackable, profitable SEO operations system.
Our Solution
We designed and developed a complete SEO Outreach Module tailored to the client's workflow. It centralizes link-building packages, streamlines orders, automates invoicing, integrates payments, and syncs activity with Google Sheets for real-time reporting.
Fully Integrated SEO Outreach Workflow
The module seamlessly connects all SEO services—packages, guest posts, link insertions, and ultra-high-quality link orders—into a unified CRM experience. Teams no longer switch between tools, and clients get a smooth purchasing experience right inside the client portal.
Every order is trackable, automated, and synced with Sheets, creating a transparent, performance-driven workflow.
Link-Building Package Sales
Clients can browse and purchase curated link-building packages directly from their portal.
Guest Post Orders
Structured order flow for anchor, URL, publisher type, and niche-based submissions.
Link Insertion Requests
Easy workflow to submit insertion links, content, and placement preferences.
Ultra High-Authority Links
Dedicated category for premium placements across top-tier publishers.
Google Sheets Sync
Orders auto-sync to Google Sheets for real-time agency reporting.
Integrated Payments
Link packages and services can be purchased instantly through PG integration.
Project Gallery
A visual walkthrough of the SEO Outreach Module, showing link-building workflows, order screens, admin dashboards, client-facing UI and performance reporting components.
