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Perfex - Powerful Open Source CRM + ADDONS v3.1.0

   (2 reviews)

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About This File

Perfex CRM is self hosted Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design, Perfex CRM can help you look more professional to your customers and help improve business performance at the same time.

List of Addons and Themes for Perfex:

Account Planning module for Perfex CRM
All-in-one Support module for Perfex
Weboox Convert - Perfex CRM to app Android
Weboox Convert - Perfex CRM to app Windows
REST API for Perfex CRM
Perfex CRM Chat
Call Log module for Perfex CRM
GoCardless Payment Gateway for Perfex CRM
Facebook Leads integration module for Perfex CRM
Assets Management module for Perfex CRM
Appointly - Perfex CRM Appointments
Perfex Shop - Sell your Products with Inventory Management (E-commerce module)
WordFex - Syncronize WordPress with Perfex
Team Password for Perfex CRM
OKRs - Objectives and Key Results for Perfex CRM
Sales Commission Program for Perfex CRM
Custom jаvascript module for Perfex
WhatsApp module for Perfex CRM
HR Records for Perfex CRM
Accounting and Bookkeeping for Perfex CRM
Perfex CRM - Flat admin theme
Shopier Payment Gateway for Perfex CRM
Spreadsheet Online for Perfex CRM
Client App For Perfex CRM
Mercado Pago Payment Gateway for Perfex CRM
Perfex CRM - Flat theme
Perfex CRM Office Theme
Mention and Tag for Perfex CRM
Multi-Page Web to Lead Form Module
Perfex CRM and TelegramBot Chat Module
Perfex CRM - Customer Feedback Module
Perfex CRM Dark Theme
Mailbox - Webmail client for Perfex CRM
Weboox PRO theme for Perfex CRM
Human Resources Management - HR module for Perfex CRM
Mercado Pago Payment Gateway for Perfex CRM
Drag and Drop Perfex CRM Email Builder
Perfex Zoom Meeting Module
Inventory Management for Perfex CRM
Purchase Management for Perfex CRM
Razorpay Payment Gateway for Perfex CRM
Recruitment Management for Perfex CRM
WooCommerce Module for Perfex CRM
Omni Channel Sales for Perfex CRM
Project Roadmap - Advanced Reporting for Perfex CRM Projects
Custom SMS & Email Notifications for Perfex CRM
Custom Task Filters Module for Perfex CRM
Tasks Bookmark module for Perfex CRM


Managing customers is important and Perfex CRM helps in several ways:

  • Manage and invoice projects with the powerful Project Management Feature.
  • Link tasks to many Perfex CRM features and stay organized.
  • Build professional, great looking estimates and invoices.
  • Powerful support system with ability to auto import tickets.
  • Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
  • Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project.
  • Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop.
  • Create good looking proposals for leads or customers and increase sales.
  • Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
  • Know more about your customers with powerful CRM.
  • Increase customer retention via built-in Surveys.
  • Use the Goals Tracking feature to keep sales goals in mind.
  • Create announcements for your staff members and customers.
  • Use Contracts feature to lock in current and future sales.
  • Custom fields can store extra information for customers, leads and more.
  • Receive payments from Paypal and Stripe in different currencies.
  • Tons of configurable options.
  • Style the CRM to your company branding with the powerful theme styling feature.
  • Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
  • Great looking calendar for each staff member based on staff permissions.
  • Follow ups, reports, notes, files and many more features.

What's New in Version v3.1.0   See changelog


  • Add advanced filters for customers
  • Add advanced filters for tasks
  • Add advanced filters for invoices
  • Add advanced filters for estimates
  • Add advanced filters for subscriptions
  • Add advanced filters for proposals
  • Add advanced filters for tickets
  • Add advanced filters for leads
  • Add advanced filters for projects
  • Add advanced filters for expenses
  • Add staff_cant function and deprecate has_permission function
  • Add advanced filters for contracts
  • Add advanced filters for credit notes
  • Add a create form button to estimate the request page
  • Updated: Do not allow editing contract content after signing or marked as signed
  • Updated: Lock contract content with used merge fields after signing or marked as signed
  • Update: Auto disable Pusher in case of invalid configuration
  • Update default charset to utf8mb4 (new installs only)
  • Add ability to save filters
  • Add ability to filter by custom fields
  • Add ability to mark filters as default
  • Add ability to share filters with other team members
  • Add ability to dynamically filter dates e.q. “next month”
  • Add ability to create conditional filters
  • Allow customers to table VAT search
  • Allow modules to register custom filters for supporting tables
  • Remove leads filters in favor of the new filter feature
  • Convert template column content to long text
  • Remove deprecated MySQL functions
  • Apply decimal setting to customer area dashboard
  • Remove hardcoded db prefix in leads import
  • Performance improvements
  • Fix pagebreak adding extra <p> tags to editors
  • Fix the calendar shown in English in the client area
  • Fix invoice items table
  • Fix bug with login in after importing customer without password
  • Fix custom field related to customer result not showing customer name
  • Fix undefined variable $ci error in the Tasks controller
  • Fix the sidebar toggle on a tablet
  • More hooks added
  • Minor fixes
  • Like 9
  • Love 3

User Feedback

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Khalid ibn al-Walid

   1 of 1 member found this review helpful 1 / 1 member

I will request you take a look at CRM file. Down for maintainance. Good luck!


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preetha v


perfex crm create add team wise staff members added module urgent requirement most awaited module

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