Perfex – Powerful Open Source CRM 2.8.4

Name: Perfex – Powerful Open Source CRM 2.8.4
SKU: 352
Price: 4.25 USD
Availability: InStock

SKU: 352

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Product details

Version on file: 2.8.4
Marketplace: Codecanyon
Type: Plugin
Released: September 8, 2019
License: GPL
Live demo: View the developer's demo

About Perfex – Powerful Open Source CRM 2.8.4

Perfex CRM is a standalone web application, written in PHP and sold on CodeCanyon, that small agencies and service businesses install on their own hosting. It covers the day-to-day business side: leads and customers, projects and tasks, estimates, proposals and invoices, expenses, contracts and a support ticket desk, with a portal where clients can log in to see their own invoices, projects and tickets.

Despite older listings that call it a WordPress plugin, it is not one. It has its own installer, database and login, and it doesn't go into the WordPress Plugins screen. You can run it beside a WordPress site, for example on a subdomain, but the two stay separate. The file on record is version 2.8.4 and dates from September 2020, so test it on your current PHP setup before moving real customer data into it.

Requirements

PHP web hosting with a MySQL database (check the documentation in the package for exact versions)
Ability to add a cron job on the server

Key features

Leads and customers: Track leads through statuses, convert them to customers and keep contacts, notes and files per client.
Projects and tasks: Run projects with tasks, assignees, milestones and time tracking that can feed into invoices.
Estimates, proposals and invoices: Create estimates and proposals, turn them into invoices, and set up recurring invoices and payment reminders.
Online payments: Clients can pay invoices online through the payment gateways you enable in the settings.
Support tickets and knowledge base: Handle client requests in a ticket system and publish help articles in a knowledge base.
Client portal: Customers log in to view invoices, estimates, contracts, projects and tickets that belong to them.
Staff roles and permissions: Give staff members roles that control which modules and records they can see and edit.

Is it right for you?

A good fit for

Agencies and freelancers who want one self-hosted system for clients, projects and billing
Service businesses that prefer to own their CRM data on their own server

Look elsewhere if

Anyone looking for a CRM that installs as a WordPress plugin
Users who don't want to manage a PHP application, database, cron job and backups themselves

How to install Perfex – Powerful Open Source CRM 2.8.4

Notes for this product

This is a standalone app, not a WordPress plugin. Upload it to its own folder or subdomain, not into wp-content.
Perfex relies on a cron job for reminders, recurring invoices and email fetching; set it up right after installing.

Setup: using Perfex – Powerful Open Source CRM 2.8.4

Create a database. In your hosting panel, create an empty MySQL database and a user with full rights on it.
Upload the files. Upload the application files to the domain, subdomain or folder where the CRM will live.
Run the web installer. Open the site in a browser and follow the installer, entering the database details and creating the admin account.
Add the cron job. Add the cron command shown in the CRM's settings to your server so scheduled tasks run.
Configure company and email. Enter your company details, invoice settings and SMTP email settings, then send a test email.
Add a client and an invoice. Create a test customer, raise an invoice and check it in the client portal before going live.

Common problems and fixes

Recurring invoices, reminders or scheduled emails never go out

Why it happens: The cron job isn't set up or isn't running.
How to fix it: Add the cron command from the CRM's cron settings to your server and confirm the last run time updates.

Emails from the CRM don't arrive

Why it happens: Mail settings are missing or the host blocks PHP mail.
How to fix it: Enter SMTP details from your email provider in the email settings and use the test email option.

Pages other than the login return 404 errors

Why it happens: URL rewriting isn't working, often because the .htaccess file wasn't uploaded or mod_rewrite is off.
How to fix it: Make sure the .htaccess file from the package is in place and that rewriting is enabled on the server.

Alternatives to Perfex – Powerful Open Source CRM 2.8.4

Product	Choose it if	Price
Freelance Cockpit 3 – Project Management and CRM 3.0.5.1	you mainly need project management and invoicing for freelance work in a smaller self-hosted app.	$4.25
Ultimate Project Manager CRM PRO 1.4.3	you want another self-hosted PHP project manager and CRM to compare feature by feature.	$4.25

Frequently asked questions

Is Perfex CRM a WordPress plugin?

No. It is a standalone PHP application with its own installer and database. It can sit next to a WordPress site, but it doesn't install inside WordPress.

Can I connect it to my WordPress site?

Not directly as a plugin. Most people link to it from the main site or embed its web-to-lead form on a WordPress page.

Can clients pay invoices online?

Yes. It has built-in payment gateways that you enable and configure in the settings, and clients pay from the invoice link or the client portal.

Which version is the file?

The file on record is version 2.8.4, from September 2020. Check the PHP requirements in its documentation and test on your server first.

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