Blog
Tutorials, guides and news around Perfex CRM modules.
Bug Tracker for Perfex CRM: public issue boards, Kanban and a customer portal
Bug Tracker gives every product a public, shareable issue board. Your team triages bugs with Kanban and list views straight from Perfex CRM – with a custom taxonomy, bulk actions and deep integration.
Customize Perfex PDF Templates with PDF Customizer Elements
Design Perfex invoices, estimates and credit notes by drag-and-drop – with a logo, 16 themes, table styling and a scan-to-pay GiroCode QR – no code, with a live preview.
Mailbox Pro: Webmail Client for Perfex CRM – Manage Email Inside Your CRM
Mailbox Pro brings a full webmail client into Perfex CRM: IMAP/SMTP and OAuth2, a unified inbox, CRM context beside every mail, shared team inboxes, rules, undo send and tracking — with no php-imap extension.
REST API for Perfex CRM: integrate & automate with REST API Pro
Perfex's stock API holding you back? REST API Pro adds 30 resources with full CRUD, scoped API keys, 57-event webhooks and OpenAPI docs – integrate and automate Perfex the clean way.
Secure File Sharing in Perfex CRM: File Sharing Pro Explained
Dropbox-class file sharing inside your CRM: File Sharing Pro adds a real file explorer, share links with expiry and passwords, a client portal and a full access log to Perfex – no external tools required.
Landing Page Builder for Perfex CRM: Build Landing Pages and Capture Leads
An Elementor-class drag-and-drop page builder right inside Perfex CRM: build and publish landing pages without code, with forms that write leads, tickets and appointments straight into the CRM.
20% New Customer Discount: Start Into Perfex Modules for Less with WELCOME20
New to our store? Use code WELCOME20 for 20% off your first order — valid for all modules, with no minimum order value. Here is how it works.
Extending Perfex CRM: the Most Important Module Categories at a Glance
Invoicing, sales, support, projects and more – what each Perfex module category is good for.
Buying Perfex CRM Modules: How to Choose the Right One
Where to get Perfex modules and what to look for in licensing, updates, support, invoicing and security.