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Perfex Setup
Live Demo
Perfex CRM Integration

Overview

Perfex is a powerful open-source CRM that helps businesses manage their customer relationships and sales processes. It provides a range of features including lead management, sales tracking, and customer support. Perfex is designed to be user-friendly and customizable, making it suitable for businesses of all sizes. It offers a range of integrations with other tools and services, allowing businesses to streamline their workflows and improve efficiency.

Tech Stack

  • Frontend:
    • HTML, CSS, JavaScript
    • Tailwind CSS
  • Backend:
    • PHP
    • CodeIgniter
    • MySQL
    • Composer
    • Cron Jobs
  • Hosting:
    • cPanel (Shared Production Server)
    • XAMPP (Local Development Server)

Key Features

  • ✔️ Full installation and setup of Perfex CRM on shared hosting
  • ✔️ Custom configuration of company profile, roles, and user permissions
  • ✔️ Localization settings and email SMTP configuration
  • ✔️ Bug fix: Resolved add_filter() null error in core_hooks_helper.php
  • ✔️ Created a clean development setup with database seeding
  • ✔️ Enabled scheduled tasks via Cron Jobs for automation

Fixes & Customizations

  • ⚙️ Setup SMTP for outgoing emails
  • 🧩 Configured roles, staff, and permission workflows
  • 🌐 Updated language files and custom labels

Demo / Preview

🌐 Live Demo Link

Notes

  • This project is intended for educational and demo purposes only. Please ensure you comply with the Perfex CRM License if using commercially.
  • Some Perfex features are paid and may not be included in this setup.

Credits

Live Demo