#Perfex crm custom module

[codexnation]

Perfex CRM is more than just a CRM system; it’s a platform that can be tailored to your unique business needs. Whether you’re looking to adapt it to your workflow, reflect your brand, or add specific functionality, Perfex CRM customization and module development provide the flexibility you need.

[juliedsouza]

Automate Your Business Process With Perfex CRM Development

Perfex CRM is a customer relationship management Software that can help businesses manage their sales, customer interactions, and internal workflows. A Perfex CRM development company delivers Perfex CRM development services. With Perfex CRM development, you can automate your business processes and streamline your operations to save time and increase efficiency.

Here are some ways in which Perfex CRM development can help automate your business process:

Customized Workflow Automation: Perfex CRM allows you to automate your business workflows by creating customized triggers and actions. You can automate tasks such as sending emails, creating invoices, and generating reports based on specific events and conditions. This will save you time and eliminate the need for manual data entry.

Third-Party Integrations: Perfex CRM can be integrated with a variety of third-party applications, such as payment gateways, social media platforms, and email marketing services. Integrating these tools with your CRM will help automate your business processes, such as lead generation and payment processing.

Customer Self-Service Portal: According to experts at a legit Perfex CRM development company, Perfex CRM development allows you to create a customer self-service portal that can handle common customer requests, such as ticket creation and tracking, without the need for human intervention.

Reporting and Analytics: Perfex CRM has a robust reporting and analytics module that can provide valuable insights into your business processes. You can use this module to track sales performance, measure customer satisfaction, and identify areas for improvement. This will help you make data-driven decisions and optimize your business processes.

Mobile App Development: Perfex CRM development can also help you create a mobile app for your CRM, which will allow your team to access customer data and perform tasks on the go. This can help improve productivity and reduce response times.

In summary, Perfex CRM development can help automate your business processes and streamline your operations, saving you time and increasing efficiency. With the right customization and integrations, you can create a CRM system that is tailored to your business needs and helps you achieve your goals. However, As a trustworthy Perfex CRM development company, we deliver top-notch Perfex CRM development services for your venture.

[doofile]

Advanced Status Manager module for Perfex CRM will boost your productivity with lots of awesome features. With tAdvanced Status Manager plugin you will no longer need to edit Perfex CRM source code in order to create, edit, or delete custom tasks statuses or project statuses. With Advanced Status Manager module, you will get full control over them...

[iperfexcrm]

Iperfex CRM

My name is Joe Root, and I’m a famous blogger on the latest technology products in the United States. I’ve to Write Blogs  For CRM Technology for over 5 years. Iperfexcrm.com is a leading and well-known brand in the world that Provides CRM Related Services like Free Consultancy, Custom CRM Development, Integrations, CRM Training, Perfex CRM Modules, etc., used in Government, Healthcare, Retail, and Banking Industries.

[icoresoftwaretechnologies]

Perfex CRM Customization

We Employ the Most Advanced Quality Standards for Perfex CRM Development and Customizing. More than eleven years of expertise with Web Design and Development. Our team has been involved with Perfex CRM’s complex modification and module development

Looking For a Perfex CRM Customization Services?

We’ve assisted with complex modifications and the creation of modules several times. We can assist in the fix of bugs for the core, and Modules that are designed entirely from scratch. Then, we create a completely new concept. This is among the top effective software systems that can be used by small and large companies. It's low-cost and safe. It's flexible enough to accommodate the expansion of a small business. Our implementations are backed by a wealth of experience in its implementation and the ability to customize.

Visit Us: https://www.icore.net.in/perfex-crm-customization/

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Perfex E-shop Module - Sell Products & Services with POS support and Inventory Management - Ecommerce Bests

Perfex E-shop Module – Sell Products & Services with POS support and Inventory Management – Ecommerce Bests

Note: This is a module for Perfex CRM. Brief description Perfex Shop module enables the ability to sell your own Products or Services, through Customers Area, along with a Powerful Reporting and Inventory Management. Create a product in seconds: Point Of Sale functionality is also included: Users will be able to add your Products or Services to their Cart and an invoice will be generated for…

[nulledpack]

Custom SMS & Email Notifications for Perfex CRM v2.3.0

Custom SMS & Email Notifications for Perfex CRM v2.3.0

Important Notes: You can Free Download connects underneath. We share documents under the terms of GPL (GNU General Public License) that gives premium subjects, modules and php contents for testing reason as it were. We advance WordPress and bloggers website composition and contents to the clients all around with the goal that you can check it before purchasing any subject/module/content from the…

[codexnation]

In this article, we will explore the world of Perfex CRM customization and development, including the role of Codexnation and the significance of custom modules.

[t-baba]

12 Best CRM & Project Management PHP Scripts (+ 3 Free)

Do you want your customers to have confidence in you? Do you want to keep them happy and coming back?

The good news is that with PHP CRM and project management scripts, you can build effortless relationships with your customers. 

A business cannot survive without CRM and project management software—you need it to manage customer contacts, track leads, and manage your projects and finances. A CRM system can help you streamline your business systems and have all your customer details in one place.

What Are PHP CRM Scripts?

CRM (customer relationship management) software is a tool that helps automate and manage the relationship between your customers and the sales and marketing department. It serves to consolidate every aspect of the relationship with customers, hence improving performance and increasing productivity.

One of the biggest challenges that a business owner faces is managing their multiple projects and tasks. Also, they have to track client and staff activities, plan upcoming events, and a lot more.

Luckily, this doesn't have to be complicated. CodeCanyon offers hundreds of CRM and project management PHP scripts, which can help simplify this process.

Best CRM and Project Management PHP Scripts on CodeCanyon in 2020

Here are some of the best-selling PHP CRM scripts and PHP project management scripts on CodeCanyon for 2020.

At CodeCanyon, you will find the right CRM software for freelancers, as well as any business that requires this type of software. Some of the features of these CRM and project management software packages include: 

proposals and invoices 

expense tracking

receiving payments with just one click

chat systems for communicating with staff and clients 

reports

payment systems

A good CRM system will allow you to:

know every customer's name, contact info, interests, and even address

see what products and services a client is interested in based on their inquiries, searches, or purchases

prioritize business leads

automate repetitive processes

These features will help you build confidence in your customers, keeping them happy and coming back. The payoffs are enormous. 

9 Best CRM and Project Management Scripts on CodeCanyon

Let's look at some of the trending CRM and project management scripts available at CodeCanyon.

Best Selling: Perfex: Powerful Open Source CRM

Perfex is the perfect solution to organize tasks and send out invoices, all from one place. One of the outstanding features of this CRM is that you can set up an auto backup of your database each X days to prevent data loss, and you also get encryption for your data.

Some of the best features of Perfex include:

built-in calendar where you can view tasks, contracts, and invoices in one place

full-featured customer area

project proposal creation tool 

goal tracking and reporting all in one place

lead management tool

reporting, invoicing system, and electronic signatures

ticketing system

payment systems such as PayPal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money, Braintree, etc.

Let's take a look at some of the screens from the dashboard. On this screen from the reports panel of the dashboard, you can see a detailed lead report that shows weekly conversions and where the leads came from. 

And here is a look at the projects dashboard, which shows which projects are open, in progress, on hold, or finished. 

Try the live demo of this best-selling powerful CRM software.  

Freelance Cockpit 3: Project Management and CRM

Freelance Cockpit 3 is a simple CRM script that allows you to stay organized so that you have the time to focus on getting work done. Freelance Cockpit provides a lot of features such as:

messaging platform

invoicing

supports ticketing for clients

Gantt charts for every project

dedicated client portal where clients can view the status of their projects and invoices

calendar that supports Google integration

email notifications

payment methods such as PayPal and Stripe

ability to assign different states for projects (On Hold, Not Started, Started, or Ended)

Ekushey Project Manager CRM

Ekushey is a powerful PHP customer management system and project management system. This PHP CRM script allows you to manage projects, team tasks, and client communication in a single place, in a convenient way. 

clients can view the status of their projects, make payments, and get developer support

staff will manage assigned projects 

perform assigned tasks and provide client support

Some of the notable features of this tool include:

informative dashboard which shows your business summary, including an event calendar, as well as financial analysis 

utility sidebar where you can note down and manage emergency to-dos

client and staff manager

project progress system and project discussion wall

internal messaging and private notes 

per-project payment reports

RISE: Ultimate Project Manager

Rise is a multipurpose software package which can cater to all types of organizations. You can use it to manage projects, tasks, clients, invoices, teams, support tickets, or estimates. If you are looking to stay organized while managing your business, this is the right tool for you. It includes all the essential tools to manage your business and stay organized.

Features include:

online payment where you can send invoices and get payments

project activity logs allow you to check the activities of your team, clients, and members

track expenses, and view graphical reports

ability to enable or disable modules to fit your business

a chat feature where you can chat with your clients and team members

multiple languages support

Ora School Suite: Ultimate School Management System

Managing a school is a Herculean project, with many staff and continuously changing students. Luckily, there is the Ora School Suite. Ora is school management at your fingertips, 24/7 on the web and mobile devices. Everything to do with managing a school is included.

From the dashboard, you can manage:

employees, teachers, and students 

schedules, including calendars of events and vacations 

chat with students, parents, or potential customers

sending SMS notifications

invoices and payments 

Just take a look at some of the screens from the dashboard. On this screen, you can see the invoice panel of the dashboard, with other panels showing news and messages to be answered

And here is a look at the inquiries dashboard, which lets you manage and respond to any incoming leads or questions.

Give it a try for yourself in the live demo!

Ultimate Project Manager CRM Pro

If you need a comprehensive, all-in-one solution that brings together CRM, human resources management, and project management, Ultimate Project Manager CRM Pro is the best choice. 

Project components include:

proposals

estimates

expenses

time tracking

invoicing

project reporting 

Human resources management components include:

recruitment

payroll

salary template

leave management

All this comes with a complete client management package!

Other great features include a powerful file manager and a knowledge base section where you can curate articles that are useful to your clients. 

It also supports eight different payment gateways, including PayPal, Stripe, Authorize, Mollie, Braintree, CCAvenue, and more.

WORKSUITE Project Management System

WORKSUITE can be accessed on a laptop, mobile, or tablet. Its responsive design ensures clear data visibility on all types of devices.

Some features of this system include:

teams and departments can share knowledge and keep organized

real-time messaging helps team members to communicate

reports to analyze what's working and what's not

integrated with Slack, Google Drive, Dropbox, AWS, and PayPal 

can be accessed on laptop, mobile, or tablet

TITAN Project Management System

TITAN has many powerful features designed to allow you to manage unlimited projects, teams of users, essential tasks, and so much more.

Some features of this leaning project management PHP script include:

live chat with your team

assign tasks for individual team members and receive alerts when tasks are complete

plan the progression of your project 

use templates to set up recurring invoices and invoices for one-off payments  

ticket system where clients can request customer support 

Converting leads to clients has never been easier since Titan lets you build custom forms to send to clients and receive valuable feedback. Their responses are then stored in the Titan Project Management System! 

Ciuis CRM

Ciuis CRM is a simple CRM tool that allows you to create projects as well as proposals. When it comes to invoicing, Ciuis CRM will enable you to invoice your projects by working hours. It also allows you to track your payments and it features a simple design that makes it super easy to use.

Other features include:

reports to keep track of your financial situation

voice notification

fully responsive design and mobile-friendly interface

ability to create and track expenses

reports for invoices, customers, support and sales

create and share invoices by email

Free CRM & Project Management WordPress Plugins

Premium CRM and project management PHP scripts are more advanced in terms of features and performance. However, I have put together a collection of free WordPress CRM and project management plugins that can be of help if you are not yet sure or are on a budget.

WP-CRM Customer Relations Management for WordPress

WP-CRM allows you to organize and manage your users using custom attributes and filters, as well as keeping track of correspondence. This free PHP customer management system can effectively manage all parties in your business.

Features include:

ability to export users via CSV

excellent user organization

invoice integration

multiple add-ons to enhance functionality

dynamic charts 

Zero BS WordPress CRM

Zero BS Wordpress CRM is a simple CRM perfect for ecommerce sites, agencies, freelancers, and small businesses. In addition, Zero BS is adaptable and extendible to other kinds of groups.

WP ERP

WP ERP is the first full-fledged Enterprise Resource Planning (ERP) system through which you can manage your WordPress site and business from a single platform. It provides three core modules: HR, CRM, and Accounting.

Features of the CRM module include:

contacts with life stages and contact groups

filter contacts

schedule calls meetings and directly

make notes for each customer

activity logs

CRM activity reports such as customers and business growth

The Best PHP Scripts on CodeCanyon

Explore thousands of the best and most useful PHP scripts ever created on CodeCanyon. With a low-cost one-time payment, you can purchase one of these high-quality WordPress themes and improve your website experience for you and your visitors.

If you want to learn more about the best-selling and up-and-coming PHP scripts available on CodeCanyon for 2020 check out the following articles: 

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18 Best Contact Form PHP Scripts for 2020

Monty Shokeen

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Comparing the 5 Best PHP Form Builders (And 4 Free Scripts)

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Create Beautiful Forms With PHP Form Builder

Ashraff Hathibelagal

by Franc Lucas via Envato Tuts+ Code https://ift.tt/30eCZPJ

[scriptnews]

WooCommerce Module for Perfex CRM

WooCommerce Module for Perfex CRM

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LIVE PREVIEWBUY FOR $29

Note: This is a module for Perfex CRM. Not a standalone script. Perfex CRM that can be purchased here

Brief description

WooCommerce module for Perfex CRM, is a module that enables you to view and manage your WooCommerce store from Perfex CRM.

You’ll be able to :

View/Manage Orders

View/Manage Products

View/Manage Customers

Add woocommerce Customer to perfex in…

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Subscription as Products for Perfex CRM

Subscription as Products for Perfex CRM

Live Preview Buy Now Screenshots   

Author: Techy4mPrice: $29

Note:   This is a  module   for Perfex CRM. Not a standalone script. Perfex CRM that can be purchased   here Brief description

This module that allows you to offer stripe subscription plans as products to customers. Customer will be able to order a subscription without staff manually creating a subscription from the admin…

[php-sp]

Perfex CRM Chat

New Post has been published on https://intramate.com/php-scripts/perfex-crm-chat/

Perfex CRM Chat

LIVE PREVIEWGet it now for only $29

NOTE: This is not a standalone chat, the chat requires Perfex CRM application installed, this is a module for Perfex CRM.

Perfex CRM Chat a real time experience add on for Perfex CRM build in PHP, JavaScript and jQuery and uses Pusher API for communication and collaboration between staff colleagues and clients starting from version 1.3.5. The module uses Websockets request and not HTTP requests that slows down the server. Specially developed for the employees and clients of Perfex CRM so they can connect and converse with each other. Best way to connect and interact with your staff colleagues and connected clients, you can offer communication directly as well as build trust and increase staff loyalty.

Offers options to create chat groups, connect with clients, export conversation, delete conversation and even create tickets form clients conversations.

Quick Intro

Chat Full View

Chat Toggled View

Chat Staff permissions ( Chat Access )

Clients area chat support

Group Chats

Group Members control

Group shared items, files and photos

Global Announcements

HTML5 Live browser push notifications

Live desktop push notifications

100+ Emojies

Videos and mp3 live preview

Clients area support

Shared files history

Shared photos history

Files upload

Live search members

Live search mutual messages

Date sent timestamps

Clients position title

Staff position title

New message notifications

Unread message notifications

Export Conversation

Delete Conversation

Convert conversation to support ticket

Multiple UI Themes (Can be applied separately for each user)

Toggled chat gradient and solid colors support (Can be applied separately for each user)

Current online members indicator / staff and clients

Option to show only users with chat permission in chat view

Enable / Disable clients area chat support

Allow staff to create groups

Allow staff to delete own messages

Allow staff to convert conversation to support tickets

Last message recieved timestamp

Fully mobile responsive

All code and items are completly wrapped and ready that provides the client fast install / upgrade 60 seconds and start chatting

Smooth UI design and speed for better UX

Available languages: English, French, German and Portuguese

Chat full view Dark Theme

Chat full view Light Theme

Clients area chat support (Option to disable)

Share links use +100 emojies, upload files

Create Chat Announcements and Chat Groups

Shared photos and files History

Live preview

Convert messages to ticket

Super simple and fast ticket conversion

Connect with your clients

Draggable / Toggleable chat with state remembered

Live search mesages history

Permissions, Admin and Clients multiple Options

Small toggled Chat window

Chat with multiple members at once

Current available languages

English

German

French

Portuguese Brazil

Anyone can contribute for languages if wants, just contact us via Envato support or at support@idevalex.com

This fully responsive chat module works well with any device, any browser.

No coding needed! Just 1-3 minutes to install.

Other modules by i-Dev

Perfex Appointments Module

Perfex Office Theme

Perfex Light Theme

Perfex Dark Theme

Custom JS Module

Demo

Perfex CRM Chat Demo

User 1: Login: admin@test.com Password: 123123

User 2: Login: staff1@test.com Password: 123123

User 3: Login: staff2@test.com Password: 123123

Clients Clients login at https://perfex-chat-module.idevalex.com/authentication/login

Client: Login: client@test.com Password: 123123

Client 1: Login: client1@test.com Password: 123123

Change log

[ IMPORTANT: AFTER UPDATE CLEAR YOUR BROWSER CACHE ]

Change log – Version 1.4.0 updated 08.02.2020

New: User Chat module Permissions (Grant Access), staff permissions to access chat by default no permissions are granted

New: Admins can choose if in chat view will be shown only staff members with chat permissions or all staff members

New: Added option to convert chat conversation to support ticket.(Only 48 past hours messages can be converted)

New: From clients area Clients on hover over staff will be able to see the staff position title.

New: Added when viewing the chat screen as a staff member now clients have included title positions.

New: Added when viewing the chat screen as a staff member now staff have included title positions.

New: Added option to export chat conversations (CSV)

New: Added option to delete chat conversation (option to export to CSV defore deletion , available only for Admins)

New: User roles will be shown in chat admin and clients area

New: Online Contacts are shown in sidebar menu

New: New messages notifications shown in sidebar menu with ability to click and redirect to clients

Feature: When new ticket is created live notifications are send to corresponding Departments and its members

Improved: Staff members and clients fetching and rendering speed.

Improved: Improved notifications received and sent.

Improved: Chat messages search ability.

Improved: Improved date / time last message received or sent.

Improved: Added new visual date / time middle stamps indicators in Staff, Clients and Groups

Improved: UI, UX

Fixed: Issue with client unread messages.

Fixed: Languages missing labels.

Misc: Minor code fixes JS/CSS.

Change log – Version 1.3.7 updated 13.11.2019

Added: Load more customers button with condition 20 or more customers. (this option is users who have lots of clients and contacts)

Added: Live Ajax search for clients.

Added: Live Ajax messages search for staff and clients.

Added: Option to toggle online contacts.

Updated: Clients and staff new and unread notifications functionality updated and improved.

Improved: Some images was not rendering(preview) correctly.

Fixed: Issue with groups list and scroll on mobile.

General: Minor CSS / JS fixes and improvements.

Change log – Version 1.3.6 updated 24.10.2019

Minor bug fixes applied.

Change log – Version 1.3.5 updated 23.10.2019

New Feature: Clients chat, now admins and staff will be able to interact with clients and backwards, added option to enable / disable clients feature.

Improved: French language updated.

General: Bug fixes and module improvements.

New: Added CSS and JavaScript versioning.

Change log – Version 1.3.3 updated 09.09.2019

Added new option: Admins can allow / disalow staff members to create groups

Added new option: Sound notifications in full browser chat with option to enable / disable for each staff member

Improved: Unread messages and notifications

Improvements (CSS UI & UX Design / JavaScript / Some code refactored for better performance and speed)

Change log – Version 1.3.2 updated 04.09.2019

Added new language: German

Fixed:Gear icon fixed upon chat is in toggled circle view

Fixed:During update database migration gap if no database updates, now working properly

Change log – Version 1.3.1 updated 01.09.2019

Added new feature: Toggled small chat now can have gradient backgrounds applied.

Added new language: French

Removed: Group name validation, everyone should be able to create group with group name per their needs.

Improvements: UI, UX Changes

Change log – Version 1.3.0 Major Update updated 27.08.2019

Added new feature: GROUP CHAT (Admins have full privileges over all groups)

Added new feature: Group chat Shared history files

Added new feature: Group chat Messages history

Added new feature: Group chat messages notification pointer

Added new feature: Members can rejoin groups and all messages will be shown again, if group is deleted all data + shared items is deleted for all group members

Added new language chat language: Brazilian Portuguese

Added new feature: Desktop messages / group messages notifications, option to enable / disable this feature, option is disabled by default

Changed: CSS Improvements

Improved: Compatibility with Perfex Light Theme and Perfex Dark Theme

Improved: Requests speed, loading speed

Fixed: Main toggle chat was not showing in project -> milestones grid view

Change log – Version 1.2.6 updated 23.07.2019

New: Announcements feature, now admins can send announcements message to all staff or selected staff members.

New: Online members now show in sidebar menu when using the full browser chat window

Improved: Messages loader now synchronized with messages

Fix: RTL on mobile devices improved

Change log – Version 1.2.5 updated 11.07.2019

New: Toggle chat to small chat circle for better buttons overview and user experience.

Fixed: Minor fix with SQL limit and offset, when loading messages, now fixed and also improved loading speed.

Change log – Version 1.2.4 updated 07.07.2019

New: RTL Support

New: RTL Support also available with Perfex CRM Admin Light Theme

Change log – Version 1.2.3 updated 03.07.2019

Minor fixes

Improved: Upload file validation

UX: Small css fixes

Change log – Version 1.2.2 updated 01.07.2019

Added: New feature direct live preview for for youtube, vimeo and all types of videos, links, mp3, files, pdf..etc in main chat window.

Added: When user come online notification also is shown in contacts sidebar.

Changed: Small chat scrollbar styling.

Changed: Small theme appearance and improved styling for better UX.

Fixed: Added uploading indicator when uploading files.

Adjusted: Chat settings permissions for employee members.

Improved: Replaced light box .

Change log – Version 1.2.1 updated 16.06.2019

Added new feature: Shared files/photos history.

New shortcut: Ctrl + Alt + F > Toggle shared files side bar

Added new theme: Dark Chat heme. Every user will be able to choose default chat theme.

Changed: Now small chat wont be shown on mobile because full browser chat now is mobile responsive

Changed: Inactive staff members won’t be shown in chat unless activated again.

Improved: Chat mobile height now show properly, also added more media queries for better UX

Fixed: Unread messages bug when typing with online active contact.

Fixed: Issue with messages popup in sidebar with online active contacts.

Change log – Version 1.2.0

Added new feature: Browser full chat view

Added new feature: Mobile browser responsive chat

Added event feature: Internet connection tracking

Added new feature: From small chat click navigate to member in full browser chat

Added new feature: Connection online/offline tracking

Changes: UI Changes and code refactor in window small chat view.

Improved: Message history increased loading speed by 50%.

UI: Browser full view chat added keyboard shortcuts: Ctrl+Alt+Z -> Scroll Down, Ctrl+Alt+S -> Search Contacts

Fixed: Delete message button

Change log – Version 1.1.3

Improved: Speed 50% faster loading chat and messages.

Added new feature: Draggable main chat window.

Added new feature: Opened chats positions will be remembered upon browser refresh.

Added new feature: Option to delete own messages (Admins have full permissions).

Added new feature: After main chat window is dragged, position is remembered after browser reload.

Added new feature: Remembers if main chat window minimized or not after browser reload.

Refactored: Removed Enable Pusher Chat from Pusher.com tab in Settings. Now option is located in Setting->Chat Settings tab. Added new option to enable/disable staff permissions to delete own messages.

Changed UI: Chat styling.

Fixed: First message sometimes appears twice.

Fixed: Friend link was appearing light when chat color is set to brighter light color.

Fixed: Word break not showing correctly.

Change log – Version 1.1.2

Small fix, typo in code.

Change log – Version 1.1.1

Refactored chat settings table.

Added new feature Lightbox picture preview.

Fixed emojis not loading properly.

Fixed various css issues with Perfex CRM.

Fixed message history scrolling and improved loading speed.

Change log – Version 1.1.0

Added new feature emojis.

Improved chat loading performance/speed.

Fixed links not showing properly.

LIVE PREVIEWGet it now for only $29

[codexnation]

In this guide, we will explore the process of building a CRM system from the ground up, highlighting the importance of customization, module development, and the role of CRM in SaaS startups, with a particular focus on Perfex CRM.