Domain Manager for Perfex CRM – Manage and Track Your Domains Efficiently v1.0.1

Domain Manager is a powerful Perfex CRM module designed to help businesses, agencies, and freelancers efficiently track, manage, and organize domain names within their CRM. It allows users to associate domains with clients and projects, monitor expiration dates, and manage DNS hosting & registration statuses—all from a single, intuitive interface.

Key Features:​

1. Add & Edit Domains
   
   Easily store domain details like name, registrar, purchase date, and expiry date.
2. Status Tracking
   
   Categorize domains as Active, Expiring Soon, Expired, or Pending.
3. Link Domains to Clients & Projects
   
   Assign domains to specific clients or projects within Rise CRM.
4. Custom Notes & Descriptions
   
   Store additional details for easy reference.

Requirements:​

• Perfex CRM (v3.x or higher).

Demo URL and Credentials:​

Explore the module with our live demo:

• Demo URL: Demo
• Login:
  • Email: admin@example.com
  • Password: 123456

Installation Guide:​

1. Log in to PerFex CRM as an administrator.
2. Navigate to Setup > Modules.
3. Select the extracted upload.zip at Module installation selection prompt and press Install.
4. You’re all set!