Perfex - Powerful Open Source CRM

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kashif

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Perfex - Powerful Open Source CRM - Download Free Perfex - Powerful Open Source CRM 14013737 CodeCanyon

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Download Free Perfex - Powerful Open Source CRM 14013737 CodeCanyon

Perfex CRM is finished Customer Relationship Management programming that is ideal for practically any organization, consultant, or numerous different purposes. With its spotless and present-day plan, Perfex CRM can assist you with looking more expert to your clients and assist with further developing business execution simultaneously.

CRMs need to...

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kashif updated Perfex - Powerful Open Source CRM with a new update entry:

Version 2.9.4

  • Added ability to import expenses
  • Add Khmer compatible PDF fonts
  • Added honeypot spam technique on the register form
  • Added new core module for CSV Export
  • Added ability to CSV export, customers, leads, contacts, payments, expenses
  • Added a new dashboard widget for staff ticket reports.
  • Added option to show/hide company PDF signature on proposal
  • Added ability to link customer-related proposals to project
  • Added proposals tab in customers area project
  • Added...

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kashif updated Perfex - Powerful Open Source CRM with a new update entry:

Perfex v3.0.0 - Powerful Open Source CRM Free

Changelog​

  • New UI for admin area, customers area, and external forms
  • Improved custom fields of type date and number sort when displayed on a table
  • Improved: Make milestone modal static to prevent losing changes
  • Improved: Number to word feature for Indian numbers
  • Added additional contracts filters
  • Add client website merge field
  • Add project proposals to project settings features
  • Add tickets widgets average reply column
  • Ensure payment...

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kashif updated Perfex - Powerful Open Source CRM with a new update entry:

Perfex v3.1.0 - Powerful Open Source CRM + Premium Add-ons Free

Addons:​

Version 3.1.0​

January 4, 2024
  • Add advanced filters for customers
  • Add advanced filters for tasks
  • Add advanced filters for invoices
  • Add advanced filters for estimates
  • Add advanced filters for subscriptions
  • Add advanced filters for proposals
  • Add advanced filters for tickets
  • Add advanced filters for leads
  • Add...

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kashif updated Perfex - Powerful Open Source CRM with a new update entry:

Perfex v3.1.4 - Powerful Open Source CRM + Premium Add-ons Free

Version 3.1.3-3.1.4​

February 18, 2024
  • Add filter by members to the project table
  • Fix company info not displayed
  • Fix project milestones background not applied
  • Fixed cannot open proposal and estimate from pipeline
  • Fix new lines not applied in the timesheet report note
  • Fix auto importing tickets via IMAP not working
  • Fix some dates not properly formatted
  • Fix item description new lines not applied
  • Fix redirect not working on specific...

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kashif updated Perfex - Powerful Open Source CRM with a new update entry:

Perfex v3.1.5- Powerful Open Source CRM Free

Version 3.1.5​

March 18, 2024
  • Updated: TinyMCE to v6
  • Updated: Allow more HTML tags in ticket body content
  • Fix: Quick Create is not working for leads and tasks
  • Fix: Search results for knowledge base articles have incorrect links
  • Fix: Lead activity log shows HTML
  • Fix: Lead email activity tab shows HTML
  • Fix: Leads kanban status color not applied
  • Fix: Registration is not working when Honeypot is enabled
  • Fix: Delete ticket attachment...

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kashif updated Perfex - Powerful Open Source CRM with a new update entry:

Perfex v3.1.6 - Powerful Open Source CRM + Premium Add-ons Free

Version 3.1.6 - April 28, 2024​

  • Add option to auto-convert proposal to invoice after acceptance (customers-related proposals only)
  • Add an option to disallow non-admin staff to edit tickets and replies messages
  • Fix tickets content show HTML
  • Fix modules menu item badge displays HTML
  • Fix the proposal table not sorting by date created
  • Fix detailed expenses report not working
  • Fix admin-related kb articles encoding
  • Fix TinyMCE not working in...

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kashif updated Perfex - Powerful Open Source CRM with a new update entry:

Perfex v3.2.0 - Powerful Open Source CRM Free

NOTE: This version requires minimum PHP 8.1

  • Add the ability to disable the ticket public form.
  • Add the ability to search for full invoice/estimate/credit note numbers in a table and global search.
  • Add a new Stripe iDEAL gateway (module) to comply with the new Stripe API.
  • Add primary contact, and customer groups to CSV export for customers.
  • Add project status to project-related email merge fields.
  • Update Stripe API.
  • New UI.
  • New ticket details view...

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kashif updated Perfex - Powerful Open Source CRM with a new update entry:

Perfex v3.2.1 – Powerful Open Source CRM Free

  • Fix estimates settings menu not working.
  • Fix the timesheet overview that is not working on specific database types.
  • Fix Stripe iDEAL module throws an error after activation.
  • Fix invoice overdue days to show float instead of integer.
  • Update: Make invoices financial stats visible by default in card style.
  • Update: Customer profile tabs UI.
  • Update: Project overview UI.
  • Update: Auto determines logo (dark/white) on header based on header background.
  • Update: Auto...

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kashif updated Perfex - Powerful Open Source CRM with a new update entry:

Perfex v3.3.0 - Powerful Open Source CRM Nulled

Password/Key:

  • Added OpenAI module
  • Added “Summarize ticket with AI” feature
  • Added “Suggest ticket reply with AI” feature
  • Added fine-tuning support using the knowledge base and predefined replies with OpenAI
  • Added ability to enhance ticket reply tone (formal, polite, friendly)
  • Added ability to enhance knowledge base text (formal, polite, friendly)
  • Updated to the latest Stripe API...

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kashif updated Perfex - Powerful Open Source CRM with a new update entry:

Perfex v3.3.1 - Powerful Open Source CRM Free

v3.3.1 - May 21, 2025
Escape the contact name in customer format
Allow img width and height attributes in HTML content
Allow div in HTML-able text
Fix Estimate request {estimate_request_submitted_data} not properly formatted
Fix BR tag shown in the customer address information
Fix the table dropdown column values not exported to CSV/Excel
Fix the system prompt AI setting option
Fix undefined key status in AI fune tuning

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kashif updated Perfex - Powerful Open Source CRM with a new update entry:

Perfex v3.4.0 - Powerful Open Source CRM Free

v3.4.0 - September 8, 2025
Add e-invoice compatible template generators (JSON/XML)
Add bulk export invoices in JSON/XML formats
Add bulk export credit notes in JSON/XML formats
Add the ability to view/download the invoice in JSON/XML
Add the ability to view/download the credit note in JSON/XML
Add the ability to add optional items for estimates
Add the ability to add optional items for proposals
Add the ability for multiple personal project notes
Add an option to disable languages and...

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