Add-on Statuses Module for Perfex CRM v1.0.5

Live Demo: Add-on Statuses Module for Perfex CRM v1.0.5 Live Demo

Add-on Statuses Module for Perfex CRM v1.0.5 is a powerful extension designed to enhance the functionality of Perfex CRM by adding custom status options to various modules. Perfex CRM is a popular customer relationship management software used by businesses to manage clients, projects, invoices, and more. This module allows you to extend the default statuses available in Perfex CRM, giving you greater control and flexibility over how you manage your workflow.

Product Overview

The Add-on Statuses Module for Perfex CRM empowers users to create custom statuses for projects, tasks, invoices, proposals, and support tickets. This means you can tailor the status options to perfectly reflect your unique business processes and needs. Whether you need to track specific stages within a project, categorize support tickets based on severity, or manage the lifecycle of invoices, this module provides the tools to do so effectively.

Main Features and Capabilities

• Custom Status Creation: The core feature of this module is the ability to create custom statuses for various Perfex CRM modules. You can define the name, color, and order of these custom statuses, ensuring they align with your workflow and branding.

• Multi-Module Integration: This module seamlessly integrates with multiple Perfex CRM modules, including Projects, Tasks, Invoices, Proposals, and Support Tickets. This means you can apply custom statuses across your entire CRM system, creating a unified and streamlined workflow.

• Automated Application: Once created, custom statuses are automatically applied to relevant lists and filters within Perfex CRM. This ensures consistency and eliminates the need for manual updates.

• Default Status Management: The module also allows you to edit or disable default statuses for Projects and Tasks, giving you complete control over the status options displayed within Perfex CRM.

Ideal Use Cases

The Add-on Statuses Module for Perfex CRM is ideal for businesses of all sizes that require greater flexibility and control over their workflow management within Perfex CRM.

Here are some specific use cases:

• Project Management: Define custom statuses for projects, such as "Planning," "Development," "Testing," "Deployment," and "Completed," to accurately track project progress.
• Task Management: Create specific statuses for tasks, like "To Do," "In Progress," "Review," "Complete," or "Blocked," to organize and manage individual tasks effectively.
• Invoice Management: Set custom statuses for invoices, such as "Sent," "Paid," "Overdue," "Partially Paid," or "Cancelled," to track invoice status and payment history.
• Support Ticket Management: Define custom statuses for support tickets, like "Open," "In Progress," "Resolved," "Closed," or "Escalated," to efficiently manage customer support requests.

Who Should Use This Product?

This product is perfect for anyone using Perfex CRM who wants to:

• Customize their workflow: Tailor the status options to reflect their specific business processes.
• Improve project and task management: Gain better visibility into project and task progress.
• Streamline invoice management: Track invoice status and payment history more effectively.
• Enhance support ticket management: Organize and manage customer support requests efficiently.

Installation and Setup Guide

The Add-on Statuses Module for Perfex CRM is designed for easy installation and setup.

Detailed documentation is included to guide you through the process. In essence, you will need to download the module, upload it to your Perfex CRM server, and activate it within your CRM dashboard.

Important Product Information

This module is compatible with the latest version of Perfex CRM and requires no coding knowledge for installation and use.

Please refer to the included documentation for detailed instructions and support information.

Category: Membership

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1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 5 days if a new version is released. We free support within 5 days.

2. If a license is required (Excludes WHMCS license , we provide only method not license), please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.

3. We provide Mobile, PHP script installation services for $19.90 / ₹1700. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.

4. If you have any questions, please contact us by email [email protected] or create a ticket on this page

5. Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You will receive the original files from the developers. We do not sell any products that have been downloaded from other websites.

6. The response time can last up to 6 hours.

(Only For Membership Category Products !)

Benefits of our Membership Plans

• Instant access to all plugins and all themes including all future releases
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.
• Buy or download for FREE by subscribing to our VIP Membership Plan. Join the club of more than 1100+ happy members. This is the same theme as sold by the developer.

Updates:

• We offer frequent updates for one year from the date of purchase. After this period, you have to purchase the item again to receive further updates, we also offer lifetime updates as a second option.
• We regularly update products as soon as we are notified about an update, we go and download it from the author and update it on our site, but In case the current version of the product is not the latest, You can request an update for the product by contact form.
• We send regular emails advising when products have been updated so please be sure to provide an active email address when you sign up.

Support:

• Our support team is available 24/7, if you have any questions or need help in installing or configuring digital products purchased on the website, please don’t hesitate to contact form.
• Please note that we are not developers of the provided products, so our technical support capabilities are limited. We do not change product functionality and do not fix developer bugs.

For more information please read FAQs & About Us.

(Only For WHMCS Category Products !)

• We Only provide WHMCS Module, how you can  nulled any module step only !
• Instant access to all plugins and all themes 
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.