Custom Objects Module for Perfex CRM

Live Demo: Custom Objects Module for Perfex CRM Live Demo

Custom Objects Module for Perfex CRM is a powerful plugin that extends the capabilities of Perfex CRM by enabling you to create custom objects and manage them within your CRM system. This module allows you to go beyond traditional custom fields and build robust, tailored records for any type of data your business needs to track.

Product Overview

Imagine needing to manage properties, jobs, licenses, assets, or even cases within your CRM. Traditional custom fields might not be sufficient to capture the complexity and relationships inherent in these types of data. The Custom Objects Module for Perfex CRM addresses this need by allowing you to define entirely new object types, each with its own set of fields, stages, permissions, and workflows.

Key Benefits

• Customizability: Create objects tailored to your specific business needs, representing anything from properties and jobs to licenses and assets.
• Data Integrity: Maintain accurate and organized data by defining specific fields and relationships for each object type.
• Workflow Automation: Design custom workflows and stages for your objects, streamlining processes and improving efficiency.
• Enhanced Reporting: Gain valuable insights and generate reports based on your custom object data.

Benefits Beyond Traditional Custom Fields

While Perfex CRM offers robust custom field capabilities, the Custom Objects Module takes it a step further by providing:

• Object Relationships: Define relationships between objects, creating a comprehensive data model that reflects the interconnected nature of your business.
• Dedicated Object Views: View and manage your custom objects within dedicated sections of your CRM, ensuring a clear and organized interface.
• Custom Permissions: Control access to specific objects and their data, ensuring data security and compliance.

Ideal Use Cases

The Custom Objects Module for Perfex CRM is ideal for businesses that require:

• Property Management: Track listings, prices, bedrooms, status, owners, and more for each property.
• Job Management: Organize schedules, technicians, customers, stages, and other details for each job.
• Asset Tracking: Manage equipment, assignments, condition, serial numbers, and other asset-related information.
• Case Management: Track priority, owner, resolution workflow, and other details for each case.

Who Should Use This Product?

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

• Go Beyond Custom Fields: Manage complex data structures that require dedicated object types.
• Streamline Workflows: Automate processes and improve efficiency by defining custom workflows for objects.
• Gain Deeper Insights: Analyze and report on custom object data to make informed business decisions.

Installation and Setup Guide

The Custom Objects Module for Perfex CRM is a plugin that requires installation within your existing Perfex CRM instance. Detailed installation and setup instructions will be provided upon purchase.

Important Product Information

This product is a plugin for Perfex CRM. You must have a valid Perfex CRM license and access to your CRM's administrative panel to install and use this module.

Category: PHP Scripts

(Only For Premium Category Products !)

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.