Workflow Automation module for Perfex CRM

Workflow Automation module is a powerful and intelligent extension designed to streamline business processes, reduce repetitive work, and ensure consistency across the entire Perfex CRM ecosystem. By combining advanced workflow management tools with deep integration into both core CRM entities and extended business modules, it enables organizations to optimize operations, boost productivity, and maintain greater control over their processes. With comprehensive features, robust integrations, and a user-friendly designer, this module transforms Perfex CRM into a true process-automation powerhouse—driving efficiency, consistency, and agility across the organization. Module Features

1. Workflow Management:
   • Global & Private Workflows: Create workflows visible to the entire organization (Global) or restricted to the workflow owner (Private).
   • Bulk Actions: Enable, disable, export (Excel/PDF/CSV), duplicate, or delete multiple workflows at once.
   • Filtering & Search: Quickly locate workflows by type (My, Global, All) or by status (Active/Inactive).
2. Visual Workflow Builder:
   • Drag-and-Drop Designer: Intuitive canvas for defining triggers, conditional branches (If/Else), and a sequence of actions.
   • Error Handling & Notifications: Configure automatic alerts to the workflow owner when a step fails or the workflow is deactivated.
   • Reusable Task Templates: Define common task structures that can be inserted into multiple workflows, reducing design time.
3. Workflow History & Audit:
   • Execution Logs: Detailed history view showing success/failure status, duration, and node-by-node results for every run
   • Exportable Reports: Download execution history in Excel, PDF, or CSV formats for auditing and compliance.
   • Pending & In-Progress Tracking: Monitor workflows waiting on external events (e.g., email delivery, API response).
4. Task Templates Management:
   • Central Library: Create and manage a library of task templates across departments.
5. Category & Permissions Management:
   • Workflow Categories: Organize workflows into logical groups (e.g., Sales Automation, HR Onboarding).
   • Granular Access Control: Assign create/read/update/delete rights per workflow category, module, or user role.
6. Core & Module Integrations:
   • Core Perfex CRM Objects: Automate processes around Sales, Customers, Leads, Expenses, Contracts, Projects, Tasks, Support Tickets, and more.
   • Extended Modules Support (if they are already activated):

Set-up Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it. Support Our support team is always around to help. Feel free to raise a support ticket. Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.  

(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.