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Discussion on Perfex - Powerful Open Source CRM

Discussion on Perfex - Powerful Open Source CRM

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10701 comments found.

Please advise me. I want to integrate the system with a telegram bot. The bot is already there. You need to connect an existing bot to the CPM so that the bot administrators can conduct dialogues with the bot’s clients through the CPM system. How can this be implemented?

Hello,

We do not have any guide on how to achieve this, the best is to consult a developer to see how this can be achieved using modules https://help.perfexcrm.com/introduction-to-perfex-crm-modules/

If you have more questions don’t hesitate to create a support ticket at https://my.perfexcrm.com we will be happy to assist you.

Regards

Pre sales inquiry

Looking to purchase mulitple modules and addons, along with base CRM

I need to have below features in my installation – Accounting, Dashboard, Customers, Sales, Purchase, Expense, Contracts, Manufacturing, Reports

What are default models included in Perfex CRM?
If I purchase below add on, will this suffice my needs mentioned above? And are there any special discount available, please :grin: ?
  • Purchase Management
  • Inventory Management
  • Manufacturing Management
  • Accounting and Bookeeping for Perfex CRM

Hello,

The best is to check with the author of each modules to know if it meets your requirements.

In this case, the module developers are providing support for their modules/items.

Regards

This new filter is very good, but the only thing missing is documentation showing how to use it dynamically. Example: due date smaller than the current date without having to select the date but always get the current date. How to make these advanced filters?

Hello,

The new filters are designed to be easy to use without needing any documentation. However, we would consider adding a documentation soon.

As a friendly reminder, you should consider renewing your support before posting new comments, more info about item support can be found by clicking here

Regards

During the creation of the invoice we cannot know if the quantity is sufficient on the inventory module

and like that we have a difference between the invoice and the delivery note

Hello,

You will need to contact the module developer to help you with the issue, as unfortunately, we are not able to provide support for third-party modules, we provide support only for our own modules and Perfex CRM.

In this case, the module developers are providing support for their modules/items.

As a friendly reminder, you should consider renewing your support before posting new comments, more info about item support can be found by clicking here

Regards

i can’t renew because i have issue with client and you must help me to find solution or refound me

Hi,

Just bought your system.

I’d like to run it Xampp for testing first. After install I get HTTP ERROR 500

I followed the guide here: https://help.perfexcrm.com/404-not-found-after-installation/ Also followed this guide: https://www.perfexcrm.com/knowledgebase/xampp-installation/

I have also tried making sure in the httpd.conf file (and Xampp file) to change AllowOverride from None til All.

Few minutes ago I uninstalled Xampp and installed again. Same issue.

What could be my problem? Thanks in advance

Hello,

We already responded to your support ticket.

If you have more questions don’t hesitate to create a support ticket at https://my.perfexcrm.com we will be happy to assist you.

Regards

Hello. I like your app, very nice. Do you think it will be possible in future versions to upload files in project into folders?

Hello,

Unfortunately, not at this time

Regards

hello perfex team! Do you intend to natively include some data information in customer records in the next updates, such as;

address number, neighborhood, Address complement.

Hello,

You can achieve this using custom fields by following this guide https://help.perfexcrm.com/custom-fields/

Regards

Which module should I get to add to the product in the invoice.

Hello,

Not sure I understand your request, kindly provide more details. Here is more information on invoices https://help.perfexcrm.com/category/sales/invoices/

As a friendly reminder, you should consider renewing your support before posting new comments, more info about item support can be found by clicking here

Regards

Hello to all the team, I get this error message when I try to update, I am on vps with aapanel, I changed the permissions but it does not work.

https://prnt.sc/YQ6cpJa3lrQM

Hello,

All files must be with permissions 0644 and all directories/folders must be with permissions 0755 and the files and folders must belong to the user and group responsible for managing the webserver e.q. in most cases it’s the www-data user and group.

Files permissions are not set by Perfex CRM, your OS and the user sets the permissions.

If you are not familiar with this it’s best you get in touch with your hosting provider as they will be in the best position to assist you.

Regatds

helloo all :

I use the trial version and I was impressed with this work and I will buy it soon, but before purchasing I faced some problems, including: When I export anything on the site to PDF format – anything – clients, invoices, accounts, anything, this problem clears up for us as shown in the picture below – what is the problem? How to solve it – I tried to change the font type as shown in one of your responses to some clients, but it did not work, and this problem is only with the PDF format. The rest of the formats work well.Welcome I use the trial version and I was impressed with this work and I will buy it soon, but before purchasing I faced some problems, including: When I export anything on the site to PDF format – anything – clients, invoices, accounts, anything, this problem clears up for us as shown in the picture below – what is the problem? How to solve it – I tried to change the font type as shown in one of your responses to some clients, but it did not work, and this problem is only with the PDF format. The rest of the formats work well.

Program language: Arabic

https://prnt.sc/Y5_d1c-28qXG

Hello,

This can happen if the font you configured does not support those characters. You can resolve following this documentation pdf Customization | Perfex CRM

Regards

Hello, I really liked it but I think the factor that we are not going to buy is the layout, it is very old it looks like a column site, do you intend to improve the layout, graphics etc?

Hello,

We already recently improved Perfex CRM design and there are no plans for another one anytime soon.

Regards

Hello everything is fine? I’ve been using your system for a few months now, I’m really enjoying it, but I would like to know if you have plans to improve the system’s layout and make it more modern.

Hello

Perfex CRM already looks modern, if you have specific suggestions please create a support ticket at https://my.perfexcrm.com we will be happy to assist you and give you further instructions.

Regards

Hello, this pertains to a sales inquiry. While reviewing the demo, I noticed that the client is required to enter the phone number twice during registration. Could you please provide guidance on this? https://prnt.sc/prbFq-ETD_an

Hello

These are separate numbers, the company number and the contact creating the account number.

Regards

New bug report: Now the invoice (html) no longer takes into account the assigned language, everything is reported in English, the pdf on the other hand works correctly and takes into account the assigned language.

Hello,

We have not received any such reports, Please create a support ticket at https://my.perfexcrm.com we will be happy to assist you and give you further instructions as It would be difficult to assist you via the comments section.

As a friendly reminder, you should consider renewing your support before posting new comments, more info about item support can be found by clicking here

Regards

And therefore even if you have not received other reports, you do not check whether this is actually the case. Please consider that I am reporting bugs and nothing more, I expect you to tell me that it will be fixed in the next update and not instead remind me to renew support.

Thanks!

After updating and forcing PHP 8.0 to update:

1. Now, the company name is not showing in PDF invoices and quotations after updating to the latest version.

2. When you want to view the invoice, it shows the error “can’t currently handle this request. HTTP ERROR 500”

3. Some modules give errors: Deal management module error: class=”poly-quick-pin poly-quick-access-menu-pin”>

4.

i had to downgrade, but but thanks God i still had the previous version on my server

thanks, solved now!

Thanks for fix milestones and other bugs!

Now company name not showing in PDF invoices and quotation after updating to the latest version.

Hello

Please create a support ticket at https://my.perfexcrm.com we will be happy to assist you and give you further instructions.

Regards

Presale Question, any planned integration for Payfast?

Hello,

Unfortunately, not at this time.

Regards

I would like to confirm whether these features are included in this CRM.: Main features of an off-the-shelf CRM system

1. Contact Management

2. Lead Management

3. Opportunity management

4. Sales performance management

5. Reports and analytics

6. Sales forecast

7. Automation and workflows

8. Campaign Management

9. Mobile-Friendly Support

10. Roles and permissions

11. Approvals and contracts

12. Document management

13. Supplier Onboarding Workflows

14. Supplier Approval Workflows

15. Supplier Reports and Dashboards

16. Integration, flexibility and customization

????????????????

Hello,

You can explore the demo here https://perfexcrm.com/demo/admin to confirm Perfex CRM meets your requirement.

Regards

Good morning, I have my license installed on the same subdomain. I did a new installation, but I can’t download the update.

Hello,

Please create a support ticket at https://my.perfexcrm.com so we can investigate this directly.

As a friendly reminder, you should consider renewing your support before posting new comments, more info about item support can be found by clicking here

Regards

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