is this code is valid for aaPanel Nginx Server https://help.perfexcrm.com/nginx-config/ ?

Hi! just wanted to congratulate your with hitting 25k sales! Keep it up!

If possible, add a feature to assign contacts to specific projects, so clients with multiple coordinators can control which projects each contact can access, instead of all projects being visible to everyone. as of now we can only set project notifications to specific contacts.

Hi, i just bought Perfex CRM and Perfex CRM Chat & Tickets App for Support Board

I would be able to convert chat conversation in to tickets. What i need more to create a powerful ticket system in to Perfex CRM?

Hi, is there option where i can assign multiple staff in lead?

I wish you all the best.

Hello. May I know how do I change email link colours? All email links are in the same black colour, and I want to change them to blue for better recognition of links. Please let me know. Also, how do I enable notifications for clients? What if a client wants to see new notifications on their dashboard? I cannot see the notification icon on top-right corner (it is visible on admin panel though).

Emailed discussions from projects are showing line breaks. Looks very unprofessional.

: 3rd Party Licenses need: Duo, Lastpass, autoelevate and dropsuite Description: 20 computers. I believe you don’t buy by the quantity; you install what you need, and they bill you.

Dropsuite PAX8 sku : DRP-ARC-BAR-C100

Hi i am struggling with the client sub menu. When my client logged in. The button file/calendar/vault is not visible. How can I activate from the admin section? so that when the customer logged in they can access file/calendar/vault .

I Also, forgot to ask will it do mass email like newsletter or drip sequencing based on list.

Is it possible to configure perfex CRM to have the primary email for primemarydomain.com email addresses like me@primemarydomain.com and then have the Secondary domain for mass outreach and other for example using connect@secondarydomain.com

Tax Exempt Customer Option, override tax settings (Major Con)

Expense Tax Rate should not be a referenced to a system preset rate only, should allow manual tax amount, it will never add up, not everything on an expense/bill is taxed, Also for data Integrity and preserving historical data the Tax amount should be saved in its own tables field not the reference id. (Major Con)

Multi Location/Setting Is a Major Enhancement, It needs to be added to the very core level, so you can have, staff, customers, items, tickets, tax rates, etc…. all associated with specific business location with log/address on estimates/invoices.

Hello,

I am planning to purchase Perfex CRM and after reviewing the demo in detail, I have a few questions and suggestions regarding customization and system capabilities. I would appreciate clarification on the following topics:

Customer Information Fields

The default customer fields are quite limited. Although new fields can be added, they can only be added through Custom Fields. It would be helpful to have more built-in fields available by default.

Limited Custom Field Capabilities

When creating custom fields, it is not possible to pull data from the system, auto-populate fields, or link a custom field to existing records such as staff, users, or companies.
For example, assigning a Sales Representative to a customer by selecting a staff member is not possible through custom fields.
It would be great if the customization options in the panel were expanded.

No Standardized Activity/Task Categories

When creating activities or tasks, each user types their own title, which leads to inconsistency.
A fixed, admin-managed list of task/activity categories would greatly improve organization and reporting.

Subscription System – Product & Project Linking

In subscription-based services, pricing should be tied to the product.
For example, if Monthly Premium Support is priced at $10 and assigned to multiple projects, updating the product price should automatically update the price in all linked projects.
This linkage appears to be missing.

Project Pricing Based on Products/Services

Project billing should be directly linked to products/services, and these items should interact with project-specific metrics such as hours, days, team members, etc.

Ability to Hide Unused Fields

Fields such as Server Information should be optionally enabled/disabled from system settings to keep the interface clean.

Task Templates / Predefined Titles

Users create tasks with arbitrary titles, which is not ideal for consistent reporting.
A feature to manage predefined task templates or categories — with the ability to add or remove them — would greatly improve structure.

Visit (On-site Visit) Feature

A visit/inspection module would be useful. For example, when a team member performs a physical site visit, they should be able to submit a visit report, and notifications (SMS/email) should be sent to the customer.

Additional Question – Will Customizations Be Lost After Updates?

I plan to develop some custom features myself.
For example, adding new customer fields or modifying certain modules. Before doing so, I want to understand:

• Will these custom changes be overwritten after updates?
• What is the recommended method to preserve modifications?
• Is there an official approach such as child theme, override system, or a structured method to develop custom modules?

I would appreciate your guidance on this.

Thank you.

Bought your theme! Looks very promising.

Please consider to add a multi‑company feature in Perfex. So that we can send proposals with multi-layouts and logo’s.

We have a mother company, and multiple labels. And we want to send proposals and invoices, with the layout of one of the labels. So a trigger in the input fase, will ask which label -> select -> layout + details = automatic.

Or perhaps this is already possible. Please let me know

Hello,

When adding a new lead, how do I make it mandatory to enter a phone number? https://prnt.sc/P6znjMkcKNSk

Thank you.

Hi, do you plan to add a native multi‑company feature in Perfex? I’m not interested in SaaS/multi‑tenant solutions.

Hi.. Is there a planning to add roles for task checklist items that only the assigned person can check the list? Thank you

Dear Author,

Please add the below features,

Like Retention, in all construction companies, follows retention methods in invoicing like holding money until complete the final invoice (in %)

so please add like the feature

or else give us some option after subtotal and before total, to add some kind of stuff as per the requirements, like discount, adjustments, Retention etc

I came across this page by chance.

Has the vulnerabilities listed here also been fixed in the new version?

I’m interested in your CRM, but I’m still undecided because I’ve read in some articles that one should be very careful with self-hosted CRMs due to fewer security measures. I don’t know if that’s really true. Your CRM actually has everything I’m looking for.

Can you tell me something about security? Does your CRM offer sufficient security to ensure that the data is truly safe?

Hello perfex team, Thank you for the great job you are doing. I was so happy when I discovered how easier it was to generate products barecode. Now I would like to do the same with costumer. This will save a lot of time during the checkout process by scanning the code on customer card. Could you please help?