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Products and services for Perfex CRM

Products and services for Perfex CRM

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Cart 360 sales
Note: This is a module for Perfex CRM. Not a standalone script. Perfex CRM that can be purchased here

Brief description

This module allows you to sell products in perfex using stripe subscriptions or recurring invoices.

Non registered users will be able to purchase/subscribe to product and register

  • Customers will be able to order to a product using any available payment gateway with invoices
  • Customer will be able to order recurring or one time products using invoices
  • Customers will be able to subscribe to a product using stripe subscription.
  • Customer will be able to order a subscription without staff manually creating a subscription from the admin dashboard.
  • Flexible product grouping to target specific clients
  • Admin/staff will be able to create products for subscription or invoices
  • Admin/staff will be able to add product for a specific customer only (visible to only that customer)
  • Admin/staff will be able to add product for a group of customers only (visible to only customer that belongs to that group only)
  • Admin/staff will be able to add product available to all customers
  • Admin/staff will be able to choose if the invoice product should be available or not on products page
  • Admin/staff will be able to choose if products for subscription should be available or not on products page
  • products can be created by staff using stripe plans for a particular customer, customer group or all customers.
  • Products can be added for as invoice pproduct.
  • See History of customers purchases
  • You can collect additional Information for customers eg. Shipping details
  • Module view are Customizable withut worrying about updates ( supports for my_prefixed views)

The module also comes with subscription renewal notification emails. The email comes with a template and option to chose when you want to send renewal notification by email. Eg. 7 days before renewal, 1 day, 30 days, 60days etc. which is not in perfex CRM

Add Product for Invoice

Easy client Subscriptions

Add Product for Subscription

Settings

Single Product

Set-up

  • Requires at least Perfex CRM V2.4.2
  • Stripe Account to use subscription.
  • You will do not need any coding skills to set this module up. You will be able to configure it in a few clicks (we do provide documentation for that). we are available to assistance regarding set-up, upon contact request.

    Support

    If you have any questions, feel free to raise a support ticket at our support area. Guys from the support department will get back to you as soon as possible with a reply.

    ChangeLog


    1.3.2
    fixed taxes not added in total
    
    1.3.1
    fixed 404 bug
    fixed incorrect category shown
    
    1.3.0
    Added ability to Sort/Order Groups
     Added action hook to Sort/order products - https://help.perfexcrm.com/action-hooks/
     Added validation to Register modal before submission 
     Added Option to hide Subscription/Invoices group on the client area product groups list
     Fixed total invoice amount bug
     Fixed translation ( day/days )
     Fix Client able to submit without entering required fields
    
    1.2.4
        Minor bug fix
        
    1.2.3
        Added Order history
        Added feature to collect information from customer during order/subsribing
        General UI Improvements
        Translation conflict fix
        minor bug fixes
        
    1.2.2d
        minor fixes for subscription long description 
        added support for other date format in perfex
        added support for my_prefixed views
        
    1.2.2a/b/c
        improved translation
        minor fixes
        fixed more info button redirect
        
    1.2.1
        added multiple tax support
        fix duplicate menu
        fix invoice products not deleting
        
    1.2.0
        added single and recurring invoices support
        added product groups
        added product links
        added single product page
        added option to disable quantity input
        added option to enable/disable invoice products
        added option to enable/disable subscription products
        added option to enable/disable
        added support for tax
        improved support for not registered users
        
    1.1.0
        added email template for subscription renewal notice
        added subscription renewal notification email
        added tracking of subscription renewal email
        added Public url for non registered customers
        
    1.0.0 a
        feat: allow html tags in description
        
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