Service Management module for Perfex CRM

🚀 Overview

The Service Management Module for Perfex CRM is an advanced add-on built to extend Perfex CRM with comprehensive service-management capabilities. It enables organizations to manage services, subscription contracts, orders and transactions—all from within the Perfex CRM environment. :contentReference[oaicite:1]{index=1}

Designed with real-world business workflows in mind—such as registering a service, renewing/ upgrading it, managing contracts, billing and tracking service orders—the module empowers service-based companies, managed-services providers and agencies to deliver, monitor and monetise service operations seamlessly.

Target users: Managed service providers (MSPs), IT companies, agencies offering retainer services, organisations needing subscription-based service billing, and teams already using Perfex CRM who want to integrate service management into one unified system.

✨ Key Features

• Services Page: Create and display service offerings—clients can browse available services and register directly. :contentReference[oaicite:2]{index=2}
• Subscriptions & Renewals: Clients can subscribe, renew or upgrade service plans via their portal. :contentReference[oaicite:3]{index=3}
• Orders Management: Manage service orders — submissions, fulfilment, status tracking and workflow. :contentReference[oaicite:4]{index=4}
• Transactions Tracking: Record payments, link transactions to service orders and generate reports. :contentReference[oaicite:5]{index=5}
• Contracts Module: Generate, manage and monitor service contracts associated with clients and services. :contentReference[oaicite:6]{index=6}
• Settings & Administration: Define service categories, billing units (hours/days/months), service durations and default terms. :contentReference[oaicite:7]{index=7}
• Client-Portal Integration: Clients use Perfex CRM’s portal to see services, orders, transactions and contract details. :contentReference[oaicite:8]{index=8}
• Renewal Alerts & Upgrades: Notify clients of upcoming renewal, provide upgrade options, manage lifecycle. (implied by feature set)

⚙️ Technical Stack

• Built for: Perfex CRM (CodeIgniter 3/4 framework) – module adheres to Perfex module structure. :contentReference[oaicite:9]{index=9}
• Languages: PHP (compatible with current Perfex version) and JavaScript for interactive UI.
• Database: MySQL/MariaDB – integrates into Perfex CRM database schema.
• Server Requirements: Apache/Nginx, PHP 7.x/8.x, required extensions such as Mbstring, PDO, Fileinfo; HTTPS recommended for client portal. (typical for Perfex modules)

🧩 Installation Guide

1. Prerequisite: Have Perfex CRM installed and functioning on your server.
2. Upload Module: Place the module folder under modules/ directory of Perfex CRM.
3. Activate: In Perfex admin — go to Setup → Modules → Activate “Service Management”.
4. Configure: Navigate to module settings and define service categories, billing unit types, enable client-portal service registration, contract templates.
5. Sync Database: If provided, run migrations or install via module wizard so that service tables, orders, transactions, contracts are created.
6. Test: Login as client and verify service listing, place service order, billing track, contract generation, renewal notification.

📦 Deliverables

• Complete source-code of the Service Management Module for Perfex CRM (listing on CodeCanyon). :contentReference[oaicite:10]{index=10}
• Documentation/README explaining installation, module settings and functionality.
• Admin panel UI files for services, orders, transactions, contracts; plus client-portal views and module language files.

📱 Supported Platforms

• Web Browsers: Chrome, Firefox, Safari, Edge — for both the admin interface and client portal.
• Devices: Responsive layout suitable for desktop and tablet client-portal use (can also work on mobile browsers within Perfex portal).
• Server OS: Linux (Ubuntu/Debian/CentOS), macOS or Windows Server meeting PHP & MySQL requirements.

🧠 Notes

• License: The module is distributed (on marketplaces) under the GPL license model (check vendor listing for exact terms) which allows modification, redistribution under GPL terms. :contentReference[oaicite:11]{index=11}
• Customization tips: You can extend this module by adding your own service-types (e.g., managed services, subscription tiers), integrate with Perfex’s billing/invoicing modules, add triggers for auto-renewal, customise client-portal service flows, and add API endpoints for external service providers.
• Experience note: The module’s workflow mirrors real-business service management cycles: services → orders → contracts → transactions → renewals. This reflects the author’s domain expertise in service-based operations.

👨‍💻 Original Developer Credit

Developed by the vendor listed on CodeCanyon as “Service Management Module for Perfex CRM” (Item ID 53620283). :contentReference[oaicite:12]{index=12}
Purchasing the official license from the author ensures updates, support and proper access to future versions.

🔒 Disclaimer

This description is provided for informational and GPL-redistribution awareness only. We are not the original author or rights-holder. All trademarks, logos and brand assets are the property of their respective owners. For production deployment, please obtain a valid license, ensure you comply with Perfex CRM version compatibility and adhere to best practices for security and backups.