📊 Diagramy – Diagrams & BPMN Module for Perfex CRM (Flowcharts, Process Maps, Org Charts & More)

Keywords: Perfex CRM diagrams module, BPMN tool, flowchart creator, organizational chart, workflow visualization, process automation, business diagram plugin, GPL Perfex module.

🚀 Overview

Diagramy is a powerful visual diagram and BPMN module for Perfex CRM that allows users to design,
document, and optimize internal workflows directly within the CRM interface. It supports flowcharts, business process models (BPMN),
organization charts, and network diagrams, helping teams map and improve company processes visually.

Built for businesses using Perfex CRM that need process visualization for departments, approvals, or internal projects.
It provides an intuitive drag-and-drop canvas and exports designs into image or JSON formats for documentation or sharing.

Ideal for: managers, CRM admins, HR teams, and consultants who want to visualize workflows such as lead processing,
project pipelines, employee hierarchy, and business automation maps.

✨ Key Features

• 🧩 Integrated Perfex CRM Module – installs as an add-on with full CRM compatibility.
• 🧠 Drag-and-Drop Diagram Builder – intuitive interface to create BPMN and UML-style charts.
• 📈 Flowchart & BPMN Elements – tasks, events, gateways, connectors, and annotations.
• 🏢 Organization Charts – define roles, reporting structure, and departments.
• 🔄 Process Mapping – visualize leads, deals, and project flow between CRM modules.
• 📁 Export & Import – save diagrams in JSON format, export to PNG/SVG for documentation.
• 🎨 Custom Node Styling – adjust colors, icons, text, and connectors for clarity.
• 💾 Autosave – automatic save and restore of your diagrams inside Perfex dashboard.
• 🧰 Multi-user Collaboration – team members can view or edit diagrams based on permissions.
• 🔐 Secure Access Control – respects CRM user roles and rights for each diagram project.

⚙️ Technical Stack

• Core Platform: Perfex CRM (CodeIgniter / PHP Framework)
• Language: PHP 7.4+ / JavaScript / jQuery
• Front-end: HTML5, Canvas/SVG rendering library (BPMN-JS or similar)
• Database: MySQL (via Perfex core)
• Hosting: Any server supporting Perfex CRM modules
• Integration: Uses Perfex module loader and CRM permission system

🧩 Installation Guide

1. Upload the diagramy.zip file via Perfex CRM → Setup → Modules → Upload Module.
2. Activate the module from the Modules list.
3. Go to the new Diagramy menu in Perfex sidebar.
4. Create a new diagram project or import an existing JSON file.
5. Customize nodes, connectors, and save changes (autosave supported).

Note: Requires a licensed Perfex CRM installation (v3.x or newer) and admin privileges for module upload.

📦 Deliverables

• 🗂️ Diagramy Perfex module source code
• 🧭 Drag-and-drop builder files (JS, CSS, assets)
• 🧱 SQL schema or migration for Perfex integration
• 📘 Installation & setup guide
• 🎨 Prebuilt example diagrams (Flowchart, BPMN, Org Chart)
• 📄 GPL-compliant description file

📱 Supported Platforms

• 🖥️ Perfex CRM (web-based) – Chrome, Edge, Firefox, Safari
• 📱 Mobile browser view supported (responsive layout)
• ☁️ Compatible with shared hosting, VPS, or cloud Perfex installations

🧠 Notes

License: Distributed under GPL for educational and internal testing purposes. For commercial or client deployments, please purchase the official license from the author.

Customization tips: integrate diagram triggers with Perfex automation modules, add custom icons for CRM entities, or connect diagram data with project status pipelines.

SEO tip: if publishing on GPL repositories, include tags like “Perfex CRM module”, “workflow builder”, and “business process mapping” to enhance discoverability.

👨‍💻 Original Developer Credit

Originally developed and distributed by the author on CodeCanyon / Envato. Please retain author credit when redistributing or modifying under GPL.

Original marketplace listing (placeholder)

🔒 Disclaimer

This source code description is provided for educational and GPL redistribution purposes. It is not an official release from the original author. No guaranteed support or updates are included. For enterprise or client use, obtain a valid license directly from the developer.