🚀 Overview

The Add-on Statuses Module for Perfex CRM is an essential tool designed to extend the functionality of Perfex CRM by allowing users to create and manage custom statuses for various CRM modules. This module improves workflow management and enhances the user experience by enabling businesses to tailor their CRM system to better suit their specific operational needs.

Target Users: Small to medium-sized businesses, sales teams, and CRM administrators seeking to customize the status management of their Perfex CRM platform.

✨ Key Features

• Custom Status Creation: Easily create custom statuses for any module in Perfex CRM (e.g., projects, tasks, leads, etc.).
• Flexible Configuration: Configure status colors, labels, and sequence to match your team’s workflow.
• Multiple Module Support: Supports all standard Perfex CRM modules such as tasks, projects, and leads.
• Easy Integration: Seamless integration with your existing Perfex CRM system without requiring deep technical knowledge.
• Enhanced Workflow: Streamline processes by clearly defining project, task, and lead statuses for better tracking and communication.
• Permissions Control: Customize user permissions for who can create, edit, and delete statuses.
• Intuitive User Interface: User-friendly interface with drag-and-drop functionality for easy status management.
• Customizable Status Labels: Add custom text and icons to statuses for better clarity and visual appeal.

⚙️ Technical Stack

• Platform: Perfex CRM
• Languages: PHP, JavaScript, CSS
• Frameworks: CodeIgniter (Perfex CRM’s base framework)
• Database: MySQL
• Version Control: Git (recommended for version management)

🧩 Installation Guide

1. Download the Add-on Statuses Module package.
2. Upload the module folder to your Perfex CRM installation directory.
3. Go to the Perfex CRM Admin Panel and navigate to the “Modules” section.
4. Activate the “Add-on Statuses” module.
5. Configure your custom statuses via the module settings page.

📦 Deliverables

• Complete source code for the Add-on Statuses Module.
• Installation and user documentation.
• Example configuration files.
• License files for GPL redistribution.

📱 Supported Platforms

• Perfex CRM: Version 2.0 and higher

🧠 Notes

• License: This module is licensed under the GPL License, allowing modification and redistribution with proper attribution.
• Customization Tips: You can easily modify the module’s appearance and functionality by editing the provided CSS and PHP files.
• SEO Assurance: Optimized for performance, the module helps improve your CRM’s overall functionality, ensuring a smoother user experience.

👨‍💻 Original Developer Credit

Developed by Your Developer and available for purchase on CodeCanyon.

🔒 Disclaimer

This module is distributed under the GPL License, allowing you to redistribute and modify the source code freely. Please ensure that proper credits are given to the original developers as per the license terms.