🏆 Affiliate Module for Perfex CRM – Simple and Effective

Boost your sales through referral marketing directly within Perfex CRM. The Affiliate Module enables you to create, manage, and track affiliate programs with automated commissions, unique referral links, and detailed performance analytics—all seamlessly integrated with your CRM environment.

🚀 Overview

The Affiliate Module for Perfex CRM is a lightweight yet powerful solution that adds affiliate marketing functionality to your existing Perfex CRM installation. It allows you to register affiliates, assign campaigns, track leads and conversions, and pay commissions automatically. Built for simplicity and precision, this module helps you grow your business through referrals without the need for third-party systems.

Use cases: ideal for SaaS, agencies, and service-based companies that want to reward partners or clients for bringing in new leads or sales.

Target users: Business owners, marketers, and CRM administrators seeking to automate affiliate and referral programs directly in Perfex CRM.

✨ Key Features

• Affiliate Registration: Allow users or clients to sign up as affiliates with approval workflows.
• Referral Links: Generate unique tracking URLs for each affiliate to monitor conversions accurately.
• Campaign Management: Create custom campaigns and commission structures per product, service, or package.
• Automated Commissions: Calculate and credit commissions instantly upon successful payment or lead conversion.
• Payout Management: Process affiliate payouts with built-in accounting integration.
• Real-Time Analytics: View clicks, conversions, earnings, and top performers from the dashboard.
• Email Notifications: Notify affiliates automatically of new sales, payments, or campaign updates.
• Multi-Currency Support: Handle commission payouts in multiple currencies supported by Perfex CRM.
• Security and Transparency: Ensure accurate tracking and secure affiliate transactions.
• CRM Integration: Connect affiliate leads to your existing CRM leads, invoices, and projects for unified reporting.

⚙️ Technical Stack

• Platform: Perfex CRM (built on CodeIgniter / PHP 7.4+)
• Backend: PHP, MySQL, and Perfex Module API for smooth CRM integration
• Frontend: HTML5, CSS3, JavaScript, and Perfex’s native UI framework
• Security: CSRF protection, role-based access control, and secure payout handling
• Performance: Optimized queries for fast tracking and analytics across large affiliate networks

🧩 Installation Guide

1. Backup: Ensure your Perfex CRM installation is updated and backed up.
2. Upload Module: Copy or upload the module into /modules/Affiliate.
3. Activate: Go to Setup → Modules and enable the Affiliate Module.
4. Configure: Set up commission rates, affiliate approval rules, and currency options.
5. Test: Create a demo affiliate account and simulate a sale to verify tracking and commission calculation.

📦 Deliverables

• Full module source code compatible with Perfex CRM
• Installation & configuration documentation
• Sample campaign and payout templates
• Support documentation for developers and admins

📱 Supported Platforms

• Perfex CRM: Compatible with all current stable versions (PHP 7.4+)
• Browsers: Chrome, Firefox, Edge, Safari
• Server: Requires Apache/Nginx, PHP extensions curl, mbstring, zip, openssl

🧠 Notes

• License: Commercial (one installation per license unless stated otherwise).
• Customization: Modify affiliate tiers, commission models, or dashboard visuals using Perfex’s module override system.
• SEO & Performance: Uses clean URLs, meta-ready campaign pages, and optimized scripts for fast performance.

👨‍💻 Original Developer Credit

Developed by CodeCanyon authors specializing in Perfex CRM extensions that enhance marketing and business automation workflows.

🔒 Disclaimer

This is a third-party module for Perfex CRM. It is not affiliated with the official Perfex development team. Redistribution and modification are permitted only under the module’s commercial or GPL license terms. Ensure compliance with your local affiliate marketing and data tracking laws.