Diagramy – Diagrams and BPMN module for Perfex (Flowcharts, Process diagrams, Org Charts & more)

Description

Diagramy – Diagrams & BPMN Module for Perfex CRM

Diagramy is a powerful Perfex CRM add-on that brings flowcharts, BPMN diagrams, organization charts, mind maps, UML, ERD, and more directly into your CRM. It empowers teams to visually design process workflows, project pipelines, data models, and organizational structures inside Perfex—enhancing collaboration, clarity, and productivity. Distributed by wpshop.net under the GPL license, it includes lifetime free updates and limited email support.

---

🚀 Feature Highlights

• 📈 BPMN 2.0 Process Diagrams – Model complex business processes with industry-standard notation.
• 🔗 Flowcharts & Workflow Maps – Design step-by-step process flows for automation and documentation.
• 🏢 Org Charts & Hierarchies – Visualize teams, reporting lines, and resource structures inside Perfex CRM.
• 💡 Mind Maps & Brainstorming – Capture ideas, plan features, and structure projects creatively.
• 📐 UML & ERD Support – Illustrate system designs, class diagrams, and database relationships.
• 🖱️ Drag-and-Drop Editor – Intuitive canvas with shape libraries, connectors, styles, and live previews.
• 💾 Save & Reuse Templates – Store diagrams in the CRM for future editing or duplication.
• 👥 Team Collaboration – Share diagrams with staff, assign permissions, and co-edit in real time.
• 🔒 Secure & Integrated – All diagrams stored in Perfex CRM with role-based access control.
• ♻️ Lifetime Free Updates – Continuous enhancements from wpshop.net at no extra cost.

---

📖 Detailed Overview

Diagramy integrates visual diagramming tools into Perfex CRM, allowing managers and teams to map workflows, design business processes, plan resource structures, and visualize data relationships without leaving the CRM. It supports BPMN 2.0 for standardized process diagrams, while offering other diagram types like flowcharts, org charts, UML, ERD, and mind maps for versatile use cases.

Ideal for project managers, HR departments, business analysts, engineers, and developers, Diagramy makes it easier to document processes, onboard new staff, optimize operations, and communicate ideas visually—all in one secure Perfex CRM workspace.

---

📊 Diagramy vs Generic Diagram Tools

Feature	Diagramy (Perfex Add-on)	Standalone Diagram Tools
BPMN Support	✅ Native BPMN 2.0 in Perfex	✅ Often requires premium plan
CRM Integration	✅ Seamless in Perfex workflows	❌ Separate platform & logins
Org Charts Linked to Staff	✅ Pulls data from Perfex staff & roles	❌ Manual input
Team Collaboration	✅ Role-based, within CRM	❌ Extra licenses or exports needed
Template Reuse	✅ Stored as CRM records	❌ Separate file management
Cost of Updates	✅ Free lifetime updates (GPL)	❌ Paid subscriptions

---

⚙️ Installation Guide

1. Download the Diagramy add-on package from wpshop.net.
2. In your Perfex CRM admin panel, go to Setup → Modules → Install.
3. Upload the .zip file and click Install.
4. After installation, go to Modules → Diagramy to configure settings.
5. Assign permissions to staff roles for creating and viewing diagrams.
6. Open the Diagramy module, click New Diagram, choose a diagram type (Flowchart, BPMN, Org Chart, etc.).
7. Use the drag-and-drop editor to design your diagram and save it.
8. Link diagrams to projects, departments, or processes inside Perfex CRM for easy access.

---

📜 Licensing Information

Diagramy is distributed by wpshop.net under the GPL (General Public License). Your purchase includes:

• ✅ Lifetime Free Updates – Receive new features, compatibility patches, and security fixes at no extra cost.
• ✅ Limited Email Support – Help with installation, activation, and basic troubleshooting.
• ✅ Open-Source Code – Customize and extend to fit your organization’s workflow.

---

❓ FAQs

Q1: What diagram types does Diagramy support?

It supports BPMN 2.0 process diagrams, flowcharts, organizational charts, mind maps, UML diagrams, ERD, and more.

Q2: Can diagrams be linked to existing Perfex CRM data?

Yes. Org charts and process diagrams can reference staff, departments, and projects inside Perfex CRM.

Q3: Does it support collaboration?

Yes. You can share diagrams with selected team members and control their access permissions.

Q4: Is any third-party tool required?

No. Diagramy runs entirely within Perfex CRM—no external subscriptions needed.

Q5: Are the diagrams exportable?

Yes. You can export diagrams as images or PDF for offline use and reporting.

Q6: Do I get free updates?

Yes. All updates are free under the GPL license provided by wpshop.net.

---

🌟 Why Choose Diagramy?

Diagramy helps organizations visualize, document, and optimize their workflows directly inside Perfex CRM—no switching between tools, no extra costs. It’s secure, collaborative, and fully integrated with your CRM data, making it the perfect choice for businesses that value clarity, efficiency, and continuous improvement.

---

⚡ Start Visualizing Your Processes Today!

Transform the way your team documents workflows and structures. Download Diagramy now and enhance your Perfex CRM with powerful diagrams, BPMN tools, and collaborative visualization.