Description
Idea Hub Module for Perfex CRM
Idea Hub is a dynamic innovation and feedback module designed for Perfex CRM. It empowers businesses to collect, organize, and manage customer and team ideas directly within the CRM. Whether it’s for new product suggestions, service improvements, or internal innovation, the Idea Hub module makes capturing and prioritizing ideas seamless. Distributed by wpshop.net under the GPL license, this module comes with lifetime free updates and limited email support.
🚀 Feature Highlights
- 💡 Centralized Idea Management – Collect and manage all ideas in one organized hub within Perfex CRM.
- 👥 Customer & Staff Submissions – Allow both customers and team members to submit and vote on ideas.
- 📊 Voting & Ranking System – Let users upvote or downvote ideas to identify the most impactful suggestions.
- 📂 Category & Tagging – Organize ideas by department, category, or project for easy filtering and tracking.
- 📈 Status Tracking – Mark ideas as “Under Review,” “Planned,” “In Progress,” or “Implemented.”
- 🔔 Notifications & Updates – Notify contributors about status changes or feedback from admins.
- 📝 Commenting System – Facilitate discussion threads for more context on each idea.
- 🌍 Multi-Language Support – Provide localized experience for global teams and customers.
- ♻️ Lifetime Free Updates – Stay aligned with Perfex CRM’s latest versions and new features.
📖 Detailed Overview
The Idea Hub Module transforms your Perfex CRM into a collaborative innovation platform. It streamlines how organizations capture customer feedback, evaluate suggestions, and drive continuous improvement. Customers and employees can submit new ideas, vote on them, and engage in discussions—helping you identify trends and prioritize the best solutions.
Admins can categorize and track each idea’s progress with status indicators and communicate updates via notifications. The built-in voting and ranking system ensures that the most valuable ideas rise to the top, while the commenting feature allows deeper discussion for refinement and implementation planning.
📊 Comparison Table
Feature | Idea Hub Module | Generic Feedback Forms |
---|---|---|
Integrated with Perfex CRM | ✅ Seamless integration | ❌ Requires third-party tools |
Voting & Ranking | ✅ Built-in upvote/downvote system | ❌ No prioritization tools |
Status Tracking | ✅ Customizable status stages | ❌ Lacks idea lifecycle management |
Comments & Collaboration | ✅ Inline discussions | ❌ Basic text input only |
Customer Participation | ✅ CRM client portal support | ❌ Often limited or external |
License & Updates | ✅ GPL + Lifetime Free Updates | ❌ Usually subscription-based |
⚙️ Installation Guide
- Download the Idea Hub module package from wpshop.net and extract it.
- Upload the extracted folder to your Perfex CRM
/modules
directory on the server. - Login as Admin in Perfex CRM and navigate to Setup → Modules.
- Locate Idea Hub in the modules list and click Install.
- After installation, go to Setup → Idea Hub Settings to configure categories, statuses, and permissions.
- Enable the module for your staff and customer roles in Roles & Permissions.
- Create custom email/SMS notifications (if applicable) for idea submissions and updates.
- Test the module by submitting a sample idea and verifying the voting and status tracking workflows.
📜 Licensing Information
Idea Hub Module for Perfex CRM is distributed by wpshop.net under the GPL (General Public License). Your purchase includes:
- ✅ Lifetime Free Updates – Stay current with Perfex CRM versions and feature upgrades.
- ✅ Limited Email Support – Assistance with installation and initial configuration.
- ✅ Verified GPL Code – 100% open-source and customizable to suit your company’s needs.
❓ FAQs
Q1: Can customers submit ideas through the client portal?
Yes. Customers logged into their client portal can submit, comment on, and vote for ideas directly.
Q2: Is the voting system customizable?
Yes. You can enable or disable voting, adjust who can vote, and view rankings by most popular ideas.
Q3: Can we set different statuses for ideas?
Absolutely. Admins can define custom status stages like “Under Review,” “In Development,” and “Implemented.”
Q4: Does Idea Hub support notifications?
Yes. Notifications can be sent to both customers and staff when ideas are submitted or status changes occur.
Q5: Is the module compatible with the latest Perfex CRM version?
Yes. The module is updated regularly to stay compatible with new Perfex CRM releases.
Q6: Are future updates free?
Yes. You’ll receive lifetime free updates as part of your GPL license from wpshop.net.
🌟 Why Choose Idea Hub?
Idea Hub transforms your Perfex CRM into a powerful innovation platform. By engaging customers and employees in collaborative idea sharing, voting, and discussions, you can identify high-impact opportunities, prioritize development, and strengthen relationships. With GPL licensing, lifetime updates, and intuitive tools, it’s the perfect solution to foster continuous improvement in your business.
⚡ Start Capturing Valuable Ideas Today!
Enhance your CRM with a structured and collaborative feedback system. Download the Idea Hub Module now and transform suggestions into actionable growth strategies!
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