Description
๐ Perfex CRM Chat โ Internal Chat Module for Perfex CRM
Perfex CRM Chat is a seamless internal chat module designed to integrate with Perfex CRM, providing real-time private and group messaging for team collaboration.
Ideal for companies and agencies using Perfex CRM, this GPL-ready module is fully customizable and enhances communication within your organization.
๐ Overview
Purpose: Facilitate team communication directly within Perfex CRM through real-time chat, improving productivity and project coordination.
Real-world use: Businesses, agencies, and CRM users can collaborate efficiently without external messaging apps, ensuring secure internal communication.
Target users: Perfex CRM administrators, team members, developers, and organizations seeking a GPL-ready internal chat module for their CRM system.
โจ Key Features
- Private Messaging: Send secure one-on-one messages between team members.
- Group Chat: Create group conversations for teams or project-specific discussions.
- Real-Time Updates: AJAX-based live chat updates within Perfex CRM without page reloads.
- Notifications: Instant notifications for new messages, mentions, or group updates.
- User Management: Admin can manage access, block users, or monitor chat activity.
- Responsive UI: Works on desktop, tablet, and mobile devices within Perfex CRM.
- Customizable Appearance: Adjust themes, colors, and layout to match your CRM branding.
- Message History: Persistent storage of chat history with search and retrieval capabilities.
- GPL Licensed: Open-source for customization, redistribution, and integration.
โ๏ธ Technical Stack
- Backend: PHP 7.x / 8.x integrated with Perfex CRM
- Frontend: HTML5, CSS3, Bootstrap 5, JavaScript, jQuery
- Database: MySQL / MariaDB
- Server: Apache / Nginx with PHP-FPM
- Real-time Updates: AJAX polling; optional WebSocket support for enhanced performance
Server Requirements: PHP extensions: mbstring, mysqli, json, session, curl; SSL recommended for secure messaging.
๐งฉ Installation Guide
- Upload the Perfex CRM Chat module files into your existing Perfex CRM installation.
- Import
perfex_chat.sqlinto your CRM database. - Update
config.phpor module settings with database credentials if required. - Ensure folder permissions for
/uploadsand/logsare properly set. - Activate the chat module from the Perfex CRM admin panel.
- Test private and group chat functionality within the CRM environment.
๐ฆ Deliverables
- PHP chat module source code (GPL licensed)
- Private and group messaging functionality
- Admin panel for managing users and chat settings
- Database schema & sample data
- Responsive frontend integrated into Perfex CRM
- AJAX real-time message updates
- Installation and configuration guide
๐ฑ Supported Platforms
Server OS: Linux, macOS, Windows (XAMPP/WAMP)
Client Access: Desktop, tablet, and mobile browsers; fully integrated within Perfex CRM UI.
๐ง Notes
License: GPL โ Free to modify and redistribute under license terms with proper credit.
- Enhances team communication directly inside Perfex CRM without external tools.
- Ensure compliance with company privacy and data security policies.
- Maintain author credits when redistributing.
Customization Tips:
- Modify chat UI, notifications, or user permissions via
app/Controllersandresources/views. - Add WebSocket or Pusher integration for fully real-time performance.
- Extend chat modules with file sharing, emojis, or message search as needed.
SEO & SaaS Assurance: Fully integrated within Perfex CRM with modular structure, enabling SaaS or multi-client deployment.
๐จโ๐ป Original Developer Credit
This GPL release is based on the original Perfex CRM Chat developed by its author(s) for integration with Perfex CRM.
Proper attribution ensures transparency and respect for the original work.
๐ Disclaimer
GPL Redistribution Notice: Distributed under GNU GPL for development, educational, and open-source purposes. Not affiliated with or endorsed by the original developer. Users are responsible for complying with internal communication policies and data privacy regulations.
โ E-E-A-T Compliance (Experience โข Expertise โข Authoritativeness โข Trustworthiness)
Experience: Built for real-world CRM users to enhance internal team communication and collaboration.
Expertise: Developed with PHP and AJAX integration for Perfex CRM, providing secure and maintainable messaging functionality.
Authoritativeness: Original developer credited to ensure authenticity and transparency.
Trustworthiness: GPL licensing ensures legal redistribution; detailed installation and operational guidance emphasizes compliance, security, and best practices.

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