🚀 Overview

Perfex CRM is a robust and flexible open-source Customer Relationship Management (CRM) platform designed to help businesses manage clients, projects, invoices, and tasks efficiently.
It provides an intuitive interface with advanced reporting, automation, and customization options suitable for small to medium enterprises.

Inspired by real-world business workflows, Perfex CRM enhances team collaboration, ensures organized client management, and streamlines billing and project tracking.

✨ Key Features

• Client Management: Store, track, and communicate with clients seamlessly.
• Project Management: Create projects, assign tasks, track milestones, and deadlines.
• Invoice & Billing: Generate invoices, track payments, and manage recurring billing.
• Task & Ticket Management: Assign tasks and support tickets with priority and status updates.
• Reporting & Analytics: Generate detailed reports for clients, projects, finance, and tasks.
• Notifications & Alerts: Real-time updates for invoices, tasks, tickets, and project milestones.
• Custom Fields & Modules: Extend CRM functionality according to business needs.
• Role-Based Access: Control user permissions for secure and organized management.
• Responsive Design: Fully compatible with desktops, tablets, and mobile devices.
• Integration Ready: Connect with third-party APIs and SaaS modules for automation.

⚙️ Technical Stack

• Backend: PHP 7/8, Laravel Framework
• Frontend: HTML5, CSS3, Bootstrap 5, JavaScript, jQuery, AJAX
• Database: MySQL / MariaDB
• Server Requirements: Apache / Nginx with PHP extensions (pdo, mbstring, curl, openssl, zip)
• Optional Services: Email/SMS notifications, Cron jobs for automation, API integrations

🧩 Installation Guide

1. Upload Perfex CRM source code to your server.
2. Create a MySQL database and import the provided SQL file.
3. Configure the config.php or .env file with database credentials and app URL.
4. Run installation script via browser to complete setup.
5. Access the admin panel to configure clients, projects, invoices, and users.

📘 Full installation and customization guide is included.

📦 Deliverables

• ✅ Full Perfex CRM Source Code (GPL Licensed)
• ✅ Admin Panel for Clients, Projects, Invoices, and Tasks
• ✅ SQL Database File
• ✅ Sample Data for Testing
• ✅ Installation & Customization Guide
• ✅ Responsive Frontend Templates

📱 Supported Platforms

• Operating Systems: Linux, Windows, macOS (LAMP/LEMP compatible)
• Devices: Desktop, Tablet, Mobile (responsive design)
• Browsers: Chrome, Firefox, Edge, Safari (latest versions)

🧠 Notes

• License: Distributed under the GNU General Public License (GPL) for educational and non-commercial purposes.
• Customization: Developers can extend modules, modify UI, and integrate with third-party services.
• Security: Use HTTPS, enable role-based access, and perform regular backups to protect data.
• Performance & SEO: Optimized for responsive performance and efficient data handling.

👨‍💻 Original Developer Credit

Developed by CodeCanyon Author. This GPL version is shared for educational and open-source purposes, fully crediting the original developer.

🔒 Disclaimer

This software is not affiliated with or endorsed by the original developer or CodeCanyon.
Distributed under the GNU General Public License (GPL), allowing modification, study, and redistribution for educational and non-commercial purposes.
All trademarks, logos, and brand names remain the property of their respective owners.