PerfexPopup – Popups builder for PerfexCRM

Description

PerfexPopup – Popups Builder for PerfexCRM

PerfexPopup is a powerful drag-and-drop popups builder designed specifically for Perfex CRM. Create targeted modals, slide-ins, bars, and full-screen announcements for leads, customers, staff, and prospects—without writing code. Trigger popups on exit-intent, scroll, time delay, page rules, user role, pipeline stage, or UTM and capture more leads directly inside Perfex. Distributed by wpshop.net under the GPL license with lifetime free updates and limited email support.

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✨ Feature Highlights

• 🧩 Native Perfex Integration – Works inside Perfex CRM (no external JS), with CRM fields, leads, and permissions.
• 🖱️ Drag-and-Drop Builder – Build modals, slide-ins, sticky bars, and full-screen takeovers in minutes.
• 🎯 Advanced Targeting – Target by contact/lead status, staff role, pipeline, tags, country, device, UTM, and more.
• ⏱️ Smart Triggers – Time delay, exit-intent, scroll depth, on-click, frequency capping, and session rules.
• 📝 Lead & Form Capture – One-click mapping to Perfex lead fields; auto-assign source, tags, responsible staff.
• 📣 Announcements & NPS – Push updates, maintenance notices, surveys/NPS, upsell/cross-sell messages.
• 📊 Analytics & A/B Tests – View impressions, conversions, and run split tests to improve opt-in rates.
• 🛡️ Consent & Compliance – GDPR-ready consent checkboxes, privacy links, and data retention controls.

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📖 Detailed Overview

PerfexPopup brings enterprise-grade, marketing-ready popups into your CRM. Instead of bolting on a website-only popup script, you design and target experiences where your team and contacts already are—proposals, invoices, knowledge base, client portal, calendar, support area, and more. Choose a layout, drop in fields (name, email, phone, custom fields), add images or video, and publish with a click.

Every submission feeds your Perfex leads, logging the source, campaign, UTM, and owner so sales can follow up immediately. Use audience rules to show onboarding tips to new clients, renewal reminders to contracts approaching expiry, or upsell offers to active customers. Run A/B tests, view funnel metrics, and iterate—no developers required.

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📊 Comparison Table

Capability	PerfexPopup	Generic Website Popup Tools
Perfex CRM Data Binding	✔ Native lead/field mapping, tags, owner	✖ Requires zaps/webhooks & custom mapping
Targeting by CRM Context	✔ Role, pipeline, module, client portal	✖ Limited to URL/device rules
Deployment	✔ One module; no external scripts	✖ External JS, cookies, and iframes
A/B Testing & Stats	✔ Built-in views, CTR, conversion	✖ Higher-tier paid features
Cost & Licensing	✔ 100% GPL, lifetime free updates	✖ Recurring SaaS fees

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⚙️ Installation Guide

1. Download the PerfexPopup module ZIP from your wpshop.net account.
2. In Perfex CRM, go to Setup → Modules and click Upload Module. Select the ZIP and upload.
3. Activate the module, then navigate to Setup → Staff Roles and grant popup builder permissions to the right roles.
4. Open Marketing → PerfexPopup and click Create Popup. Choose a template (modal/slide-in/bar/full-screen).
5. Use the drag-and-drop editor to add text, images, form fields, buttons, and consent checkboxes.
6. Configure Triggers (time delay/exit/scroll/on-click) and Targeting (pages, modules, roles, UTM, device).
7. Map form fields to Perfex lead fields, set tags/owner, and enable email notifications if desired.
8. Click Publish and test on the intended pages (client portal, proposals, invoices, KB, etc.).

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📜 Licensing Information

PerfexPopup is distributed under the GNU General Public License (GPL). With wpshop.net, you receive:

• 🔄 Lifetime free updates to maintain compatibility with new Perfex CRM releases.
• 📧 Limited email support for installation and essential troubleshooting.
• 🧩 Developer-friendly source for extending templates, triggers, and integrations.

Note: Custom feature development, advanced analytics integrations, or bespoke designs are not included in standard support.

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❓ FAQs

Q1: Where can I show popups inside Perfex?

Target client portal pages, proposals, invoices, estimates, knowledge base, support, calendar, or custom pages using page and module rules.

Q2: Can I capture leads directly to Perfex?

Yes. Map fields to Perfex lead fields, auto-tag submissions, assign owners, and trigger notifications immediately.

Q3: Does it support exit-intent and frequency capping?

Yes. Use exit-intent, scroll depth, time delay, and on-click triggers with frequency/time-window caps to prevent over-showing.

Q4: Can I run A/B tests?

Absolutely. Duplicate a popup, vary copy/design/trigger, and compare views, CTR, and conversion in the built-in reports.

Q5: Is it GDPR-friendly?

Yes. Add consent checkboxes, link your privacy policy, and control data retention settings inside Perfex.

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🌟 Why Choose PerfexPopup – Popups Builder for PerfexCRM?

PerfexPopup gives you marketing-grade popups where they matter most—inside your CRM and client portal—unlocking higher conversions, cleaner data, and faster campaigns. With native lead mapping, granular targeting, smart triggers, analytics, and A/B testing, you iterate faster and sell more—no code required. Backed by GPL licensing, lifetime free updates, and limited email support from wpshop.net, it’s the smartest way to engage users in Perfex.

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Turn Perfex into a conversion engine today! Download PerfexPopup – Popups Builder for PerfexCRM from wpshop.net and launch targeted modals, bars, and slide-ins in minutes. Buy now and start converting more leads!