🚀 Overview

Sales Agent Management is a powerful module for Perfex CRM designed to streamline sales operations. It allows administrators to manage sales agents, track leads, assign opportunities, calculate commissions, and monitor performance. Inspired by real-world sales team workflows, this module enhances productivity, accountability, and transparency in CRM sales processes.

✨ Key Features

• Agent Management: Add, edit, and organize sales agents with roles and permissions.
• Lead Assignment: Assign leads to specific agents and track progress.
• Commission Tracking: Set up commission structures and monitor payouts.
• Performance Reports: Analyze agent performance, sales, and targets.
• Notifications: Alerts for new leads, task updates, and commission milestones.
• Integration: Fully compatible with Perfex CRM core modules for seamless workflow.
• Responsive Design: Accessible on desktop, tablet, and mobile devices.

⚙️ Technical Stack

• Backend: PHP (compatible with Perfex CRM)
• Frontend: HTML5, CSS3, JavaScript
• Database: MySQL / MariaDB
• Server Requirements: Apache/Nginx, PHP 7.4+, Perfex CRM installed, 2GB RAM minimum
• Optional: Email/SMS notifications, analytics dashboard enhancements

🧩 Installation Guide

1. Upload the module files into the modules folder of your Perfex CRM installation.
2. Run any provided database migrations to create necessary tables.
3. Configure module settings via the Perfex CRM admin panel.
4. Assign permissions to users and sales agents.
5. Test lead assignments, commission calculations, and performance tracking before going live.

📦 Deliverables

• Full module source code for Perfex CRM
• Database migration SQL files
• Documentation & installation guide
• GPL license for free use, modification, and redistribution

📱 Supported Platforms

• CRM Platform: Perfex CRM (Web-based)
• Server: Linux or Windows with PHP & MySQL/MariaDB
• Web Browsers: Chrome, Firefox, Edge, Safari
• Mobile: Fully responsive for tablets and smartphones

🧠 Notes

License: GPL – Free to use, modify, and redistribute.

Customization Tips: Add automated commission calculations, multi-level sales reporting, or integration with SMS/email alerts.

SEO Assurance: Semantic HTML ensures CRM dashboards, agent profiles, and reporting sections are indexable and structured for search engines.

👨‍💻 Original Developer Credit

Developed by Original Author / Marketplace.

🔒 Disclaimer

This Perfex CRM module is distributed under the GPL license. Redistribution, modification, and commercial use are permitted under GPL terms. All rights remain with the original developer, and users should credit accordingly.