Release briefing
What’s inside this release
Perfex CRM manages leads, customers, projects and support requests in one self-hosted application. Staff can track tasks and time, prepare estimates and invoices, record expenses and communicate with customers through tickets and proposals.
The main application is separate from the add-ons archive. Install it on its own PHP virtual host rather than inside WordPress, configure the database and administrator account, then review server permissions and scheduled tasks. Add modules only after the core CRM and backup process are verified.
Version track
Recorded upstream factsFeatures and compatibility
- Lead, customer and project management
- Tasks, time tracking and expenses
- Estimates, invoices and payment options
- Support tickets and optional add-ons
- Standalone PHP application
- Separate database and virtual host required
- Optional add-ons installed after the core application
Requirements and runtime
- PHP version8.1 or newer
- Database requirementMySQL with a compatible MySQLi driver
- FrameworkCodeIgniter
- Installation noteInstall on a dedicated virtual host, create a MySQL database and configure cron before adding modules.
Package questions
Can Perfex be uploaded as a WordPress plugin?
No. It is a standalone application and needs its own virtual host, database and administrator setup.
Are the add-ons required for the CRM?
No. Install and verify the main application first, then select only the modules your workflow needs.