Products and services for Perfex CRM

Note: This is a module for Perfex CRM (at least v3.2.1), not a standalone script. Perfex CRM that can be purchased here

Brief description

This module allows you to sell products in perfex using stripe subscriptions or recurring invoices.

Non registered users will be able to purchase/subscribe to product and register

• Customers will be able to order to a product using any available payment gateway with invoices
• Customer will be able to order recurring or one time products using invoices
• Customers will be able to subscribe to a product using stripe subscription.
• Customer will be able to order a subscription without staff manually creating a subscription from the admin dashboard.
• Flexible product grouping to target specific clients
• Admin/staff will be able to create products for subscription or invoices
• Admin/staff will be able to add product for a specific customer only (visible to only that customer)
• Admin/staff will be able to add product for a group of customers only (visible to only customer that belongs to that group only)
• Admin/staff will be able to add product available to all customers
• Admin/staff will be able to choose if the invoice product should be available or not on products page
• Admin/staff will be able to choose if products for subscription should be available or not on products page
• products can be created by staff using stripe plans for a particular customer, customer group or all customers.
• Products can be added for as invoice pproduct.
• See History of customers purchases
• You can collect additional Information for customers eg. Shipping details
• Module view are Customizable withut worrying about updates ( supports for my_prefixed views)

The module also comes with subscription renewal notification emails. The email comes with a template and option to chose when you want to send renewal notification by email. Eg. 7 days before renewal, 1 day, 30 days, 60days etc. which is not in perfex CRM

Add Product for Invoice

Easy client Subscriptions

Add Product for Subscription

Settings

Single Product

Set-up

Requires at least Perfex CRM V2.4.2

Stripe Account to use subscription.

You will do not need any coding skills to set this module up. You will be able to configure it in a few clicks (we do provide documentation for that). we are available to assistance regarding set-up, upon contact request.

Support

If you have any questions, feel free to raise a support ticket at our support area. Guys from the support department will get back to you as soon as possible with a reply.

ChangeLog

1.3.4: 24/12/2024

Add Order History in client profile and customer area
Adjust to use default Perfex CRM register/login page to prevent double registration.

1.3.3

Improve UI for Perfex 3.x.x
Set min required Perfex CRM version to 3.2.0
Minor bug fixes

1.3.2

fixed taxes not added in total

1.3.1

fixed 404 bug
fixed incorrect category shown

1.3.0

Added ability to Sort/Order Groups
 Added action hook to Sort/order products - https://help.perfexcrm.com/action-hooks/
 Added validation to Register modal before submission 
 Added Option to hide Subscription/Invoices group on the client area product groups list
 Fixed total invoice amount bug
 Fixed translation ( day/days )
 Fix Client able to submit without entering required fields

1.2.4

    Minor bug fix
    

1.2.3

    Added Order history
    Added feature to collect information from customer during order/subsribing
    General UI Improvements
    Translation conflict fix
    minor bug fixes
    

1.2.2d

    minor fixes for subscription long description 
    added support for other date format in perfex
    added support for my_prefixed views
    

1.2.2a/b/c

    improved translation
    minor fixes
    fixed more info button redirect
    

1.2.1

    added multiple tax support
    fix duplicate menu
    fix invoice products not deleting
    

1.2.0

    added single and recurring invoices support
    added product groups
    added product links
    added single product page
    added option to disable quantity input
    added option to enable/disable invoice products
    added option to enable/disable subscription products
    added option to enable/disable
    added support for tax
    improved support for not registered users
    

1.1.0

    added email template for subscription renewal notice
    added subscription renewal notification email
    added tracking of subscription renewal email
    added Public url for non registered customers
    

1.0.0 a

    feat: allow html tags in description