PolyUtilities for Perfex CRM

Integrated utility features have been added to Perfex CRM to enhance operations and optimize workflow. These include projects, banners, widgets, a collapsible menu for search and rearrangement, a quick access menu, a custom menu (admin, setup, clients, grouping, popup, multi-level), a data table filter for displaying or reordering columns, an All-in-One support button, custom/embedded JavaScript/CSS, and additional operational functions.

Get It Now

How it works

Banners/ Annoucements Sliders: Create and manage a list of banner sliders. Support for displaying image banners, YouTube iframes, HTML content, article iframes, etc.
Custom menu: Support for creating, editing, deleting, assigning permissions, grouping, and arranging menu lists: sidebar (support 3 levels), setup, clients. Toggle the display of menu items on or off.
Custom Context Menu: Easily create, group, and manage lists of right-click menu items within the working environment of the Perfex CRM system.
Custom Data Table: Customize the display order of data columns. Drag & Drop to rearrange column order in data tables. Admins can reset or lock this feature after arranging the display order of columns.
Widget: For widgets that are temporarily not displayed, you can deselect the Active status without having to delete them.
All-in-one Support: If using SVG icons for the AIO section, remember to include the ‘width’ and ‘height’ attributes to display correctly on Safari.

Optimize Custom Content Display on PerfexCRM with PolyUtilities

Widgets feature in PolyUtilities module of PerfexCRM enables users to easily customize and manage content such as notifications, advertisements, and more in key interface positions. With this feature, users can

26
Jan

Widgets Language Selector for Perfex CRM

Custom Language Selector for PerfexCRM with PolyUtilities

Widgets Language feature in PolyUtilities module allows you to customize display of language options on PerfexCRM system. You can easily configure supported languages and let users select their preferred language

26
Jan

Custom login page for Perfex CRM with effects

Custom Login Page for PerfexCRM with PolyUtilities

PolyUtilities is a module developed to provide customization features for PerfexCRM. One of the most common needs businesses have is personalizing the CRM system’s login page to showcase professionalism and

21
Jan

Perfex CRM: An Open-Source Customer Relationship Management Solution

Perfex CRM is an open-source Customer Relationship Management (CRM) software designed to support small businesses and freelancers in effectively managing their customers, projects, and other business operations. Why Choose Perfex

14
Jan

Custom Data Tables for Perfex CRM with PolyUtilities

In business data management, flexibility and intuitiveness are among the key factors. PolyUtilities, a module designed for Perfex CRM, has been developed to integrate features that allow you to easily

12
Jan

Customizing Menus for Perfex CRM

Are you looking to organize multi-level menus, arrange, or add new custom menus for PerfexCRM? The PolyUtilities module is the most powerful and unique tool currently available that provides comprehensive

04
Jan

Context Menu for Perfex CRM: A Powerful Tool for Quick and Efficient Navigation

Right-click menus, also known as context menus, are powerful tools that make it easier for administrators and staff to quickly access various system features. PerfexCRM is a powerful CRM platform

02
Jan

How do I customize my Perfex CRM?

PerfexCRM is a robust and flexible customer relationship management (CRM) system, specifically designed for small and medium-sized businesses to optimize workflows, manage customers, and enhance business performance. With its user-friendly

28
Dec

PolyDemo for PerfexCRM

PolyDemo module for Perfex CRM supports the creation and management of project module lists, plugins, version history, update information, bug handling, ongoing features, documentation for descriptions and guides, etc., while

14
Dec

Guide to Install and Use PolyWidgets for Perfex CRM

Note: This is an extension utility module for Perfex CRM. You can purchase Perfex CRM at: Demo of PolyWidgets features: Site: ✅ Non-profit organizations, especially those supporting the elderly and

27
Nov

Using Posts as Products for Shopping Cart and Sales in WooCommerce

Utilizing articles as products to add to the shopping cart and sell may not be a common practice on e-commerce sites, but it is a solution worth considering, especially when

10
Nov

Guide to Install and Use PolyTourGuide for Perfex CRM

PolyTourGuide for PerfexCRM is a powerful module that enables users and administrators to effortlessly create and manage step-by-step guides directly within the Perfex CRM system. With PolyTourGuide, administrators can define

06
Nov

PolyUtilities for Perfex CRM

How it works#text-497816741 { font-size: 1.25rem; }

Login

Register

How it works