Custom modules
New features added as Perfex modules, keeping the core untouched for safe updates.
Make Perfex CRM fit the way your business works
Custom modules, workflows, reports and third-party integrations for Perfex CRM, plus installation, theming, upgrades and bug fixing for your existing setup.
Delivered by our team in Howrah, West Bengal, for clients across India
What's included in our Perfex CRM Customization service
- Perfex CRM installation & setup
- Custom modules
- Workflow & automation changes
- Custom reports & dashboards
- Third-party integrations
- Upgrades & bug fixing
Why choose us for Perfex CRM Customization
Your workflow
Leads, invoices, projects and support tickets adapted to how your team works.
Integrations
Connect Perfex with payment gateways, SMS, WhatsApp, email and accounting tools.
Tools & technologies we use
- Perfex CRM
- CodeIgniter
- PHP
- MySQL
- REST APIs
New project or existing software — we've got you covered
Build from scratch
Have an idea? We plan, design and build it end to end.
- Requirement & scope workshop
- UI/UX design
- Development, testing & launch
Modify & upgrade
Already have an app or website? We extend and improve it.
- New features & integrations
- Bug fixing & performance
- Framework / version upgrades
Support & maintenance
Keep your software secure, fast and up to date.
- Monitoring & backups
- Security updates
- Monthly support plans
How we deliver
Discovery
We understand your goals, users and requirements, then agree scope, timeline and cost.
Design
Wireframes, UI design and technical architecture you review before any code is written.
Build & test
Development in short sprints with regular demos, code reviews and QA testing.
Launch & support
Deployment to your server or cloud, handover, and ongoing maintenance if you need it.
Perfex CRM Customization — frequently asked questions
Will customisations break when Perfex updates?
We build changes as separate modules wherever possible, so core updates stay safe.
Can you move data from our old CRM?
Yes. We can import customers, leads and invoices from spreadsheets or other systems.
Let's discuss your Perfex CRM Customization project
Tell us what you need — a new build or changes to existing software. We reply within one business day with next steps and an estimate.