Assets Management & Asset Tracking module for Perfex CRM - 1

Latest Release ⚡

NEW – Dashboard & Analytics
NEW – Check-in/Check-out
NEW – Reservations
NEW – Transfers
NEW – Reports (PDF, Excel, CSV)
NEW – Bulk Import
NEW – Audit Log
NEW – Webhooks
NEW – Custom Fields
NEW – Project Integration
NEW – Smart Notifications
NEW – Recurring Maintenance
NEW – QR & Barcode Support
NEW – Asset Expenses
NEW – Insurance & EOL Tracking

Track, Organise, and Manage Company and Customer Assets – Without the Spreadsheet Chaos

Your laptops, furniture, vehicles, and equipment deserve better than a messy Excel file. The Assets Management Module turns Perfex CRM into your single source of truth for everything you own – who has it, where it is, when it needs maintenance, and what it’s worth. All inside the dashboard you already use.

✅ Create assets in seconds – name, code, category, price, warranty, depreciation. Assign to staff or customers. Add images. Generate QR codes for physical audits. No more guessing who has the projector or when that laptop warranty expires.

✅ Allocate and revoke with one click. Track allocations and revocations in real time. Get automatic notifications when assets are assigned or returned. Know exactly who has what – always.

✅ Check-in/Check-out for temporary use – loan a laptop for a trip, a projector for a meeting. Set expected return dates. Get overdue alerts when items aren’t back. Record condition at return. Perfect for shared equipment.

✅ Reserve in advance – book assets for future dates. Approval workflow keeps things under control. No double-booking. Calendar view shows availability at a glance.

✅ Transfer between locations – moving offices? Reorganising departments? Track every move from initiation to completion. Full audit trail.

✅ Maintenance scheduling – preventive, corrective, inspection. Set recurring intervals. Track costs and vendors. Get reminders 7 days before maintenance is due. Never miss a service again.

✅ Depreciation & reports – export to PDF, Excel, or CSV. Assets list, depreciation report, maintenance history, checkout log, audit trail, utilisation stats. Hand everything to accounting or auditors in one click.

✅ Bulk import – hundreds of assets? Upload a CSV. Groups, units, and locations are created automatically. Get up and running fast.

✅ Webhooks – sync with Zapier, Make, or your own systems. 20+ events: asset created, allocated, checked out, warranty expiring, maintenance due, overdue checkout. Integrate without coding.

✅ Client portal – customers see their allocated assets in the client area. Control visibility per contact. Professional and transparent.

The recorded videocast contains visuals using Perfex CRM Flat Admin Theme. You can use the live demo button to see it working under a factory-state Perfex Installation.

Included Functions

Assets Management Module contains the following functionality:

✅ Create assets (editing, removing)
✅ Create customer-based assets, corporate-only assets, and mixed ones
✅ Allocate assets to staff members
✅ Revoke an asset
✅ Add additional assets to existing asset
✅ Transfer assets between users
✅ Check-in/Check-out (temporary loans with return dates)
✅ Reservations (book assets in advance, approval workflow)
✅ Transfers between locations and departments
✅ Report an asset loss
✅ Report an asset as broken
✅ Liquidation record of an asset
✅ Warranty record of an asset
✅ Maintenance scheduling (preventive, corrective, recurring)
✅ Allocated assets list
✅ Revoked assets list
✅ Depreciation tracking and reports
✅ Dashboard with KPIs, charts, quick actions
✅ Reports – PDF, Excel, CSV (assets, depreciation, maintenance, checkout, audit, utilisation)
✅ Bulk import from CSV
✅ Audit log (full activity trail)
✅ Webhooks (20+ events)
✅ Custom fields (extend asset data)
✅ Project integration (assign assets to projects)
✅ Smart notifications (warranty expiry, maintenance due, overdue checkouts)
✅ QR codes and barcodes
✅ Asset expenses tracking
✅ Insurance expiry and expected end-of-life tracking
✅ Ability to separate assets by units, asset groups, and asset locations (listing as well)
✅ Ability to add images to your assets (publicly accessible, through changeable constant for uploadsdir)

Complete Feature Overview

Core
- Create, edit, remove assets
- Customer-based, corporate-only, mixed assets
- Asset groups, units, locations
- Images, QR codes, barcodes
- Manufacturer, model, serial
- Warranty, insurance, expected end-of-life

Allocation & Assignment
- Allocate to staff
- Revoke assets
- Add additional quantity
- Transfer between users
- Check-in/Check-out (temporary loans)
- Reservations (book in advance)
- Transfers between locations/departments

Lifecycle & Maintenance
- Report lost, report broken
- Liquidation, warranty records
- Maintenance scheduling (preventive, corrective)
- Recurring maintenance
- Asset expenses tracking

Reports & Export
- Dashboard with KPIs
- Assets, depreciation, maintenance reports
- Checkout, audit, utilisation reports
- Export PDF, Excel, CSV
- Bulk import from CSV

Integrations
- Webhooks (20+ events)
- Project integration
- Custom fields
- Client portal (view allocated assets)

Automation
- Smart notifications
- Warranty expiry alerts
- Maintenance due reminders
- Overdue checkout alerts
- Audit log (full activity trail)

Demo & Documentation Website

Assets Management & Asset Tracking module for Perfex CRM - 3

Feel free to check out our live demo, which contains the Assets Management module in production (sample Perfex CRM install).

Keep in mind that demo resets every hour (first fifth minute of the hour :05).

Click here to try Assets Management Module admin demo

Username: demo@themesic.com
Password: 456654

Click here to try Assets Management Module customer demo

Username: client@themesic.com
Password: 456654

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Documentation & Support

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware of how to do it. Our support team is always around to help. Feel free to raise a support ticket at our support area. The support department will get back to you as soon as possible with a reply, guiding you through any issues.

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Version 1.3.0

- Added: assign assets to customers and their contacts, not just staff (allocation & check-out)
- Code improvements

Version 1.2.0

- Dashboard with KPIs, charts, quick actions
- Check-in/Check-out (temporary loans, overdue alerts)
- Reservations (book in advance, approval workflow)
- Transfers between locations and departments
- Reports – PDF, Excel, CSV (assets, depreciation, maintenance, checkout, audit, utilisation)
- Bulk import from CSV
- Audit log (full activity trail)
- Webhooks (20+ events)
- Custom fields
- Project integration (assign assets to projects)
- Smart notifications (warranty, maintenance, overdue checkouts)
- Recurring maintenance scheduling
- QR codes and barcodes
- Asset expenses tracking
- Insurance expiry and expected end-of-life tracking
- Manufacturer, model number fields

Version 1.1.0c

- Minor fix for 'Report Broken' option, for the latest version of Perfex CRM core

Version 1.1.0b

- Minor fix for 'Visible to client' option

Version 1.1.0

- Support for assets images
- Support for customer-based assets, corporate-only assets, and mixed-assigned assets (customers + corporate)
- Customers can browse their assets in the client area
- Added 'Assets' in permission view of every contact, to control asset visibility per contact

Version 1.0b

- Fix for provider's relationship during allocation
- Minor language pack edit
- Minimum PHP version required: 7.4

Version 1.0a

- Addressed/corrected preview bug related to attachments
- Added Dutch language pack (thanks to Mark Metroid)

Version 1.0

- Initial version
- Create, edit, remove assets
- Allocate and revoke assets to staff
- Add additional assets, transfer between users
- Report lost, report broken, liquidation, warranty records
- Allocated, revoked, depreciation lists
- Asset groups, units, locations
- Images support (configurable upload directory)