Note: This is a module for Perfex CRM, not a standalone script. This module works best on Perfex CRM version 3.4.0 and later. This module may not work if you are using Perfex CRM as a SaaS service. We recommend testing this module on a staging copy before deploying to your production Perfex instance.

LIVE DEMO

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Username: demo@email.com
Password: QwqF4MMvyJsl

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Florist Shop Management module introduction

OVERVIEW

Florist Shop Management is a comprehensive Perfex CRM module designed specifically for florist businesses. It enables you to manage your entire florist operation from within Perfex CRM, including products, floral arrangements, orders, deliveries, inventory, customer preferences, and detailed reporting. Streamline your day-to-day workflows, keep track of stock levels, and generate invoices directly from orders – all without leaving your CRM.

WHO IS IT FOR?

This Perfex CRM module is ideal for florist businesses and floral service providers operating in the following industries:

Retail Florists – Manage your flower inventory, create arrangements, process orders, and coordinate deliveries from one central location.
Wedding and Event Florists – Track customer preferences, set reminders for recurring occasions, and manage large or custom orders with ease.
Wholesale Flower Suppliers – Monitor stock levels, record purchases, track wastage, and generate inventory valuation reports.
Flower Delivery Services – Assign drivers, manage delivery zones, capture proof of delivery and signatures, and view deliveries on a calendar.
Gift Shops with Floral Offerings – Combine floral products with gift sets and arrangements, and integrate order invoicing with Perfex CRM.
And any other business that sells or delivers floral products and arrangements.

CORE FEATURES

Product Management: Create and manage your flower products with full details including name, SKU, unit price, unit type (stem, bunch, piece, box), stock levels, low-stock thresholds, and seasonal availability.

Arrangement Builder: Build floral arrangements by combining multiple products. Define selling and cost prices, assign categories, and calculate arrangement costs automatically based on component products.

Category Management: Organise your products and arrangements into categories. Support for parent categories allows you to create a hierarchical structure. Default categories such as Roses, Lilies, Tulips, Orchids, Mixed Bouquets, Wedding Flowers, Sympathy Flowers, and Seasonal are created on installation.

Order Management: Create orders for your Perfex CRM clients, add products and arrangements as order items, and track order status through a complete workflow: Draft → Confirmed → Packed → Out for Delivery → Completed (or Cancelled).

Delivery Management: When an order is confirmed, a delivery record is automatically created. Assign staff members to process orders or delivery, update delivery status, and track delivery progress. View all deliveries on a calendar.

Inventory Control: Keep full control of your stock with a complete inventory management system. Record purchases, stock adjustments, and wastage with ease. Track detailed inventory logs and receive low-stock alerts so you never miss a reorder. Inventory levels are automatically updated and deducted when orders are completed, keeping your stock accurate in real time.

Customer Management: Access comprehensive information about each customer including order history, contact information, and reminders, enabling efficient tracking of past orders, and maintenance of organised customer records.

Dashboard and Reporting: Get a quick overview of your florist business from the module dashboard, including today’s deliveries, pending orders, low-stock alerts, and revenue statistics (weekly, monthly, yearly). Generate detailed reports for sales, inventory valuation, delivery performance, and seasonal comparisons. Export reports to CSV or PDF.

Email Notifications: Optionally send email notifications to customers when their order is confirmed, out for delivery, or delivered. Configure notification preferences in the module settings.

More features on the way. Feel free to send through your feature request.

INQUIRIES AND SUPPORT

For any pre-sales inquiries, please use the discussion tab to ask any questions you may have.

If you have purchased this module and require support, please open a support query, and we will be glad to assist you.

For feature requests, please email us on the provided email address on our seller profile.

CHANGELOG

Version 1.0.0 | 30 January 2026

Initial release

Florist Shop Management Module for Perfex CRM