Perfex CRM modules bundle

Premium modules that bring awesomeness to your Perfex CRM. 7+ modules and counting! This is only a plugin bundles for Perfex CRM and not standalone script→

Modules included in the bundle:

Wallet module with gateway option
Affiliate management with affiliate earnings payment gateway option
Landing page builder
Purchsae Orders
Delivery Notes
Deposit Invoice and Sales Items Customization
Mpesa payment gateway
Pesapal payment gateway
Promo code module

Wallet module

Experience effortless management, mitigate delays, and enhance financial stability within your Perfex CRM ecosystem.

Seamless Wallet Funding: Effortlessly fund your wallet through existing payment gateways, ensuring swift and secure transactions.
Automated Invoice Payment: Say goodbye to manual payments! Enable automatic processing of recurring invoices, ensuring continuous payment through the client’s wallet balance.
Enhanced Security: Safeguard client balances with encryption, preventing unauthorized manipulation and ensuring utmost security.
Tailored Configurations: Customize the module to align with your business requirements, offering adaptable settings for optimal functionality.
Intuitive Interface: Navigate through financial operations effortlessly with our user-friendly interface, simplifying complex tasks.
Transparent Transaction Logging: Gain complete transparency with detailed transaction histories, providing clear insights into cash flow with each transaction accompanied by its respective invoice.
Requery: Ensure no payment is lost by requerying broken transaction right from your Perfex dashboard.
Reversal: auto reversal of payment removed from an invoice paid with the wallet.
Withdraw: when enabled, customers can make withrawal request.

Read the documentation

Affiliate management module

Simple and comprehensive module for affiliate system

Flexible commission type, affiliate can earn either with; Signup only, Every invoice payment , First payment only
Flexible commission system; Percentage and Fixed option
Option to set earnings cap; limit the maximum amount any affiliate can earn.
Set minimum payout
Payment gateway option; affiliate can pay invoices using earning balance

Read the documentation

Landing page builder module

Discover the ultimate Perfex CRM Page Builder, a versatile plugin designed to empower Perfex CRM administrators in building not only captivating landing pages but also other pages and lead forms with unparalleled ease and creativity.

Mpesa payment gateway module

Simplify Invoice Payments and Boost Your Business with M-pesa mobile money !

Purchase Order and Delivery Notes Module

Advance sales module to assist in making Purchase Order and Delivery Notes.

Deposit Invoice and Sales Items Customization

Advance sales item customization allows you to made numbers of customation to sales items table and PDF (i.e estimate and invoices).

Hide columns on invoice/estimate items table and PDF
Title rows/Divider for grouping invoice/estimate items on table and PDF
Deposit invoice allowing creating multiple deposit invoice from a single estimate.

Pesapal payment gateway module

Simplify Invoice Payments and Boost Your Business with Pesapal Payment anywhere anytime !

Are you looking for a seamless payment solution for your Perfex CRM? Look no further! Our Pesapal Payment Gateway plugin is specifically designed to streamline invoice payments, revolutionizing the way you handle transactions and supercharging your business growth.

Pesapal is a successful fintech in Africa, allowing businesses to receive international payments in USD and some other currencies.

With this module, you can receive payment from all supported countries and currencies supported by Pesapal !

Invoice pay popup Invoice pay mobile view

Key Features:

Effortless Invoice Payments: Say goodbye to manual payment processing. With our Pesal Payment Gateway, your clients can conveniently pay their invoices directly from your Perfex CRM platform, saving you time and effort in about 15 different currencies supported by Pesapal.
Comprehensive log: Our module provides you a clear log showing all transaction attempts made through the Pesapal gateway plugin.
Requery: Ensure no payment is lost by requerying broken transaction deu to network right from your Perfex dashboard.
Support for IPN and Webhook callback among others …

Simplify invoice payments, improve customer satisfaction, and take your business to new heights of success. Get the Pesapal Payment Gateway for Perfex CRM now and experience the transformative power of streamlined transactions!

Promo Codes & Discount Module for Perfex CRM with Client Segment Export

Promo Codes & Discount Module for Perfex CRM is a feature-rich extension that enables CRM administrators to create, manage, and track promotional codes for discounts, and export targeted client segments for marketing or reporting purposes in third party marketing tools.

Key Features:

Create Unlimited Promo Codes – Easily create and manage unlimited promotional codes with flexible discount options and settings.
Fixed or Percentage Discounts – Define discount type as a fixed value or a percentage of the total sale amount for each code.
Usage Restrictions – Control how and who can use your promo codes by setting restrictions based on customer registration, min sales item amount, numbers of uses or one-time usage limits. You can also
Apply Discounts to Multiple Sales Items – Promo codes can be applied to Invoices, Subscriptions, Proposals, Estimates, Delivery Notes, and Purchase Orders within Perfex CRM. You can also limit to particual sales item.
Segment-Based Customer Export Tool – Export targeted client lists based on customizable filters like payment records, profile details e.t.c for marketing or reporting purposes.
Detailed Usage History – Track promo code usage and monitor how often each code has been redeemed across your sales documents.
Extendability and Seamless Perfex CRM Integration – Clean and native UI integration, ensuring the module works flawlessly with the latest Perfex CRM core and third-party modules by exposing decent extension hooks points.

Read the documentation

Questions/Support

Perfex from version 3.0.* to latest version is required.
We provide documentation with video illustration covering installation and usage.
We respond to your questions as fast as possible within few hours but can sometimes be up to few days.
We dont provide refund for the extension after purchase, so confirm before purchase.
Any custom work including setup, installation and extension (that might require skilled hours) are not free. You can hire us for this.

View full documentation here

Demo

https://perfex.turnsaas.com Admin panel:
https://perfex.turnsaas.com/admin
Email: admin@admin.com Password: password

Customer panel.
https://perfex.turnsaas.com
Email: customer@customer.com Password: password

Contact us on lutfatusman@gmail.com for support

CHANGE LOG

Version 2.0.8- 05 Nov 2025

Update modules; Wallet, Delivery notes and Purchase order
Add promo code module

Version 2.0.7- 11 Jul 2025

Update Purchase Order and Delivery Note module

version 2.0.6 – 04 Jan. 2025

Update all module to the lastest version

version 2.0.5 – 11 Nov. 2024

Update modules: affiliate management, page builder and custom sales

version 2.0.4 – 21 October 2024

Added Custom sales module update

version 2.0.3 – 23 September 2024

Added affiliate update

version 2.0.2 – 22 September 2024

Update: Deposit invoice and custom sales module

version 2.0.0 – 28 August 2024

Update Purchase Order and Delivery Note module

version 2.0.1 – 06 April 2024

Update Purchase Order module

version 2.0.0 – 16 March 2024

Update Delivery Note and Purchase Order module
Add Deposit Invoice and Custom Sales module

version 1.0.0 – 12 January 2024

Update Wallet and Affiliate module
Added Purchase Order (PO) module
Added Delivery Note (DLV) module

version 0.0.1 – 09 August 2023

First release.