Note: ScreenCapture is an add-on module for Perfex CRM. It is not a standalone application and requires Perfex CRM to operate.

Overview

ScreenCapture brings a complete screen capture and visual documentation workflow directly into Perfex CRM. Staff and customers can capture screenshots, record their screens, annotate captured images, upload existing media, and keep everything organized in one centralized workspace.

Capture screenshots from your browser, application windows, or entire screen, then use the built-in editor to add annotations and visual highlights. Screen recordings can be created directly from the CRM and automatically uploaded for later viewing and management.

With support for image and video uploads, date-based organization, media previews, permissions, lazy loading, and infinite scrolling, ScreenCapture provides a practical way to document issues, explain tasks, provide visual feedback, and share important screen content without leaving Perfex CRM.

The module is designed as a plug-and-play Perfex CRM add-on and does not require any modifications to Perfex CRM core files.

Demo

Explore ScreenCapture using the demo accounts below.

Admin Login: https://perfex.codeonstring.com/admin
Email: admin@example.com
Password: 123456789

Staff Login: https://perfex.codeonstring.com/admin
Email: staff@example.com
Password: 123456789

Customer Login: https://perfex.codeonstring.com/login
Email: customerone@example.com
Password: 123456789

Tip: When recording your screen, we recommend opening the recorder in a separate browser tab. This allows you to continue using Perfex CRM while the recording is active.

What You Can Do

Capture Screenshots
Capture your browser tab, application window, or entire screen directly from Perfex CRM.

Record Your Screen
Record screen activity directly from the browser and automatically upload the resulting video to ScreenCapture.

Annotate Screenshots
Open captured screenshots in the built-in editor and add visual information using text, arrows, shapes, highlights, redaction, crop, zoom, and pan tools.

Upload Existing Media
Add existing images and videos from your device to the same media workspace.

Organize Captures
Add titles and descriptions to captures and browse them through a clean gallery organized by date.

Preview & Manage
Open captures in a detailed preview, view file information, download media, and manage captures according to the user’s permissions.

How It Works

Open ScreenCapture from the Perfex CRM interface.
Choose whether you want to capture a screenshot, record your screen, or upload existing media.
Screenshots can be opened directly in the built-in editor for annotation and visual editing.
Screen recordings are automatically uploaded after recording is stopped and saved as captures.
Add a title and description to provide additional context for each capture.
All captures are stored in the ScreenCapture gallery and organized by date.
Open any capture to preview the media and view information such as file size, creation date, and video duration where applicable.
Captures can be shared with selected staff members or customers, or made available to all staff or all customers depending on the configured sharing options.

Image Editor

ScreenCapture includes a built-in image editor designed for quickly explaining and highlighting information in screenshots.

Add text annotations
Draw arrows and shapes
Highlight important areas
Redact sensitive information
Crop captured images
Zoom and pan around the canvas
Undo and redo editing actions
Save the edited capture directly to Perfex CRM

Screen Recording

Record your screen directly from the browser without installing additional desktop software. Select the screen, application window, or browser content you want to share and start recording.

Once recording is stopped, ScreenCapture processes the recording and uploads it automatically. The recording is then available in the media gallery together with its title, description, duration, file size, and thumbnail.

Media Gallery

Keep screenshots, recordings, and uploaded media together in one organized workspace.

Date-based capture grouping
Image and video thumbnails
Lazy-loaded media
Infinite scrolling for large collections
Detailed media preview
File size and other information
Video duration and thumbnail support
Title and description management

Sharing & Permissions

ScreenCapture provides flexible access control so visual information can be shared without giving users unnecessary editing privileges.

Users can manage their own captures.
Shared captures can be assigned to specific staff members or customers.
Captures can be made available to all staff members.
Captures can be made available to all customers.
Shared users receive view access without ownership of the capture.
Administrators can view and manage captures across the system.

Features

Seamless integration with Perfex CRM (v3.1.0 and above)
Capture screenshots from browser tabs, application windows, or the entire screen
Built-in screen recording directly from the browser
Automatic recording upload and media storage
Built-in screenshot annotation and editing tools
Text, arrows, shapes, highlights, and redaction tools
Crop, zoom, pan, undo, and redo support
Upload existing images and videos
Centralized image and video gallery
Date-based media organization
Lazy loading and infinite scrolling for large media collections
Detailed media preview with metadata
Video thumbnails and duration information
Title and description support
Staff and customer sharing
Share captures with all staff or all customers
Owner and viewer permission handling
Admin media management
No paid third-party API required
No Perfex CRM core file modifications
Quick installation and straightforward configuration

Who Is It For?

ScreenCapture is useful for teams that need to communicate visually inside their CRM.

Documenting bugs and issues
Explaining problems to clients
Sharing visual instructions with staff
Recording workflows and demonstrations
Annotating screenshots for support requests
Keeping project-related screenshots and recordings organized

What’s Included

ScreenCapture Module
Documentation
Free lifetime updates
6 months support

Requirements

Perfex CRM version 3.1.0 or higher

Documentation

Complete installation, configuration, and usage instructions are available in the online documentation:

https://perfex.codeonstring.com/screencapture-documentation/

Support

Comprehensive documentation is included with the module. If you need assistance, please contact us at codeonstring@gmail.com.

Change Log

Version 1.0.0
    - Initial Release

ScreenCapture – Screen Capture, Recording & Annotation Module for Perfex CRM