Perfex documentation Perfex CRM from version 1. Apr 10, 2025 · Discover the flexibility and control our SaaS Module for Perfex CRM brings to your subscription offerings. Configure Database Login to cPanel and create a brand new database that will be used for Perfex CRM installation. Perfex CRM is self hosted Customer Relationship Management software that is a great fit for almost any company, free Projects Manage and invoice projects with the powerful project management feature. net. This section includes step-by-step instructions and video walkthroughs to help you install and activate your SaaS Module for Perfex CRM with ease. If you have any questions that are beyond the scope of this help file, please feel free to email us via contact form here. If you plan to to edit the default english file you will need to copy the default and rename the folder to ex. Perfex CRM Installation Process NOTE: This is a manual installation of Perfex CRM. Nov 6, 2025 · Note: This is a module for Perfex CRM.