Products and services for Perfex CRM | Latest Version 1.3.4

Note: This is a module for Perfex CRM (at least v3.2.1), not a standalone script. Perfex CRM that can be purchased here

Brief description

This module allows you to sell products in perfex using stripe subscriptions or recurring invoices.
 

Non registered users will be able to purchase/subscribe to product and register

• Customers will be able to order to a product using any available payment gateway with invoices
• Customer will be able to order recurring or one time products using invoices
• Customers will be able to subscribe to a product using stripe subscription.
• Customer will be able to order a subscription without staff manually creating a subscription from the admin dashboard.
• Flexible product grouping to target specific clients
• Admin/staff will be able to create products for subscription or invoices
• Admin/staff will be able to add product for a specific customer only (visible to only that customer)
• Admin/staff will be able to add product for a group of customers only (visible to only customer that belongs to that group only)
• Admin/staff will be able to add product available to all customers
• Admin/staff will be able to choose if the invoice product should be available or not on products page
• Admin/staff will be able to choose if products for subscription should be available or not on products page
• products can be created by staff using stripe plans for a particular customer, customer group or all customers.
• Products can be added for as invoice pproduct.
• See History of customers purchases
• You can collect additional Information for customers eg. Shipping details
• Module view are Customizable withut worrying about updates ( supports for my_prefixed views)

The module also comes with subscription renewal notification emails. The email comes with a template and option to chose when you want to send renewal notification by email. Eg. 7 days before renewal, 1 day, 30 days, 60days etc. which is not in perfex CRMAdd Product for Invoice

Easy client Subscriptions

Add Product for Subscription

Settings

Single Product

Set-up

• Requires at least Perfex CRM V2.4.2
• Stripe Account to use subscription.

You will do not need any coding skills to set this module up. You will be able to configure it in a few clicks (we do provide documentation for that). we are available to assistance regarding set-up, upon contact request.

Support

If you have any questions, feel free to raise a support ticket at our support area. Guys from the support department will get back to you as soon as possible with a reply.

ChangeLog

1.3.4: 24/12/2024Add Order History in client profile and customer area Adjust to use default Perfex CRM register/login page to prevent double registration. 1.3.3Improve UI for Perfex 3.x.x Set min required Perfex CRM version to 3.2.0 Minor bug fixes 1.3.2fixed taxes not added in total 1.3.1fixed 404 bug fixed incorrect category shown 1.3.0Added ability to Sort/Order Groups Added action hook to Sort/order products - https://help.perfexcrm.com/action-hooks/ Added validation to Register modal before submission Added Option to hide Subscription/Invoices group on the client area product groups list Fixed total invoice amount bug Fixed translation ( day/days ) Fix Client able to submit without entering required fields 1.2.4    Minor bug fix    1.2.3    Added Order history    Added feature to collect information from customer during order/subsribing    General UI Improvements    Translation conflict fix    minor bug fixes    1.2.2d    minor fixes for subscription long description    added support for other date format in perfex    added support for my_prefixed views    1.2.2a/b/c    improved translation    minor fixes    fixed more info button redirect    1.2.1    added multiple tax support    fix duplicate menu    fix invoice products not deleting    1.2.0    added single and recurring invoices support    added product groups    added product links    added single product page    added option to disable quantity input    added option to enable/disable invoice products    added option to enable/disable subscription products    added option to enable/disable    added support for tax    improved support for not registered users    1.1.0    added email template for subscription renewal notice    added subscription renewal notification email    added tracking of subscription renewal email    added Public url for non registered customers    1.0.0 a    feat: allow html tags in description