Perfex - Powerful Open Source CRM

Perfex - Powerful Open Source CRM v3.3.0

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Avinash

Avinash

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Avinash submitted a new resource:

Perfex - Powerful Open Source CRM - Perfex CRM is self hosted Customer Relationship Management software that is a great fit

Perfex - Powerful Open Source CRM - CodeCanyon Item for Sale


Perfex CRM is self hosted Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design, Perfex CRM can help you look more professional to your...
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Avinash updated Perfex - Powerful Open Source CRM with a new update entry:

Perfex - Powerful Open Source CRM v3.1.4

Version 3.1.3-3.1.4 - February 18, 2024​

  • Add filter by members to the project table
  • Fix company info not displayed
  • Fix project milestones background not applied
  • Fixed cannot open proposal and estimate from pipeline
  • Fix new lines not applied in the timesheet report note
  • Fix auto importing tickets via IMAP not working
  • Fix some dates not properly formatted
  • Fix item description new lines not applied
  • Fix redirect not working on specific PHP...
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Avinash updated Perfex - Powerful Open Source CRM with a new update entry:

Perfex - Powerful Open Source CRM v3.1.5

v3.1.5 - March 18, 2024
Updated: TinyMCE to v6
Updated: Allow more HTML tags in ticket body content
Fix: Quick Create is not working for leads and tasks
Fix: Search results for knowledge base articles have incorrect links
Fix: Lead activity log shows HTML
Fix: Lead email activity tab shows HTML
Fix: Leads kanban status color not applied
Fix: Registration is not working when Honeypot is enabled
Fix: Delete ticket attachment downloads an empty image placaholder
Minor UI/CSS fixes...
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Avinash updated Perfex - Powerful Open Source CRM with a new update entry:

Perfex - Powerful Open Source CRM v3.1.6

v3.1.6 - April 28, 2024
Add option to auto-convert proposal to invoice after acceptance (customers-related proposals only)
Add an option to disallow non-admin staff to edit tickets and replies messages
Fix tickets content show HTML
Fix modules menu item badge displays HTML
Fix the proposal table not sorting by date created
Fix detailed expenses report not working
Fix admin-related kb articles encoding
Fix TinyMCE not working in modals
Fix delete ticket redirect to invalid link
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Avinash updated Perfex - Powerful Open Source CRM with a new update entry:

Perfex - Powerful Open Source CRM v3.2.0

v3.2.0 - November 5, 2024
NOTE: This version requires minimum PHP 8.1
Add the ability to disable the ticket public form.
Add the ability to search for full invoice/estimate/credit note numbers in a table and global search.
Add a new Stripe iDEAL gateway (module) to comply with the new Stripe API.
Add primary contact, and customer groups to CSV export for customers.
Add project status to project-related email merge fields.
Update Stripe API.
New UI.
New ticket details view.
New...
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Avinash updated Perfex - Powerful Open Source CRM with a new update entry:

Perfex - Powerful Open Source CRM v3.3.0

Version 3.3.0 - April 22, 2025​

  • Added OpenAI module
  • Added “Summarize ticket with AI” feature
  • Added “Suggest ticket reply with AI” feature
  • Added fine-tuning support using the knowledge base and predefined replies with OpenAI
  • Added ability to enhance ticket reply tone (formal, polite, friendly)
  • Added ability to enhance knowledge base text (formal, polite, friendly)
  • Updated to the latest Stripe API...
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