Products and services for Perfex CRM

Free Download Products and services for Perfex CRM

Byadmin
Note:This is an moduleFor Perfex CRM. Not a standalone script. Perfex CRM available for purchasehere

Brief description; introduction

This module allows you to sell products on perfex using strip subscriptions or recurring invoices.

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

  • Customers will be able to order products using any available payment gateway with invoice
  • Customers will be able to order recurring or one-time products using invoices
  • Customers will be able to subscribe to products using Stripe Subscriptions.
  • Customers can order subscriptions without the need for employees to manually create subscriptions from the admin dashboard.
  • Flexible product grouping for specific customers
  • Admins/staff will be able to create products for subscriptions or invoices
  • Admin/staff will only be able to add products for a specific customer (only visible to that customer)
  • Admins/staff will only be able to add products for a group of customers (only visible to customers who belong to that group)
  • Admin/staff will be able to add products available to all customers
  • Admin/staff will be able to choose whether the invoice product should be available on the product page
  • Admins/staff will be able to choose whether subscription products are available on the product page
  • Employees can use a strip plan to create products for specific customers, groups of customers, or all customers.
  • Products can be added as invoice products.
  • View customer purchase history
  • You can collect additional information for your customers eg. Shipping Details
  • Module views are customizable without worrying about updating (supports my prefix view)

The module also comes with subscription renewal notification emails. The email comes with a template and options to choose when to email renewal notifications. For example.7 days, 1 day, 30 days, 60 days, etc. before renewal not in perfex CRM

Add products to invoice

Simple customer subscription

Add products to subscription

Settings

Single product

Set-up

  • Requires at least Perfex CRM V2.4.2
  • Use a subscribed Stripe account.

    • You don’t need any coding skills to set up this module. You can configure it with just a few clicks (we do have documentation for this).Upon contact request, we can provide assistance with setup.

    Support

    If you have any questions, please feel free to submit a support ticket on our websiteSupport area. Someone from Support will get back to you as soon as possible.

    ChangeLog

    1.3.2

    fixed taxes not added in total

    1.3.1

    fixed 404 bug
fixed incorrect category shown

    1.3.0

    Added 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

        feat: allow html tags in description

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