Quick Installation & Getting Started Guide For Perfex CRM Codeigniter & All It’s Modules


Quick Installation

1. Configure Database

First download the latest version of Perfex CRM. Login to cPanel and create a brand new database that will be used for Perfex CRM installation.

You can check this tutorial how to setup MySQL database in cPanel if you are not familiar with how to configure a database, if you are not using cPanel the best is to perform few researches how to create database via your active control panel.

  • Login to cPanel by accessing www.yourdomain.com/cpanel and navigate go MySQL Databases, note that this step may vary and in some hosting providers can be different.
  • Create database.
  • Create user and set up user password. (write down the username and the password because needs to be re-used later)
  • Add the user to the database by selecting the database and the username.
  • Make sure you have checked All privileges when adding the user to the database.

2. Upload files to the server

Upload the files to server folder where Perfex CRM will be installed.

  1. Assume that you uploaded the files to “crm” folder, navigate to Eq. http://yourdomain.com/crm/install – Keep in mind that you need to adjust the URL based on where you uploaded the files. If you are installing on subdomain named eq crm you need to access the URL like http://crm.yourdomain.com/install.
  2. If all server requirements passed click Go to Files/Folders Permissions otherwise consult with your hosting provider to fix/enable them.
  3. If all permissions are passed click Setup Database otherwise you need to set 755 permissions for folders and 644 for files.
  4. Enter the database credentials you configured in step 1 (configure database).
  5. Click Check Database and if the database connection is successful you will be passed to the latest step otherwise please re-check your credentials and hostname. (usually, hostname is localhost but you should check with your hosting provider)
  6. Re-check if the base URL is correct – Click here to read more about base URL.
  7. Enter your admin username and password that will be used for login.
  8. Select your timezone – Not recommended changing your timezone after you start using Perfex CRM.
  9. Click Install, if the installation is successful you will see the message Installation Successful.
  10. Delete the installation folder.

3. After Installation Setup

Activate Modules

The default modules that come with the purchase are not activated after installation, if you need any of them, navigate to Setup->Modules to perform activation.

Get Perfex CRM Codeigniter & All Perfex CRM Modules

This pack will include:

  1. Account Planning Module For Perfex CRM
  2. Allinone Support Module For Perfex CRM
  3. Appointly Perfex CRM Appointments
  4. Assets Management Module For Perfex CRM
  5. Call Log Module For Perfex CRM
  6. Custom Javascript Module For Perfex CRM
  7. Custom Sms Email Notifications For Pefex CRM
  8. Custom Task Filters Module For Perfex CRM
  9. Drag And Drop Email Builder For Perfex CRM
  10. Facebook Leads Integration Sync Module For Perfex CRM
  11. Gocardless Payment Gateway For Perfex Crm
  12. Human Resources Management Hr Module For Perfex CRM
  13. Inventory Management For Perfex CRM
  14. Mailbox Webmail Client For Perfex CRM
  15. Okrs Objectives And Key Results For Perfex CRM
  16. Omni Channel Sales For Perfex CRM
  17. Perfex CRM And Telegrambot Chat Module For Perfex CRM
  18. Perfex CRM Customer Feedback Module
  19. Perfex CRM Dark Theme For Perfex CRM
  20. Perfex CRM Employee Chat For Perfex CRM
  21. Perfex CRM Flat Theme For Perfex CRM
  22. Perfex Mercadopago For Perfex CRM
  23. Perfex Shop Ecommerce Module For Perfex CRM Products Services
  24. Perfex CRM Zoom Meeting Module
  25. Purchase Management For Perfex CRM
  26. Razorpay Payment Gateway For Perfex CRM
  27. Recruitment Management For Perfex CRM
  28. Rest Api For Perfex CRM
  29. Sales Commission Program For Perfex CRM
  30. Spreadsheet Online For Perfex CRM
  31. Tasks Bookmark Module For Perfex CRM
  32. Team Password For Perfex CRM
  33. Weboox Convert Perfex CRMTo App Android
  34. Weboox Pro Theme For Perfex CRM
  35. Whatsapp Module For Perfex CRM
  36. Woocommerce Module For Perfex CRM
  37. Wordfex Module For Perfex CRM

Get all these modules at lowest price or get any single module.