CodeCanyon setup · PHP Scripts
How to set up Perfex CRM
Perfex CRM is a self-hosted PHP system for leads, clients, proposals, projects and invoicing. It can bring a service team’s pipeline into one place. Test a real workflow from enquiry to invoice before importing the whole database.
Set up and test the first workflow
Prepare HTTPS and an empty database
Check the current Perfex server requirements for your package. Choose a CRM subdomain, create a new database and give its dedicated database user access to that database. Take a backup before touching an existing CRM.
Run the official web installer
Upload the purchased files to the intended CRM directory and open /install at that location. Resolve the installer’s checks, supply the database settings and create the administrator. Follow the author’s instruction to remove the installation folder after a successful setup.
Configure a small test workflow
Set the company profile, currency, lead stages and staff permissions. Activate only the modules you need. Configure SMTP and scheduled jobs using the help centre. Test an enquiry, proposal and invoice with sample records before inviting staff.
Brand it for your business
TechCSC can set up the CRM domain and company branding, adapt proposal and invoice templates, configure email and help map lead ownership. We can clean and import approved client data in stages and review role visibility with the team.
Keep an export of the original data, confirm ownership of the hosting and email accounts, and document all template and module changes. Test updates on a copy before changing a live CRM.
Troubleshooting and buying questions
Does a Perfex update fix a PHP runtime security issue?
In one public thread the author distinguished PHP runtime advisories from Perfex updates. Check the advisory against the PHP version on your server and confirm the target runtime is supported by your Perfex release and modules. Test upgrades and backups on staging.
Why does the CRM return 404 after installation?
Perfex has a dedicated help article on this symptom. Start by confirming the URL path, rewrite support and the host’s configuration. If the installer works but normal routes fail, share the failing path and server type through our enquiry form.
How should I report a possible data-loss issue?
A buyer reported a suspected lead-deletion issue and the author directed them to its support portal. Avoid repeating a destructive operation on production. Preserve backups and provide the exact version and a redacted reproduction in a private support case.
Get setup or troubleshooting help
Tell us your product version, intended workflow, hosting setup and what is failing. A redacted error or screenshot helps us scope the work. Keep passwords and purchase codes private.
Send a setup enquiry ↗ · WhatsApp TechCSC ↗ · admin@techcsc.com
