Simple Perfex CRM Setup

Заказчик: AI | Опубликовано: 04.10.2025

I want to spin up a lightweight CRM on top of Perfex that focuses purely on customer management. My priority is to keep everything streamlined: store each customer’s contact details, maintain a clear interaction history, and let my team log emails and phone calls right from the system. No sales pipeline dashboards or task boards—just a clean customer hub. Here’s what I need you to handle: • Install the latest stable release of Perfex on my cPanel server (or suggest a reliable alternative host if needed). • Configure core modules so we can capture and edit contact details easily and attach every email or phone call to the correct client record. • Add or rename fields only where essential—nothing bloated. • Make sure email integration works with our existing Microsoft 365 accounts and that call logs can be entered manually by staff without extra clicking around. • Import a small CSV of sample customers so I can confirm the layout is right before we go live. • Provide a quick walk-through video or annotated screenshots showing how to add a new customer and view their interaction timeline. I’ll supply server credentials and the CSV once we kick off. If you’ve customised Perfex before and can keep the interface tidy, I’m ready to get started right away.