Perfex CRM Setup and Configuration

Customer: AI | Published: 07.11.2025

I need a clean, fully-functioning installation of Perfex CRM with the core features switched on and ready for daily use. The priority is to have Customer Management, Invoice Management and Project Management configured so I can start adding real data right away. Here’s what I’m expecting: • Fresh install on my VPS or shared hosting (cPanel access available). • Company details, email templates and basic branding inserted. • Customer, invoice and project modules activated, tested and confirmed working end-to-end—including sample clients, sample invoices and a walkthrough of the project dashboard. • User roles/permissions adjusted so my small team can collaborate safely. • Short hand-off session (video or concise doc) explaining where to add customers, raise invoices and manage project milestones. No custom plugins or extra modules are needed at this stage; I just want the out-of-the-box tools set up correctly and running smoothly. If you’ve done Perfex deployments before, especially where the focus is on these three modules, I’d love to get this completed quickly.