Products and services for Perfex CRM
Note: This is a module
for Perfex CRM. Not a standalone script. Perfex CRM that can be purchased here
Brief description
This module allows you to sell products in perfex using stripe subscriptions or recurring invoices.
Non registered users will be able to purchase/subscribe to product and register
- Customers will be able to order to a product using any available payment gateway with invoices
- Customer will be able to order recurring or one time products using invoices
- Customers will be able to subscribe to a product using stripe subscription.
- Customer will be able to order a subscription without staff manually creating a subscription
from the admin dashboard. - Flexible product grouping to target specific clients
- Admin/staff will be able to create products for subscription or invoices
- Admin/staff will be able to add product for a specific customer only (visible to only that customer)
- Admin/staff will be able to add product for a group of customers only (visible to only customer that
belongs
to that group only) - Admin/staff will be able to add product available to all customers
- Admin/staff will be able to choose if the invoice product should be available or not on products
page - Admin/staff will be able to choose if products for subscription should be available or not on
products
page - products can be created by staff using stripe plans for a particular customer, customer group or all
customers. - Products can be added for as invoice pproduct.
- See History of customers purchases
- You can collect additional Information for customers eg. Shipping details
- Module view are Customizable withut worrying about updates ( supports for my_prefixed views)
The module also comes with subscription renewal notification emails.
The email comes with a template and option to chose when you want to send renewal notification by email.
Eg. 7 days before renewal, 1 day, 30 days, 60days etc. which is not in perfex CRM
Add Product for Invoice
Easy client Subscriptions
Add Product for Subscription
Settings
Single Product
Set-up
You will do not need any coding skills to set this module up. You will be able to configure it in a
few
clicks (we do provide documentation for that). we are available to assistance regarding set-up, upon
contact
request.
Support
If you have any questions, feel free to raise a support ticket at our
support area.
Guys from the support department will get back to you as soon as possible with a reply.
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 a
feat: allow html tags in description