Curriculum

Complete A-Z course on installing and using Perfex CRM: 33 Lessons, 7 sections, Total Duration: 148 minutes.

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  • Introduction to Perfex CRM
  • 1.1 Guide to buying official Perfex CRM
    1 minutes

  • 2.1 Getting familiar with the Perfex CRM interface
    8 minutes
  • 2.2 Add new employee user account
    4 minutes
  • 2.3.1 Guide to setting up the Leads section – P1
    10 minutes
  • 2.3.2 Guide to setting up the Leads section – Part 2
    11 minutes
  • 2.3.3 Set up custom fields for invoices – P1
    3 minutes
  • 2.3.4 Setting up custom fields for invoices – P2
    4 minutes
  • 2.4 Guide to setting up the ticket support section
    4 minutes
  • 2.5 Guide to the financial settings section
    3 minutes
  • 2.6 Guide to setting up the Email template section
    11 minutes
  • 2.7 Expansion module configuration guide
    2 minutes
  • 2.8 Customer segmentation setup guide
    2 minutes

  • 3.1 Guide to configuring general information and other settings on Perfex CRM
    11 minutes
  • 3.2 Google reCAPTCHA and Google API Configuration Guide
    7 minutes
  • 3.3 Instructions for configuring OpenAI to support ticket processing
    2 minutes
  • 3.4 Pusher installation guide to push notifications on browser and desktop
    2 minutes

  • 4.1 Guide to converting from the lead section to customers
  • 4.2 Guide on how to create a new invoice
    8 minutes
  • 4.3 Instructions for correcting invoices upon request
    2 minutes

  • 5.1 Guide to adding a redundancy layer for data management
    5 minutes
  • 5.2 Enable the Database backup feature of Perfex CRM and data backup instructions
    4 minutes
  • 5.3 CRM data recovery and how to handle domain name changes for Perfex CRM
    15 minutes
  • 5.4 Running Perfex CRM on another backup server
  • 5.6 Automatically synchronize database data from Server 1 to backup Server 2
    6 minutes
  • Perfex CRM Manual Upgrade Guide
    3 minutes

Complete A-Z course on installing and using Perfex CRM

Perfex CRM is a powerful and flexible open-source CRM system, helping businesses manage customers, invoices, contracts, customer support, and many other features in a single interface. This course will guide you step-by-step from purchasing and installation to deep customization and fully exploiting the power of Perfex CRM, especially suitable for small to medium enterprises, freelancers, service companies, and organizations digitizing their management processes.

What will you get after the course?

  • Understand and master Perfex CRM.
  • Confidently deploy the CRM system for businesses or individual clients.
  • Know how to configure advanced features such as real-time notifications, OpenAI, Google API...
  • Ability to easily customize, develop, and upgrade the system.
  • Accompanying practice materials, checklists, and template files.
  • Data backup and recovery.
  • Domain migration to another domain.
  • Running Perfex CRM on another server.
  • Automatically redirecting to a backup server when an error occurs.

👩‍💻 Who is this suitable for?

  • Small and medium enterprises needing a customer management tool.
  • Freelancers deploying CRM systems for clients.
  • IT technicians, developers wanting to learn how to integrate Perfex CRM.
  • Business owners digitizing their customer care processes.

If you want us to support full setup from A-Z or operational support, please contact Hotline/Zalo: 0934552325

Complete A-Z course on installing and using Perfex CRM
2,600,000đ 1,300,000đ
Enroll Now
Course Information
  • Lessons 33
  • Duration 148 minutes
  • Level Beginner
  • Language vi
  • Students 0
  • Certificate Yes
Instructor
Trần Xuân Lộc
Trần Xuân Lộc
Founder
20+ years exp.

Sale OTA, Marketing, Webiste/ App Dev, Brand

2,600,000đ 1,300,000đ
Enroll Now
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