Curriculum
Complete A-Z course on installing and using Perfex CRM: 33 Lessons, 7 sections, Total Duration: 148 minutes.
= Free Preview = Requires Enrollment
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4 minutes
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5 minutes
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5 minutes
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0.11 Instructions for downloading the price template spreadsheet file to your computer2 minutes
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Introduction to Perfex CRM
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1.1 Guide to buying official Perfex CRM1 minutes
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2.1 Getting familiar with the Perfex CRM interface8 minutes
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2.2 Add new employee user account4 minutes
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2.3.1 Guide to setting up the Leads section – P110 minutes
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2.3.2 Guide to setting up the Leads section – Part 211 minutes
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2.3.3 Set up custom fields for invoices – P13 minutes
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2.3.4 Setting up custom fields for invoices – P24 minutes
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2.4 Guide to setting up the ticket support section4 minutes
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2.5 Guide to the financial settings section3 minutes
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2.6 Guide to setting up the Email template section11 minutes
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2.7 Expansion module configuration guide2 minutes
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2.8 Customer segmentation setup guide2 minutes
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3.1 Guide to configuring general information and other settings on Perfex CRM11 minutes
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3.2 Google reCAPTCHA and Google API Configuration Guide7 minutes
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3.3 Instructions for configuring OpenAI to support ticket processing2 minutes
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3.4 Pusher installation guide to push notifications on browser and desktop2 minutes
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4.1 Guide to converting from the lead section to customers
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4.2 Guide on how to create a new invoice8 minutes
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4.3 Instructions for correcting invoices upon request2 minutes
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5.1 Guide to adding a redundancy layer for data management5 minutes
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5.2 Enable the Database backup feature of Perfex CRM and data backup instructions4 minutes
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5.3 CRM data recovery and how to handle domain name changes for Perfex CRM15 minutes
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5.4 Running Perfex CRM on another backup server
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5.6 Automatically synchronize database data from Server 1 to backup Server 26 minutes
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Perfex CRM Manual Upgrade Guide3 minutes
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6.1 Purchase and install the API extension module for Perfex CRM4 minutes
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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