Module Installation

Installing and activating your new module in Perfex CRM takes just a few seconds. Follow the step-by-step guide below to ensure a smooth setup process.

💡 Need help? Our support team is here for you! If you run into any problems, feel free to open a support ticket — we’ll respond as soon as possible.

📦 Before You Begin

Make sure you have:

• Access to the Admin area of your Perfex CRM installation.

• The ZIP file you downloaded from CodeCanyon (do not extract it).

• Your License Key, usually provided after purchase.

1️⃣ Login as Administrator

Navigate to your Perfex CRM Admin area, then go to: SETUP > MODULES

2️⃣ Upload the Module

• Click the Upload Module button.

• Select the ZIP file you downloaded from CodeCanyon.

• Press Install.

Perfex CRM will automatically extract and place the module in the correct folder.

3️⃣ Activate the Module

Once the upload is complete:

• Locate the newly listed module.

• Click Activate.

✅ You're All Set!

Your module is now ready to use. You can find it in the main navigation or follow its individual guide for usage instructions.

🆘 Need Help?

If anything doesn’t go as expected:

• Double-check that your Perfex CRM version is compatible with the module.

• Ensure your ZIP file is untouched (not extracted or renamed).

• Reach out through the Support Ticketing Area — we’re happy to assist!\