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Pixdue CRM

Manage Customers, Projects, And Create Invoices In The Cloud

Customer Relationship Management software that is a great fit for almost any small business or many other uses. With its clean and modern design, Pixdue CRM can help you look more professional to your customers and help improve business performance at the same time.

FEATURES AND BENEFITS

Explore the awesome Pixdue CRM features that will help you get your business to the next level.

PROJECT MANAGEMENT TOOL

Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.

ONE CLICK INVOICE CREATION

Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.

CREATE ESTIMATES

Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.

CREATE GOOD LOOKING PROPOSALS

Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor. Proposals comments allowed for further discussion with the customer.

LEADS MANAGEMENT

With the simple Kan Ban you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.

RECORD EXPENSES

Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.

CREATE GOOD LOOKING PROPOSALS

Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor. Proposals comments allowed for further discussion with the customer.

LEADS MANAGEMENT

With the simple Kan Ban you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.

RECORD EXPENSES

Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.

CREATE GOOD LOOKING PROPOSALS

Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor. Proposals comments allowed for further discussion with the customer.

LEADS MANAGEMENT

With the simple Kan Ban you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.

RECORD EXPENSES

Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.

Frequently Asked Questions

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    Can I Use Pixdue Crm Without Internet on Localhost Installation?

    Generally, you can use Pixdue CRM without internet on localhost installation but you will need to lose the benefits from some features as for example:

    1. Dropbox file chooser
    2. Pusher.com real-time notifications.
    3. Auto updates.
    4. Google reCaptcha
    5. Media
    6. All Online payment gateways
    7. E-Signature (v2.0.0 and above)

    The mentioned features you won’t even need when using Pixdue CRM in offline mode but it’s worth mentioning it

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    Why I Can’t Add Contact with Duplicate Email?

    The contacts email are unique because of the email piping/auto importing tickets feature and because the email is used for login.

    If you have an email address that is not unique in the system database the script won’t know the company to link the imported ticket.

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    Is RTL supported on PDF documents?

    Unfortunately not, the PDF documents are only generated in LTR direction.

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    Can i use Cloudflare with Pixdue CRM?

    Yes, you can use Cloudflare with Perfex CRM but you will need to disable one Cloudflare feature and always remember to purge your Cloudflare cache after each update, refer to the points below.

    1. Make sure that the Cloudflare Rocket Loader feature is disabled.
    2. After each update, always purge your Cloudflare cache.
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    Can I Use Pixdue CRM as SaaS Application?

    Unfortunately you can’t use Perfex CRM as SaaS application. You can only bill 1 client per 1 extended licence.

    Perfex CRM licences are single end products, additional information for licences can be found here.

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    Can You Provide Customization Services?

    Unfortunately, we do not provide customization services, do any custom work nor we will work for you.

    Be reasonable and don’t open tickets and ask for customization which leads to cutting down development time for Perfex CRM.

    What you see in the demo is what comes with your purchase, in case you need anything different to fulfill your requirements, you can hire another developer to do this for you.

    Test in the demo and if Perfex CRM fits for your requirements feel free to buy, additionally, we highly recommend to check the support policy too

    If you found some bugs feel free to report them via our support system and will be fixed.

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    How to Set Development/Debug Mode?

    If you are developing custom features for Perfex CRM or you are experiencing internal server error, you can turn debug mode to see any error messages.

    To turn debug/development mode navigate to the directory where Perfex CRM is installed and find index.php.

    Open the file and find:

    define('ENVIRONMENT', 'production');

    Change this to:

    define('ENVIRONMENT', 'development');

    In case there are errors thrown that can be visible on screen, you will be able to see the errors now, additionally, the errors will be logged in application/logs, you may want to check this directory too.

    Be aware that in development mode you may see some errors and deprecation warnings, for this reason, it’s always recommended to set the environment to “production” if you are not actually developing some features/modules or trying to test some code.

    Do not forget to turn it back when you finish with debugging.

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    Can I Translate Pixdue CRM?

    Yes! You can translate Perfex CRM very easy. Follow the documentation instructions and translate in your own language.

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    How to Report Bug?
    1. If you are a customer and found a bug please open Support Ticket to get assisted.
    2. If your support is expired and you can’t open a ticket, please contact us at info[at]perfexcrm[dot]com and provide detailed information about the issue.
    3. If you are testing on the demo and you haven’t bought Perfex CRM yet please send us an email at info[at]perfexcrm[dot]com
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    I Have Question, Where Should I Ask?

    If you have any general questions dont hesitate to contact us on info@perfexcrm.com for support questions you can open support ticket at http://support.perfexcrm.com

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    What Is Base URL?

    Base URL is Codeigniter required configuration and is the URL where your system will be installed.

    • Eq. If you are installing on a subdomain with name crm, you will set http://www.crm.domain.com/
    • Eq. If you are installing on subfolder  with name crm, you will set http://www.domain.com/crm/
    • Eq. If you are installing on the main domain you need to set just http://www.domain.com/

    When installing the system will auto try to guess your base URL however you can adjust to your needs.

    Keep in mind that the base URL must end with a trailing slash (/)

    For SSL use eq. https://www.yourdomain.com/crm/

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    Does None Admin Staff Member Will Be Able to See All Media Library Uploads?

    If the logged staff member is not administrator wont be able to see all media library data.

    Each staff member have separate folder inside the media/ folder in your server except the administrators.

    The attachments the none admin staff member upload will go to their own folder.

    In future if you make this staff member admin then will be able to see all media uploads.

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    How to Hide the Help Menu Item?

    To hide the help menu item navigate to Setup->Settings->Misc and set Show help menu item on setup menu to No

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    Why Table Exporting Only Export the Current Page?

    The export from the table works like this way only the current view so if a lot data is found in the database to prevent crash thats how the datatables export work.

    You will need to export by page.

    Additionaly you can select All from the top left dropdown above the table headings and wait to load all the data from database.

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    What Is the Reminders Feature in Perfex CRM?

    The reminders feature in Perfex CRM is designed for staff members, the member will be notified about some action they need to take (eq. Call customer, Schedule meeting), this option allows you to never forget anything about your customers.

    When you setup reminder for staff member in a specific date the staff member will get notification built-in and email if the field to send an email to this staff member is checked.

    Currently available reminders:

    • Customers
    • Leads
    • Expenses
    • Estimate
    • Invoices
    • Proposals
    • Credit Notes
    • Tasks
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    How to Move Company Details to Right Side and Customer Details to Left in PDF?

    In some countries customer details is required to be on the left side. With Perfex CRM you can achieve this very easy by navigating to Setup->Settings->PDF and set Swap Company/Customer Details to YES

    Save the settings.

    Now on all PDF documents your company details will be shown on the right side of the PDF document and your customer details will be on the left.

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    Does Perfex Crm Support 3 Decimals Places?

    Perfex CRM does not support 3 decimals places for a number.

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    How to Hide Transactions on Invoice Pdf?

    If you dont want transactions/payments to be shown on the invoice pdf document you can turn off by navigatin to Setup->Settings->PDF and set to NO Show invoice payments (transactions) on PDF

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    I Don’t See the Delete Button for Estimate/Invoice?

    There is protection implemented to keep the numbers without gaps, by default delete is only allowed on the last created estimate/invoice.

    If you don’t need this protection navigate to Setup->Settings->Finance and find:

    • Delete estimate allowed only on last estimate – Set to NO
    • Decrement estimate number on delete – Set to NO

    These settings can be applied too in case you want to delete only 1 invoice/estimate and after you delete reset the settings to YES again.

    Repeat the same steps for invoices if needed.

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    How to Check What Version I’m Using?

    There is multiple ways to check your version:

    1. Navigate to application/config/migration.php and find $config[‘migration_version’]
    2. If you are using version above 4.2.9 you can check in Setup->Settings->System Update
    3. If you are using version below 4.2.9 you can check in Setup->Settings->General
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    How to increase max upload size?

    It’s recommended to consult with your hosting provider if the recommended solution below is not working, Perfex CRM is just reading the values from the php.ini file.

    You must change 2 php.ini directives, the post_max_size directive, and upload_max_filesize directive to be equal to the post_max_size directive.

    Example to increase max upload size to 64MB, add the below code to your php.ini file.

    upload_max_filesize = 64M
    post_max_size = 64M

    Keep in mind that in most cases restart to Apache will be required in order to changes to take effect, if you are using shared hosting and your hosting provider allows you to change the php.ini directives from cPanel UI, the restart is already handled by your hosting provider.

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    What Is Non Staff Member?

    A non staff member is a feature in Perfex which allow you to have a member like a contract worker to work on projects, means that the staff is not actually an employee in your company but it’s a freelancer/contractor.

    Some area of the CRM is disabled for not staff members.

    Here is a list of the disabled features for non staff member.

    1. Announcements
    2. Newsfeed wall
    3. Leads
    4. Support – Default is NO you can adjust this for your needs at Setup->Settings->Tickets
    5. Public Calendar Events
    6. Google Calendar Events
    7. Goals.

    You can add if you want other Permissions to this staff member like Invoice [VIEW] permission and this staff member will be able to access.

    If you need to set a user as non staff member navigate to Setup->Staff open the user and check the checkbox field Not Staff Member

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    What Are the Server Requirements?
    • PHP 7.2.5+
    • MySQL 5.1+
    • mod_rewrite Apache
    • MySQLi PHP Extension
    • PDO PHP Extension
    • cURL PHP Extension
    • OpenSSL PHP Extension
    • MBString PHP Extension
    • iconv PHP Extension
    • IMAP PHP Extension
    • GD PHP Extension
    • Zip PHP Extension
    • allow_url_fopen enabled

      In most servers, these extensions are enabled by default, but you should check with your hosting provider. We can recommend you to check InMotion hosting because they meet all Perfex CRM requirements, click here to explore InMotion awesome Business shared hosting packages and get up to 56% OFF hosting plans for Perfex CRM visitors.

      Download this file to check required extensions directly in your server.
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    Server Requirements
    • PHP 7.2.5+
    • MySQL 5.1+
    • mod_rewrite Apache
    • MySQLi PHP Extension
    • PDO PHP Extension
    • cURL PHP Extension
    • OpenSSL PHP Extension
    • MBString PHP Extension
    • iconv PHP Extension
    • IMAP PHP Extension
    • GD PHP Extension
    • Zip PHP Extension
    • allow_url_fopen enabled