Service — Perfex CRM

Perfex CRM, shaped around how your business actually runs.

Installation, configuration, customization, and custom modules for Perfex CRM — from a clean first setup to the workflow your team keeps working around. The proof of expertise is on this site: LiveChat for Perfex CRM is our own product, built and maintained in-house.

Start with a Free Audit

from $80 per project · scoped quote first

Who this is for

  • ✓Businesses installing Perfex CRM for the first time who want it set up properly
  • ✓Teams whose Perfex works — except for the one workflow it doesn't cover
  • ✓Companies that need live chat, lead capture, or integrations connected to Perfex
  • ✓Agencies and consultants who deliver Perfex to their own clients (white-label possible)

What's included

  • ✓Perfex CRM installation & configuration on your hosting
  • ✓Custom module development (no core files modified)
  • ✓Custom fields, pipelines, roles & permissions setup
  • ✓Custom reporting and customer portal adjustments
  • ✓Website lead capture connected to Perfex (forms & live chat)
  • ✓Integrations via API, webhooks, and n8n workflows
  • ✓Documentation of what was changed, so you are never locked in

Process

How the work runs

01

Scope call

We look at your Perfex setup and the exact outcome you need. Fixed scope and quote in writing before work starts.

02

Build safely

Customizations are built as modules or documented overrides — Perfex core files stay untouched, so updates keep working.

03

Test on your data

Tested against your real workflows (leads, invoices, tickets) before anything goes live.

04

Handover & support

You get a summary of everything changed and how to use it. Ongoing help is available through support or Care.

Frequently asked questions

Do you modify Perfex core files?
No. Work is delivered as modules or clean customizations that keep Perfex updates working. If a request truly requires a core change, we flag it and its update risk before proceeding.
Can you build a custom module for our exact workflow?
Yes — custom modules are a core specialty, including the LiveChat module sold on this site, which was designed, built, and is maintained by DevStacker.
We already have Perfex. Can you just fix or extend it?
Absolutely. Most engagements start with an existing install: a customization, a report, an integration, or cleaning up a setup that grew without a plan.
Is the $80 a fixed price?
Projects start from $80 for small, well-defined customizations. Larger work is quoted as a fixed scope after we understand the requirement — no open-ended hourly billing without agreement.

Stop managing your technology in pieces.

Let's build a digital stack that works together — and keep it that way. Start with a free audit: no pressure, no automated score, a real review by the developer who would do the work.

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