Service Management module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script.

Brief description

Service Management Module consists of the processes and activities that help you track, record, and manage your service processes, enabling you to improve service for your customers now and in the future.

Module Features

1. Services Management
2. Subscription Services Management
3. Orders Management
4. Transactions Management
5. Contracts Management
6. Appendix Management
7. Settings:
   • Category Management
   • Billing Plan Units Management
8. Client Portal:
   • Services Page
   • Register/Subscribe/Renew/Upgrade Services
   • Orders Management
   • Transactions Management
   • Contracts Management
9. Integration:
   • Customer Service Management module for Perfex CRM

Demo

Service Management Demo

Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

Support

Our support team is always around to help. Feel free to raise a support ticket.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

Changelog

Version 1.0.0 / 2024-08-01 Initial version Version 1.0.3 / 2026-05-28 Added custom field support for Product Services and Subscription Services. Added customer email notifications for orders and service renewal reminders. Added option to set the Order Start Date based on the transaction start date. Added public service list viewing on the Client Portal without login. Added support to delete invoiced orders. Improved invoice generation by displaying product descriptions when converting orders to invoices. Enhanced Client Portal ordering workflow by separating services into individual order lines in the cart. Fixed service detail and add-to-cart issues on the Client Portal. Fixed subtotal calculation errors when ordering through the Customer Portal. Fixed order table search issues. Fixed service renewal issues. Added missing migration columns for services. Fixed various minor issues to improve stability and usability. Version 1.0.4 / 2026-07-26 Fixed various minor issues.