Perfex CRM - Customer & Project Feedback Module

Perfex CRM – Customer & Project Feedback Module

The Ultimate Feedback Solution for Your Business

Important Note

✅ This is not a standalone script; it requires Perfex CRM installed.

✅ You need to have Perfex CRM to use this module.

Features & Functionality

• Support Ticket Feedback – Clients can submit feedback for resolved tickets.
• Project Feedback System – Clients can review completed projects and share their experience.
• Automated Feedback Reminders – Remind clients to submit feedback if they haven’t.
• Detailed Reports & Insights – Admins can track feedback, ratings, and staff performance.
• User-Friendly Client Portal – Clients can access feedback options easily from the dashboard.
• Multi-Language Support – Fully translatable to fit your business needs.
• Permission-Based Access – Control who can manage and view feedback.
• Feedback Availability –
  • ✔ When a support ticket is marked as closed, it becomes available for a feedback request.
  • ✔ When a project is marked as completed, it is available for a feedback request.

Installation Guide

1. Download the ZIP file after purchasing the module.
2. Login to Perfex CRM as an admin.
3. Navigate to Setup → Modules in the Admin Panel.
4. Click Upload Module and select the downloaded ZIP file.
5. Install & Activate the module.
6. Navigate to Tickets Feedback and Project Feedback to start configuring the module.

Demo Video

Watch a full walkthrough of the module in action:

Watch Demo Video

️ Live Demo & Credentials

Try the module in action!

Live Demo

‍ Admin Login

Username: test@gmail.com

Password: test

Client Login

Username: testing@g.com

Password: 1234

Where to find the module?

• ✔ In the Admin Panel, the module is found under Ticket Feedback & Project Feedback in the left menu after installation.
• ✔ In the Client Dashboard, it appears in the top navigation menu.

Change Log & Updates

✅ Latest Updates

• ✔ Added Project Feedback Module – Clients can now submit feedback for completed projects.
• ✔ Auto Feedback Reminders – Automatic reminders sent to clients who haven’t provided feedback.
• ✔ Improved UI & Client Experience – New sleek UI with better form handling.
• ✔ Staff Performance Reports – Feedback-based rating system for tracking staff efficiency.
• ✔ Feedback Availability Logic – Now, only closed tickets and completed projects are available for feedback requests.

❓ Need Help?

For any support, customizations, or issues, feel free to reach out!