Products and services for Perfex CRM

Products and services for Perfex CRM v1.3.2

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Unlock seamless product sales with Perfex CRM's advanced module. Sell products via Stripe subscriptions or invoices, manage orders and subscriptions easily for non-registered users and customers alike. Customize views and notifications to meet your needs. Perfect for businesses looking to streamline their customer engagement and payment processes.
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This module allows you to sell products in perfex using stripe subscriptions or recurring invoices.

Non registered users will be able to purchase/subscribe to product and register​

  • Customers will be able to order to a product using any available payment gateway with invoices
  • Customer will be able to order recurring or one time products using invoices
  • Customers will be able to subscribe to a product using stripe subscription.
  • Customer will be able to order a subscription without staff manually creating a subscription from the admin dashboard.
  • Flexible product grouping to target specific clients
  • Admin/staff will be able to create products for subscription or invoices
  • Admin/staff will be able to add product for a specific customer only (visible to only that customer)
  • Admin/staff will be able to add product for a group of customers only (visible to only customer that belongs to that group only)
  • Admin/staff will be able to add product available to all customers
  • Admin/staff will be able to choose if the invoice product should be available or not on products page
  • Admin/staff will be able to choose if products for subscription should be available or not on products page
  • products can be created by staff using stripe plans for a particular customer, customer group or all customers.
  • Products can be added for as invoice pproduct.
  • See History of customers purchases
  • You can collect additional Information for customers eg. Shipping details
  • Module view are Customizable withut worrying about updates ( supports for my_prefixed views)


The module also comes with subscription renewal notification emails. The email comes with a template and option to chose when you want to send renewal notification by email. Eg. 7 days before renewal, 1 day, 30 days, 60days etc. which is not in perfex CRM​

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anne
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