💾Module's Installation

Installing and activating your new module in Perfex CRM takes just a few seconds. Follow the step-by-step guide below to ensure a smooth setup process.

💡 Need help? Our support team is here for you! If you run into any problems, feel free to open a support ticket — we’ll respond as soon as possible.

📦 Before You Begin

Make sure you have:

• Access to the Admin area of your Perfex CRM installation.

• The ZIP file you downloaded from CodeCanyon (do not extract it).

• Your License Key, usually provided after purchase.

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1️⃣ Login as Administrator

Navigate to your Perfex CRM Admin area, then go to: SETUP > MODULES

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2️⃣ Upload the Module

• Click the Upload Module button.

• Select the ZIP file you downloaded from CodeCanyon.

• Press Install.

Perfex CRM will automatically extract and place the module in the correct folder.

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3️⃣ Activate the Module

Once the upload is complete:

• Locate the newly listed module.

• Click Activate.

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4️⃣ Enter Your License Key

After clicking Activate, you’ll be prompted to enter your License Key.

🔐 This step verifies your purchase and enables full access to the module.

Once verified, you’ll see a message confirming successful activation.

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✅ You're All Set!

Your module is now ready to use. You can find it in the main navigation or follow its individual guide for usage instructions.

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🆘 Need Help?

If anything doesn’t go as expected:

• Double-check that your Perfex CRM version is compatible with the module.

• Ensure your ZIP file is untouched (not extracted or renamed).

• Reach out through the Support Ticketing Area — we’re happy to assist!