PolyUtilities is the ultimate customization and workflow enhancement module for Perfex CRM, transforming your platform into a faster, cleaner, and highly personalized workspace. Go beyond the standard Perfex experience with a suite of powerful tools designed to boost productivity and efficiency. Effortlessly create multi-level menus, group them by purpose, and reorganize your system navigation with intuitive drag-and-drop functionality.
Empower your team with dynamic widgets placed strategically across dozens of display positions, right-click navigation for quick access, and comprehensive management of custom JavaScript and CSS. PolyUtilities also supports multi-company and multi-address structures, allowing for seamless management of complex client relationships. Instantly convert selected text into tasks, and leverage banners, announcements, and quick-access shortcuts to keep your team informed and on track.
Beyond core customization, PolyUtilities introduces advanced features like a custom context menu for rapid navigation, task templates for streamlined project setup, and the ability to manage project prefixes and quickly create estimates, proposals, and contacts. With its all-in-one support for clients and intuitive settings, PolyUtilities provides a centralized hub for managing your Perfex CRM environment, ensuring a consistent and efficient experience for every user.
PolyUtilities is more than just a module; it's a complete solution for optimizing your Perfex CRM and tailoring it to your unique business needs. Experience the power of a truly personalized CRM – download PolyUtilities today and unlock the full potential of your Perfex installation.
PHP
CodeIgniter
JavaScript
CSS
MySQL
Vue.js
- Multi-level Menu Creation and Customization
- Drag-and-Drop Menu Reorganization
- Dynamic Widget Placement Across Multiple Display Positions
- Custom JavaScript and CSS Management
- Support for Multi-Company and Multi-Address Structures
- Instant Text-to-Task Conversion
- Custom Context Menu with Multi-Level Access
- Task Templates with Checklist Items and Categories
- Project Prefix Management
- Quick Creation of Estimates, Proposals, and Contacts
- All-in-One Client Support with Multiple Communication Channels
- Banner and Announcement Sliders with Customizable Effects
- Customizable Table List Titles
- Column Display Filter for Data Tables
- Scroll-to-Top Functionality
- Custom Login Page with Seasonal Effects
System Requirements
PerfexCRM version 3.2.0 or higher. Minimum PerfexCRM version required is 3.2.0
PolyUtilities for Perfex CRM: Quick Access Menu, Custom JS, CSS, and More
Supercharge your Perfex CRM with PolyUtilities! Unlock unparalleled customization, streamline workflows, and create a personalized workspace for your entire team with powerful menus, widgets, and more.
Who is this for?
Businesses and agencies using Perfex CRM who need to customize their CRM experience, streamline workflows, improve team productivity, and manage complex client relationships. This is particularly valuable for companies with multiple locations, clients, or teams requiring tailored access and functionality.
Product Info
- Released 2026-02-27
- Version 3.4.4
- Developer Umva Team
Resources
Demo Credentials
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