Product Description:
🚀 Custom Links for Perfex CRM Overview
The Custom Links for Perfex CRM is a powerful module designed to give you full control over your CRM’s menu structure. Create, organize, and manage custom links across the main menu, setup area, and client portal with precision and style.
Whether you want to link to help centers, external tools, internal resources, or iframe-based dashboards — this module is your all-in-one solution for intuitive navigation customization.
🧩 Key Features
📁 Custom Links for Perfex CRM
Seamlessly insert custom links anywhere in your CRM’s UI:
- Main menu, setup menu, and client menu support
- Parent-child (nested) menu structure
- Easy placement using drag-and-drop
🔐 Advanced Permissions by Custom Links for Perfex CRM
Control who sees what with precision:
- Role-based access (admins, staff, clients)
- Specific user targeting
- Login-only access options
- Client area visibility rules
🎨 Styling & Customization
Make each link visually aligned with your brand:
- Choose icons from supported libraries
- Add badges (e.g., “New”, “Beta”, “VIP”)
- Customize colors and positioning
- Full theme-friendly styling
🔗 Link Type Support
Supports a wide variety of link formats:
- Internal CRM pages
- External URLs (e.g., Google Docs, tools)
- Anchor/hash links
- iFrame integrations (dashboards, portals)
💡 Custom Links for Perfex CRM Display Options
Serve your content how you want:
- Open in the same window or a new tab
- Embed content using responsive iframe modals
- Clean, responsive design for desktop and mobile
⚙️ Custom Links for Perfex CRM Professional Link Management
A user-friendly admin interface:
- Drag-and-drop ordering
- Quick inline editing
- Bulk actions (delete, reorder, duplicate)
- Developer-backed professional support
🎯Custom Links for Perfex CRM is Ideal For:
- Agencies managing multiple client portals
- Internal teams needing shortcut links
- SaaS vendors linking to external tools
- CRM administrators needing flexible navigation
📥 What’s Included in Custom Links for Perfex CRM:
- Module ZIP file (ready to install on Perfex CRM)
- Installation instructions
- 6 months support + updates
📢 Note:
Compatible with the latest Perfex CRM version. For compatibility with older versions, contact support.
Support & Help
Purchase includes 6 months of premium support from Tech9Pros. You’ll get personalized help with installation, API setup, and automation workflows.
- Support Email: support@tech9pros.com
- Live Chat: Available via Tech9Pros.com
- Documentation: Step-by-step guide included in the module files
Need customization? Contact us for tailored WhatsApp CRM solutions.
