Affiliate Module for Perfex CRM - Simple and Effective v1.0.5

Elevate your business outreach with the Perfex CRM Affiliate Module. This module empowers your CRM platform by integrating a seamless affiliate system, allowing effortless tracking, managing, and rewarding of affiliate referrals based on referrals and or payments made by referred clients.

Offering an intuitive and efficient interface, this module ensures a simplified streamlined experience for both users and administrators.


Take advantage of a simple comprehensive suite of features including:

• Commission Types:
  • Signups
  • Every Invoice Payment
  • First Payment Only
• Commission System: Offers flexible Percentage and Fixed options.
• Earnings Cap: Set maximum limits for affiliate earnings.
• Minimum Payout: Define a minimum threshold for payout.
• Payment Gateway Integration: Allows affiliates to pay invoices using their earned balance.
• Standard email templates: Customize all email templates used through out the module
• Affiliate Models Supported:
  • First Click
  • Last Click
• Affiliate Details Page: Create a dedicated information page for affiliates to understand your terms and signup.
• User-Friendly Dashboard: Intuitive dashboard for affiliates to monitor their performance and earnings.
• Automated Payouts: Enable automatic payouts to affiliates based on predefined thresholds.
• Referral Tracking: Track referrals accurately and attribute them to respective affiliates.
• Works with any services or sales that utilize invoice payment.

Leads Tracking​

Works with web to lead form; track referrals through lead forms by adding the tracking id to the form link. As such, when the lead is converted to a customer, the affiliate get rewarded (based on your referral settings)