Affiliate Module for Perfex CRM - Simple and Effective

Perfex CRM Affiliate Module – Simple and Effective

A simple and comprehensive affiliate management module for Perfex CRM. This is only a plugin for Perfex CRM and not standalone script→

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.
• Comprehensive smart audit tool to ensure your are not over paying your affiliate.
• Clear log of transaction on affiliate balance.

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)

The affiliate info can be added to the form when sharing

i.e

https://app.name.com/forms/wtl/24c48fcf9e2344c422536a50f18506fb?styled=1&afm=johndoe

or

https://app.name.com/forms/wtl/24c48fcf9e2344c422536a50f18506fb?afm=johndoe

Questions/Support

• Perfex from version 3.1.* to latest version is required.
• We provide documentation with video illustration covering installation and usage.
• We respond to your questions as fast as possible within few hours but can sometimes be up to few days.
• We dont provide refund for the extension after purchase, so confirm before purchase.
• Any custom work including setup, installation and extension (that might require skilled hours) are not free. You can hire us for this.

Read the documentation

Demo

https://perfextosaas.com Admin panel: https://perfextosaas.com/admin Email: admin@admin.com Password: password Customer panel. https://perfextosaas.com/login Email: customer@customer.com Password: password

CHANGE LOG

version 1.1.1 – 22 Jul 2025

• Add balance transaction log
• Add audit tool for fixing any orphaned or invalid commission issue
• Fix table sorting
• Allow customer search by email, phone number or vat in addition to the name when adding a new referral manually.
• Other minor improvements

version 1.0.9 – 03 Jul 2025

• Added support for retroactive commissions: You can now enable retroactive commission crediting in Affiliate Group Settings. When enabled, affiliates will automatically earn commissions for past referred deals if you assign a referral to them with a backdated date. The system will process and credit all eligible commissions based on existing commission rules. ⚙️ This can be toggled per affiliate group under settings.
• Fix email template amount formatting issue
• Other minor improvements

version 1.0.8a – 26 April 2025

• Add option to control referral table visibility in affiliates dashboard.

version 1.0.8 – 27 Feb 2025

• Add affiliate referral commission expiry option to stop commissioning on each referral after certain period.

version 1.0.7b – 16 Feb 2025

• Expose referral link cookies expiry days in settings and groups.

version 1.0.7 – 23 September 2024

• Add deleting of affiliate
• Allow admin to edit slug.
• Add switch (settings) to control affiliate being able to edit slug

version 1.0.5 – 26 Feb 2024

• Add referral tracking of web to lead
• Fix affiliate menu not showing in SaaS My Account menu when using single portal mode on the SaaS module

version 1.0.4B – 26 Jan 2024

• Fix dashboard error
• Replace broken invoice payments link with invoice link on commission table

version 1.0.4 – 26 Jan 2024

• Add Affiliate program grouping option allowing to customize commission, payout and referral settings for a group or particular affiliate
• Personalized join page content through grouping
• Added option to manually assign a client as a referral of an affiliate.
• Other minor improvement

version 1.0.3 – 12 Jan 2024

• Fix payout status updating issue

version 1.0.2 – 31st December 2023

• First release.