Sales Agent Management module for Perfex CRM

Note: This is a module for Perfex CRM and need to integrate with the INVENTORY MANAGEMENT MODULE (from version 1.3.0) to manage inventory of products.

Brief description

Sales Agent Management Module is your solution for managing your company’s sales agents and their commissions. While sales agents create new customer profiles and keep track of their orders, admins can set commission percentage values for sales agents and view important sales data on their dashboards. Sales agents also have dedicated dashboards. They can review information about their customers, orders placed, commissions accrued, and other statistical data. This solution has everything you and your sales agent team need to boost your revenue.

Module Features

1. Dashboard
2. Agents Management
3. Sales Agent Programs Management
4. Orders Management
5. Sales Agent Portal:
   • Dashboard
   • Sales Agent Programs
   • Product Management
   • Customer Management
   • Purchase Management
     • Purchase Order Management
     • Supplier Contract Management
     • Supplier Invoice Management
   • Inventory Management
     • Receiving Voucher Management
     • Dlivery Voucher Management
     • Warehouse Management
     • Inventory History
   • Sales Management
     • Sales Invoice Management
     • Payment Management
   • Tickets Management
   • Reports:
     • Invoices Report
     • Purchase Orders Report
     • Total Income by Sale Invoices
     • Total Expenses by Purchase Orders
   • Settings:
     • General Settings
     • Approval Process
     • Customer Group Management
6. Integration:
   • Inventory Management for Perfex CRM

Demo

Sales Agent Management Demo

Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

Support

Our support team is always around to help. Feel free to raise a support ticket. Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

Changelog

Version 1.0.0 / 2022-10-01

    Initial version

Version 1.0.1 / 2024-06-06

    Add permission for staff

Version 1.0.2 / 2024-06-06

    Fix the error of the Add Permission button not working

Version 1.0.3 / 2024-06-06

    Fix error of the Create invoice button not creating an invoice in order details (admin portal)
    Fix error of not being able to submit an Invoice when the invoice contains an item (Agent portal
    Fix error displaying the icon of the Program menu
    fix keyword language error
    Fix the error of displaying incorrect currency in the agent portal

Version 1.0.4 / 2024-06-06

    Print sale invoice & sale receipt (sale-agent portal)
    Upgrade source code to be compatible with PHP 8.1.
    Upgraded features to be compatible with the latest version of Perfex CRM.

Version 1.0.5 / 2026-04-23

    Added option to allow agents to create orders for out-of-stock items.
    Introduced app and email notifications for staff when orders are approved by agents.
    Updated language files and key translations.
    Improved security with Google reCAPTCHA integration for agent login.
    Enhanced mobile UI for the agent portal.
    Fixed 404 error after submitting the sales agent registration form.
    Fixed issues loading email templates in the Sales Agent module.
    Fixed email template configuration issues.

Version 1.0.6 / 2026-07-24

    Updated the Sales Agent Portal left-menu hook.
    Improved the Sales Agent Portal user interface.
    Fixed a 404 error occurring during invoice payments.