Description
Turn Perfex CRM Into a System That Fits Your Business Exactly
Most CRMs force your work into fixed record types. Custom Objects Module for Perfex CRM removes that limit. It lets you build your own record types inside Perfex CRM, give each one its own fields, stages and permissions, and manage everything from dedicated sections of your CRM.
Instead of squeezing property details, job records, assets or cases into generic notes and extra fields, you can create structured objects that match how your team actually works. The result is cleaner data, clearer workflows and reporting that reflects real business activity.
What This Module Lets You Build
With this Perfex CRM plugin, you can define entirely new object types and shape them around a specific need. Each object can carry the fields that matter for that record, move through its own stages, and connect to other objects where relationships exist.
That flexibility makes it useful far beyond one industry. Any team that tracks structured, repeatable records in a CRM can use it to replace spreadsheets, scattered notes and workarounds with one organised system.
Key Features
- Create custom object types for properties, jobs, licenses, assets, cases and other business records
- Add tailored fields for each object type so every record captures the right details
- Design custom workflows and stages to move records through your process step by step
- Define relationships between objects to build a connected, realistic data model
- Manage each object type in its own dedicated section inside Perfex CRM
- Set custom permissions to control who can view and work with specific objects and data
- Generate reports from custom object data for clearer insight and better decisions
- Support for CSV import, kanban-style organisation and pipeline-style tracking, as listed in the source tags
Ideal Use Cases
Property Management
Track listings, prices, bedrooms, status, owners and other property details in structured property records.
Job Management
Organise schedules, technicians, customers, stages and job details without losing information between stages.
Asset Tracking
Record equipment, assignments, condition, serial numbers and related asset information in one place.
Case Management
Follow priority, owner and resolution workflow for each case, from opening to closure.
Why It Goes Beyond Custom Fields
Standard custom fields are useful, but they cannot always represent complex records or the links between them. This module adds dedicated object views, object relationships and granular permissions, so teams can manage richer data while keeping access controlled and reporting meaningful.
For Perfex CRM users who need to manage complex data structures, automate routine stages and gain deeper insight from their records, this is a practical upgrade to the core CRM.
Important Note
This is a plugin for Perfex CRM. You need a valid Perfex CRM licence and access to your CRM administrative panel to install and use the module.
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