Description
Turn Perfex CRM into a complete website and content platform
PolyCMS – CMS & Website Builder Module for Perfex CRM adds a full content management system inside the CRM your team already uses every day. Instead of maintaining a separate WordPress site or static pages for company news, documentation and marketing content, you can publish and manage everything from within Perfex CRM, with the same staff accounts, permissions and activity logs.
Publish posts, pages and media without leaving Perfex
Create blog posts and standalone pages with a rich-text editor, featured images, visibility controls, scheduling and reading-time calculation. Organise content with unlimited-depth hierarchical categories and flexible tags with auto-completion, and moderate nested comments through a complete approval, spam and reply workflow. A built-in media library with grid and list views, drag-and-drop uploads and directory browsing keeps CMS files separate from CRM files.
Design the frontend with themes, plugins and widgets
PolyCMS uses a WordPress-inspired theme and plugin architecture, so developers can extend it without changing core code. Build navigation menus by drag and drop, add nine built-in widgets and shortcodes for recent posts, categories and single posts, and choose or upload themes with a template hierarchy, theme options and safe theme preview mode. Bundled plugins cover a visual landing-page builder, XML sitemap, Google Analytics, maintenance mode, banner sliders, asset optimisation and an API explorer.
Built-in SEO, sitemaps and performance tools
Every post and page supports meta titles, meta descriptions, focus keywords, canonical URLs and Open Graph images, with a live search preview. Dynamic permalinks with configurable blog, category and tag bases keep URLs clean and SEO-friendly, while the bundled sitemap plugin generates a dynamic sitemap for search engines.
Extend, automate and go headless with the REST API
A Hook & Filter API lets developers hook into post lifecycle events and modify output safely, and a full REST API with API-key authentication and rate limiting supports headless use for posts, pages, categories and tags. Import and export content as JSON, generate demo data for testing, and back up only the PolyCMS tables without touching CRM client data.
Secure, multilingual and team-friendly
PolyCMS ships with 16 language packs and uses Perfex CRM native staff permissions with view, create, edit and delete granularity. Content is sanitised against cross-site scripting, file paths are validated, all queries use the query builder, and public endpoints are rate-limited. A dedicated CMS dashboard with per-user drag-and-drop widgets, a floating frontend admin bar for logged-in staff, and unified activity tracking make day-to-day publishing fast and accountable.
Perfect for: Perfex CRM users who want a blog, company website, help centre or landing pages managed inside their CRM, agencies building client sites on Perfex, and developers who need a themeable, plugin-ready CMS with API access.
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