Automation Manager for Perfex CRM 1.1.0
Automation Manager for Perfex CRM is a powerful module that lets you create dozens of automated actions for tasks, assignees, time sheets, statuses, priorities, tags, comments, and custom fields. It streamlines workflows, saving time and boosting productivity in Perfex CRM. Ideal for teams seeking scalable automation with easy setup and deep integration. Type: Module
Description
Automation Manager for Perfex CRM is a PHP module designed to streamline CRM workflow automation inside Perfex CRM Software. Instead of handling repetitive updates manually, you can set up automation rules that apply to tasks, assignees, followers, time sheets, statuses, priorities, tags, comments, and custom fields. This helps teams keep processes consistent while reducing day-to-day admin work. The module requires Perfex CRM to be installed and runs on PHP 8+.
With dozens of configurable automated actions, it’s useful for organizations that want scalable operations and smoother coordination across projects in their Perfex CRM setup.
Main Features
- Automation rules for tasks — Create workflows that automatically update task-related data.
- Assignee and follower control — Adjust who is responsible or informed based on rule conditions.
- Time sheet automation — Apply automated changes connected to time sheets for tasks.
- Status updates — Automatically set or adjust task statuses to match workflow stages.
- Priority management — Update task priorities without manual intervention.
- Tag handling — Automatically add or manage tags for better organization and filtering.
- Comment automation — Generate automated comments to keep stakeholders updated.
- Custom field actions — Populate or update custom fields as part of your automation logic.
- Multiple automated actions — Build “dozens” of action combinations for flexible process design.
Benefits
- Save time — Fewer manual edits for tasks, time sheets, and workflow fields.
- More consistent workflows — Keep statuses, priorities, and tags aligned with your process rules.
- Reduced errors — Automation limits missed updates to assignees, followers, and comments.
- Better productivity — Teams spend more time on work execution instead of admin tasks.
- Scalable operations — Manage growing workloads with repeatable automation logic.
Who is it suitable for?
- Perfex CRM teams that need workflow automation
- Agencies managing tasks, statuses, and client coordination
- Project management teams working with time sheets
- Customer support or operations groups using tags and comments
- Businesses relying on custom fields for structured CRM data
- Organizations planning scalable task-driven processes
