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Data Builder for Perfex CRM
Market:
Envato
What Poly Data Builder Solves
Data in Perfex CRM lives across many modules. Users need to see related data in one screen — clients ↔ invoices ↔ payments ↔ projects ↔ tasks — while enforcing access control and custom views for each team and staff member. Poly Data Builder delivers exactly that with zero SQL.
Key Outcomes
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Cross-table data in one unified view
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Personalized views for teams or individuals
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Powerful filters and grouping to focus insights
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Secure, role-based data sharing
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Clean export for Excel, BI, and reports
Core Features
Visual Builder — Drag, Drop, Done
Build complex data reports visually. Pick tables, fields, and filters. See results instantly without writing code.
Smart Multi-Table Relations
Connect multiple related tables like Clients → Invoices → Payments or Projects → Tasks → Time Logs. Automatic relationship mapping and easy join setup.
Filters & Grouping
Apply filters by status, team, time period, or custom fields. Group and summarize data for fast KPI tracking.
Role-Based Access
Control who can view, edit, or share reports. Assign access by role, team, or individual user.
Team & Personal Views
Each department or user can save and access their own set of views. Managers can share curated reports securely.
Fast Export
Export filtered or grouped data to CSV or Excel with a single click. Keep your report layout intact.
Popular Use Cases
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Client 360: Combine client info, invoices, payments, and projects
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Sales Pulse: Real-time leads, proposals, conversion performance
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Finance Overview: Revenue, expenses, and receivables by month
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Project Dashboard: Milestones, task progress, team allocation
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HR Metrics: Staff productivity, billable hours, and SLA performance
Why Teams Choose Poly Data Builder
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No SQL required - anyone can create professional reports
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Save hours of manual compilation
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Ensure accuracy with real-time CRM data
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Scale easily as needs grow
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Boost collaboration through shared data views
Mini FAQ
Does it change core Perfex CRM files? No.
How many views allowed? Unlimited.
Works with custom modules? Coming soon - simply whitelist the tables.
Client portal access? Coming soon - current version for staff/admin only.
Get Live Demo - See how client, invoice, and project data connect in minutes
Most Popular
Lifetime
$29
- Free installation
- Future updates
- Lifetime support
- Paid customization
For products sold outside the site - for example, polyxgo on Envato (CodeCanyon.net) - we are the exclusive authors under Envato’s platform. These products can only be sold and supported on Envato. Therefore, you cannot purchase them elsewhere if you wish to receive our official support and updates.
Even if your support period has ended, we will still answer your current technical questions related to the module. However, for any requests that involve bug fixing, troubleshooting, integration, or hands-on assistance, you will need to renew your support first. We hope you understand this requirement. More details: https://help.market.envato.com/hc/en-us/articles/208191263-What-is-Item-Support
Yes. We handle feature integration based on customer requirements and descriptions. If a module has the features you need, you can send a separate request to polyxgo@gmail.com
You can download the product through the purchase receipt or your account dashboard right after you log in at https://erp.polyxgo.com/clients/licenses. Installation steps are included in the documentation folder.
For products on Envato (Codecanyon) access the Download section after you log in.
Yes, we provide basic installation and setup support for all purchased products.
Usage depends on the license type. Standard licenses typically allow one installation per purchase.
Updates are delivered through your account dashboard or marketplace where you purchased the product.
Please send us details, screenshots, and steps to reproduce the issue so our support team can assist you. You can create tickets on the system or email polyxgo@gmail.com.
Support duration follows the policy of the marketplace or package you purchased, typically 6–12 months.
Yes, all products include documentation to help you install and use the features. The data is connected to the system for each corresponding product project, and the documentation always provides the latest feature information and instructions from the project.
Yes, we offer custom development based on your requirements. For products sold exclusively and features already available on products listed on Envato, we integrate the additional features and update them through Envato. Only completely different features that require separate handling based on specific business workflows will be processed as a standalone service according to your detailed requirements.
Yes, we provide a live demo so you can test features before purchasing.
You can renew support through your marketplace account or by contacting us directly.
Non-profit organizations, including those supporting elderly people, children, and vulnerable communities in any country, using Perfex CRM and needing modules or products we provide, can contact us anytime. We offer full assistance during setup, customization, and long-term operation.
We commit to lifetime free support for all products you use, and we are always ready to help your organization optimize workflows, reduce costs, and improve efficiency without any additional fees.
Product Information
Latest Version:
1.0.0
Compatible:
CodeIgniter 3.0.0+
Category:
Modules for Perfex CRM
Updated:
Feb 22, 2026
Created:
Oct 11, 2025
Sales:
2
licenses sold
Released:
Feb 22, 2026