PolyUtilities for PerfexCRM

PolyUtilities is the #1 solution for extending customization and enhancing the user experience in Perfex CRM, giving administrators and developers deeper control over the interface, features, and workflows.

Overview

PolyUtilities focuses on flexibility, extensibility, and integration, allowing you to turn Perfex CRM into a platform that fits your business needs without modifying the core code.
From custom menus, JS/CSS management, widgets, and banners to quick admin tools – everything is integrated into one unified module.

Key Features

Custom Menu & Quick Access

• Create, group, and manage Sidebar, Setup, and Clients menus.

• Assign visibility by Role and User.

• Support for multi-level menus (2–3 levels).

• Add icons, background colors, and custom CSS for each menu item.

• Includes Quick Access Menu and Search Menu for fast navigation.

• Custom Context Menu (Right-click) enables quick access to system components like invoices, customers, and projects.

Custom JS & CSS

• Add and manage custom JavaScript and CSS directly in the admin interface.

• Activate separately for Admin, Client, or both.

• Integrated CodeMirror Editor for easier and cleaner code formatting.

• Use for analytics, chatbot integration, widgets, tracking codes, or custom UI design.

Widgets System

• Add custom display elements (Text, HTML, Image, Language Switcher, etc.) to supported widget areas.

• Over 20 available hook positions such as sidebar, header, dashboard, footer, and login forms.

• Extend display positions with developer-defined hooks.

• Works like WordPress Widgets – easy to use, flexible, and no coding required.

Banners & Announcement Sliders

• Manage banners and announcements across the system.

• Support video iframes, HTML content, scheduling, and visual effects (fade, slide, zoom, rotate, etc.).

• Display banners and announcements in both admin and client areas, as well as article pages.

All-in-One Support

• Provide customer contact buttons for Email, Messenger, WhatsApp, Viber, and more.

• Customize support messages and links.

• Future update: Display assigned staff contact per project.

Extended Project & Data Tools

• Manage project prefixes (APP-, CRM-, MOD-, etc.).

• Quickly create Estimates, Proposals, and Contracts directly from the Project page.

• Save custom column layouts per user for data tables (Customers, Invoices, Projects, etc.).

• Support for personalized data filters and saved display layouts.

Other Utilities

• Add breadcrumb navigation across core modules (Projects, Contracts, Invoices, etc.).

• Support Ctrl+S shortcut when editing long content.

• Confirmation dialog before deleting notes.

• Fixed topbar and scroll-to-top button.

• Copy customer emails or phone numbers directly from tables.

• Auto-generate Table of Contents in articles or contracts.

Appearance & Login Page

• Customize background, logo, and effects (rain, snow, matrix, etc.) for each login page (Admin/Staff/Client).

• Add any custom JavaScript or CSS effects for a unique look.

Download & Backup Module

• Export, backup, and share modules directly from the Perfex CRM admin panel.

• Simplify module distribution and system maintenance.

Configuration & Permissions

• Define which accounts have access to PolyUtilities.

• Toggle individual features: Sticky Menu, Quick Access, Search Menu, Custom JS/CSS, Confirm Delete, Scroll Top, etc.

• Import/Export menu lists for Sidebar, Setup, and Client areas to easily back up or migrate settings.

PolyUtilities - The All-in-One Customization Toolkit
A complete solution to extend, optimize, and personalize your Perfex CRM - powerful, flexible, and built for efficiency.