Task Templates with Checklist Items and Categories
Reusable workflows streamline setup and reduce repeated task creation across projects. Category-based organization and n...
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What is Perfex CRM API? How to Access and Use CRM Data
Introduction Access CRM data without direct database queries, connect external systems, and build scalable integrations...
Perfex CRM API Filtering, Sorting, and Pagination Guide
Query Parameters Overview Data Builder REST API supports six query parameter types for precise data retrieval: Parame...
Perfex CRM API & GraphQL Integration: Complete Guide to Unlock CRM Data
Unlock Your CRM Data Perfex CRM stores valuable business data across dozens of tables: clients, invoices, projects, task...
How to Use GraphQL Mutations for CRUD in Perfex CRM
Write Operations in GraphQL GraphQL mutations let you create, update, and delete records in Perfex CRM through the same...
Integrate Perfex CRM with WordPress or Any CMS
Why Connect CRM to Your Website? Your WordPress site shows marketing content. Your Perfex CRM holds real business data:...
Multiple Addresses for Companies - Solving the Single-Address Limitation in Perfex CRM
Perfex CRM only allows one address per company, which quickly becomes a problem for businesses operating multiple branch...
Multiple Companies for One Contact in Perfex CRM
Perfex CRM has a major limitation: one contact can only belong to one company, forcing businesses to create duplicate ac...
How do I customize my Perfex CRM?
PerfexCRM is a robust and flexible customer relationship management (CRM) system, specifically designed for small and me...
How REST API Works in Perfex CRM (With Examples)
API Base URL All REST endpoints follow a consistent pattern: https://databuilder.polyxgo.com/api/v1/{resource} Where {r...
How to Create Banners & Announcement Sliders in Perfex CRM?
To create banners or announcements displayed on the Perfex CRM system after installing the PolyUtilities module, follow...
How to Create Favorite Links for Perfex CRM
When managing daily workflows in Perfex CRM, quick access to frequently used sections can significantly improve producti...