Complete WooSync Setup Guide — From Install to First Sync
Before You Start You’ll need: Perfex CRM 3.4.0 or later At least one WooCommerce store with REST API enabled Admin...
Category
Documentation
Task Templates with Checklist Items and Categories
Reusable workflows streamline setup and reduce repeated task creation across projects. Category-based organization and n...
Perfex CRM GraphQL Guide: Flexible Data Querying Explained
Why GraphQL for CRM Traditional REST APIs return fixed data structures. GraphQL lets you request exactly the fields you...
PolyUtilities for WordPress
Enhance WooCommerce product pages with custom tabs, clearer content layout, and smoother editing flow. Reduce common Wor...
REST vs GraphQL for CRM: Key Differences Explained
Two API Approaches, One Module Data Builder for Perfex CRM provides both REST API and GraphQL from a single module. They...
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...
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...
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 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...