Affiliate Module For Perfex CRM - Simple And Effective

Affiliate Module for Perfex CRM – Simple and Effective

Perfex CRM Affiliate Module – Simple and Effective

A easy and complete affiliate administration module for Perfex CRM. This is only a plugin for Perfex CRM and not standalone script→

Elevate what you are promoting outreach with the Perfex CRM Affiliate Module. This module empowers your CRM platform by integrating a seamless affiliate system, permitting easy monitoring, managing, and rewarding of affiliate referrals based mostly on referrals and or funds made by referred purchasers.

Offering an intuitive and environment friendly interface, this module ensures a simplified streamlined expertise for each customers and directors.

Take benefit of a easy complete suite of options together with:

Commission Types:
- Signups
- Every Invoice Payment
- First Payment Only
Commission System: Offers versatile Percentage and Fixed choices.
Earnings Cap: Set most limits for affiliate earnings.
Minimum Payout: Define a minimal threshold for payout.
Payment Gateway Integration: Allows associates to pay invoices utilizing their earned stability.
Standard e mail templates: Customize all e mail templates used via out the module
Affiliate Models Supported:
- First Click
- Last Click
Affiliate Details Page: Create a devoted data web page for associates to grasp your phrases and signup.
User-Friendly Dashboard: Intuitive dashboard for associates to observe their efficiency and earnings.
Automated Payouts: Enable automated payouts to associates based mostly on predefined thresholds.
Referral Tracking: Track referrals precisely and attribute them to respective associates.
Works with any companies or gross sales that make the most of bill cost.

Leads Tracking

Works with internet to steer kind; observe referrals via lead types by including the monitoring id to the shape hyperlink.
As such, when the lead is transformed to a buyer, the affiliate get rewarded (based mostly in your referral settings)

The affiliate information could be added to the shape when sharing

i.e

https://app.name.com/forms/wtl/24c48fcf9e2344c422536a50f18506fb?styled=1&afm=johndoe

https://app.name.com/forms/wtl/24c48fcf9e2344c422536a50f18506fb?afm=johndoe

Questions/Support

Perfex from model 3.0.* to newest model is required.
We present documentation with video illustration overlaying set up and utilization.
We reply to your questions as quick as doable inside few hours however can generally be as much as few days.
We dont present refund for the extension after buy, so affirm earlier than buy.
Any customized work together with setup, set up and extension (which may require expert hours) should not
free. You can rent us for this.

Read the documentation

Demo

https://perfextosaas.com

Admin panel:
https://perfextosaas.com/admin
Email: admin@admin.com
Password: password

Customer panel.
https://perfextosaas.com/login
Email: customer@customer.com
Password: password

CHANGE LOG

model 1.0.7 – 23 September 2024

Add deleting of affiliate
Allow admin to edit slug.
Add change (settings) to regulate affiliate with the ability to edit slug

model 1.0.5 – 26 Feb 2024

Add referral monitoring of internet to steer
Fix affiliate menu not displaying in SaaS My Account menu when utilizing single portal mode on the SaaS module

model 1.0.4B – 26 Jan 2024

Fix dashboard error
Replace damaged bill funds hyperlink with bill hyperlink on fee desk

model 1.0.4 – 26 Jan 2024

Add Affiliate program grouping possibility permitting to customise fee, payout and referral settings for a gaggle or specific affiliate
Personalized be part of web page content material via grouping
Added choice to manually assign a shopper as a referral of an affiliate.
Other minor enchancment

model 1.0.3 – 12 Jan 2024