PC

Perfex CRM

Self-hosted client, lead, project and invoicing CRM with a one-time license.

Research-based score
3.7
Tested
Features and capabilities4.2

Vendor and CodeCanyon document a broad bundle of leads, projects, tasks, proposals, recurring invoicing, tickets, expenses and contracts suitable for service agencies.

Usability and implementation3.4

The customer installs and maintains its own PHP/MySQL hosting and vendor guides cover configuration failures; independent matched G2 and Capterra user samples were absent.

Pricing and value transparency3.4

CodeCanyon currently lists $89/$385 once but Perfex comparison still quotes $65/$295; support renewals, host fees and additional installations make full ownership cost uncertain.

Integrations, security and trust3.6

Official material confirms Stripe and PayPal payment options, email-based intake and Bit Integrations for WordPress; no certified managed security or uptime SLA was established.

Scored by Surabhi Singh

Quick facts

Vendor
MSTdev / Perfex CRM
Pricing model
paid
Plan pricing
$89 once Regular license at CodeCanyon; vendor comparison page still says $65
Free plan
Not confirmed
Free trial
Not confirmed
Last verified
10/28/2026

About Perfex CRM

Perfex CRM is a self-hosted CRM application licensed through Envato CodeCanyon. It combines customer and lead management, quotes, proposals, invoices, recurring billing, projects, tasks, time tracking, expenses, contracts, tickets, a knowledge base and reporting. Its product license is one-time for one installation; the buyer supplies hosting, backups, updates and deployment. The current CodeCanyon checkout charges $89 Regular or $385 Extended, while the vendor comparison still quotes the older $65/$295.

Best for

Freelancers and service businesses with managed PHP/MySQL servers seeking unified lead, project billing and customer support workflows.

Perfex CRM pros and cons

Pros

  • A lifetime single-installation license avoids the normal per-user SaaS subscription price for the core product.
  • Vendor-supported invoicing, recurring charges, expenses, proposals and project time recording simplify service-business billing.
  • Built-in customer tickets, a knowledge base, contracts, lead pipelines and surveys cover both presales and support.
  • Purchased source code enables development customization subject to license terms and ownership of hosting operations.
  • Exact CodeCanyon item reports approximately 1.5K buyer ratings and a 4.88/5 marketplace average; this is not an independent G2/Capterra score.

Cons

  • −Self-hosting shifts server setup, backups, cyber security, PHP compatibility and patching onto the purchaser.
  • −License applies to one installation and different commercial use permissions require the Extended license.
  • −Vendor comparison $65/$295 conflicts with its $89/$385 CodeCanyon marketplace checkout, so prices need final approval.
  • −Hosting, third-party modules, developer support, payment services and seller support renewals add total costs.
  • −No trustworthy exact Perfex CRM G2 or Capterra user sample was confirmed; operational usability is untested.

Features

Ticket inbox
Core
Projects and time tracking
Core
Estimates and proposals
Core
Customization and reports
Core · Source code work unsupported by default seller support.
Expenses
Core
Recurring and PDF invoices
Core
Lead pipeline
Core
Client records
Core
Payment collection
Core · Merchant fees and provider setup separate.
Contracts and knowledge base
Core

Platforms

Web client portal and staff workspaceNative official mobile apps not verifiedSelf-hosted PHP browser applicationBuyer-managed hosting/server

Integrations

Stripe PayPal Email lead/ticket intake CodeCanyon modules Bit Integrations Hosting backup and SSL

Pricing — verified 10/28/2026

What you’ll actually pay

Regular License: one-time
See pricing details

Current CodeCanyon checkout: $89 paid once, one installation for an end product whose users are not charged. Includes six months seller support and source code. Separate Perfex pricing comparison still shows $65. Recurring numeric fields intentionally null.

Extended License: one-time
See pricing details

Current CodeCanyon checkout: $385 once, one installation and defined permission to charge end users. The vendor comparison still quotes $295. SaaS multitenancy is NOT provided turnkey; engineering and license review required.

Support renewal
See pricing details

Optional seller support after initial six months; current extension quote not verified. Lifetime license does not mean lifetime direct support.

Hosting, modules and customization
See pricing details

Server, backups, payment gateway fees, third-party modules and bespoke development purchased separately; amounts vary.

Visit Perfex CRM

Official pricing / availability source · Checked 27 October 2026. Confirm current taxes, regional terms and allowances. A listed plan is not necessarily the cheapest option.

Editorial verification: 10/28/2026. Check the vendor's site for current pricing.

Read the full Perfex CRM pricing article

Alternatives to Perfex CRM

Read the full Perfex CRM alternatives article

Perfex CRM — frequently asked questions

Is Perfex CRM SaaS?
No. It is a self-hosted CRM installed on a buyer-controlled server, with single-installation licensing through CodeCanyon.
What is the current Perfex CRM price?
The current CodeCanyon seller checkout lists $89 Regular and $385 Extended one-time, while a separate vendor comparison page still shows $65/$295.
Is there a limit to Perfex CRM users?
The vendor says users are unlimited as far as the server can handle the load. Each licensed installation remains separate.
Can Perfex CRM issue invoices?
Yes. The vendor documents estimates, invoices, recurring invoices, client payment records and PDF output.
Does Perfex CRM support project tracking?
Yes. Project progress, tasks, time tracking, team assignments and billable expenses are documented.
Does the Regular license allow selling SaaS access?
No. Charging end users requires a suitable Extended license, but even this does not provide a ready-made multi-tenant SaaS application.
Are updates and support included forever?
The vendor advertises perpetual licensed use and updates; only the first six months of seller support are included.
Has Toollers installed Perfex CRM?
No. No server installation, security assessment, functional testing or named human review is in the supplied evidence.

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