Custom Objects Module for Perfex CRM

Note: This is not a standalone application. This is a plugin for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use this plugin.

You know Custom Fields. Now go beyond them with Custom Objects and Apps.

Perfex gives you the flexibility to add custom fields to customers, leads, projects, and other records.

But what happens when the thing you need to manage isn’t a field?

A Property isn’t a field.
A Job isn’t a field.
A License isn’t a field.
An Asset, Vehicle, Inspection, Booking, Membership, or Case isn’t a field.
They’re records in their own right.

Custom Objects lets you create those records directly inside Perfex CRM — or anything else your business needs to manage — directly inside Perfex CRM.

Give them their own Fields, Records, Workflows, Kanban boards, Permissions, Reminders, and Relationships.

Built for the way your business actually works

Create objects for:

• Properties — listings, prices, bedrooms, status, owners
• Jobs — schedules, technicians, customers, stages
• Licenses — numbers, types, expiry dates, renewals
• Assets — equipment, assignments, condition, serial numbers
• Vehicles — fleet details, mileage, ownership, status
• Contracts — terms, dates, value, renewal stages
• Cases — priority, owner, resolution workflow
• Memberships — plans, renewals, member details
• Bookings — dates, resources, customers, amounts
• Inspections — sites, scores, findings, outcomes

And you don’t need a developer to build it.

KEY FEATURES

Create an Object in Simple Steps

Choose a template or start from scratch.

(1). Define your fields.

(2). Create your stages.

(3). Set permissions.

(4). Link it to customers, leads, or projects.

(5). Deploy it.

See How Custom Objects Works for your Business

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VERSION HISTORY

Version 1.0.0 – 31st August 2026

Initial Release