Advanced Status Manager for Perfex CRM

Advanced Status Manager for Perfex CRM

Please note that the Advanced Status Manager module is exclusively designed to work with Perfex CRM and is not a standalone application. Currently, the module is fully compatible with Perfex CRM version 2.9.0 and above. We are actively working to extend support for earlier versions and plan to release updates for broader compatibility soon. Thank you for your understanding and support.

Discover Advanced Status Manager for Perfex CRM

This powerful tool enhances the management of task, project, and ticket statuses within your team. This module introduces flexible status workflows, allowing you to define, manage, and control task progress like never before. Perfect for teams seeking a more structured workflow, Advanced Status Manager ensures your tasks are organized, streamlined, and visible only to relevant team members.

Key Features:

• Custom Status Creation: Easily add, edit, and delete custom statuses for tasks, projects, and tickets, giving you the flexibility to match your specific workflow needs.
• Status Visibility Control: Manage who can view certain statuses, ensuring team members see only the tasks that are relevant to them.
• Workflow Automation: Set rules for status transitions based on current task statuses, allowing for a smoother flow of tasks and project management.
• Global Default Settings: Configure default visibility and order of statuses, ensuring your team operates within a standardized framework.
• Simple Installation: Quickly install the module via the admin panel in Perfex CRM, getting your team up and running with minimal setup.