Easily manage support packages in Perfex CRM
Support Package Manager, the module for managing your client support services
Structure and manage your support services
Create service packages to:
▪️ allocate service units to your clients;
▪️ accurately track usage, renewals, and validity periods.
Turn your support activity into a structured and scalable service, while ensuring that unrecorded interventions do not become unpaid work.
Accurately track services used
Record each package usage, deduct one or more units, and maintain a clear history of the services provided.
Each usage entry can be linked to the relevant ticket, making it easy to retrieve the context of the service provided.
Offer clear and profitable support packages
Define exactly which services are included in each package and deduct the units corresponding to the services actually provided.
Your team maintains a clear view of the available balance, completed support work, and each client’s history.
Clients can also access this information from their personal account.
This allows you to provide a clearer, more structured support offering while ensuring that completed services are not forgotten or left unrecorded.
Discover Support Package Manager in action
See how Support Package Manager works, from creating a support package to tracking the units used by each client.
All the features you need to build and manage your support packages
With Support Package Manager, you can:
▪️ create support packages with a defined number of units;
▪️ specify the usage rules and limits for each package;
▪️ assign a support package to a client;
▪️ define its validity period and renewal terms;
▪️ decide whether unused units can be carried over;
▪️ deduct one or more units for each service used;
▪️ link each usage entry to the relevant support ticket;
▪️ add a note describing the service provided;
▪️ view the available balance and complete usage history;
▪️ cancel a deduction and automatically restore the corresponding units;
▪️ allow clients to view their package, balance, and history from their client area.
This keeps all tracking centralized in Perfex CRM and accessible to both your team and your clients.
Comprehensive documentation to help you get started
Video tutorials and detailed documentation are available to guide you through the installation, configuration, and use of Support Package Manager.
Access tutorials and documentation →
Try all features free for 14 days
Discover Support Package Manager directly on your own Perfex CRM installation with a full trial version and no feature limitations.
For 14 days, you get:
▪️ access to all module features;
▪️ installation on one Perfex CRM instance;
▪️ comprehensive documentation and video tutorials;
▪️ the option to purchase a license at any time before the end of the trial period.
FAQ
How many installations is the license valid for?
A license is valid for one installation associated with a domain name or subdomain.
What happens if I change my domain name?
You can deactivate the license on your current domain and reactivate it on your new domain name.
Can the module be uninstalled without losing data?
Yes. You can uninstall the module while keeping its database tables and the data they contain.
You can also completely remove the module and its tables. In this case, only data specific to Support Package Manager is deleted.
In all cases, native Perfex CRM data, including your support tickets, remains unchanged.
What happens after the 14-day trial?
At the end of the trial period, access to the module’s features is suspended.
You can then remove the module and its tables, or keep the data so that you can reactivate the module later after purchasing a license.
Are updates included?
Yes. Support Package Manager updates are included with the purchased license, with no annual subscription, subject to the terms applicable on the date of purchase.
They include fixes and improvements released for this edition of the module that are compatible with supported Perfex CRM versions. Installation, migration, customization, and technical support services are not included.
Which versions of Perfex CRM are supported?
Support Package Manager is compatible with Perfex CRM 3.4.x versions.