Domain Manager for Perfex CRM – Manage and Track Your Domains Efficiently

Description

Domain Manager for Perfex CRM – Manage and Track Your Domains Efficiently

Domain Manager for Perfex CRM – Manage and Track Your Domains Efficiently is a powerful Perfex CRM module designed to help businesses, agencies, and freelancers efficiently track, manage, and organize domain names within their CRM. It allows users to associate domains with clients and projects, monitor expiration dates, and manage DNS hosting & registration statuses—all from a single, intuitive interface.

Key Features:

1. Add & Edit Domains

   Easily store domain details like name, registrar, purchase date, and expiry date.

2. Status Tracking

   Categorize domains as Active, Expiring Soon, Expired, or Pending.

3. Link Domains to Clients & Projects

   Assign domains to specific clients or projects within Rise CRM.

4. Custom Notes & Descriptions

   Store additional details for easy reference.

Installation Guide:

1. Log in to PerFex CRM as an administrator.
2. Navigate to Setup > Modules.
3. Select the extracted upload.zip at Module installation selection prompt and press Install.
4. You’re all set!