Description
Dynamic CRUD & Form Builder for Perfex CRM
The Dynamic CRUD & Form Builder for Perfex CRMÂ introduces a flexible, no-code solution for creating fully custom data collection systems inside your CRM.
Powered by a drag-and-drop form builder, this module allows administrators to build dynamic forms, define table fields, manage submissions, and handle file uploads — all without writing a single line of code.
Ideal for teams that frequently need custom forms or workflows, the CRUD Builder supports public forms, customer portal forms, and staff-only forms with granular edit/delete permissions.
Whether you’re collecting applications, registrations, requests, surveys, documents, or internal data, the module offers a streamlined and scalable approach.
Features
- Seamless integration with Perfex CRM (v3.1.0 and above)
- Clean, Perfex-native UI with no core file modifications
- Powerful drag-and-drop form builder for creating custom forms
- Create and manage unlimited CRUD forms
- Define which fields appear in table/list view
- Supports text, number, checkbox, radio, select, file uploads, and more
- Full file upload handling (single & multiple files)
- Public Form support with optional Google reCAPTCHA
- Customer Portal Form support — clients can submit and manage their own entries
- Staff Form support with granular permission control
- Per-CRUD permissions: manage, create, edit, delete
- Master switches for enabling/disabling edit and delete actions
- Automatic folder creation and secure storage for uploaded files
- Submission management: view, edit, delete (based on permissions)
- Copy-to-link feature for sharing public forms instantly
- Update-safe, modular design with zero core file changes
