Perfex CRM Light Theme Review – 5/5 Stars
I am thrilled to share my experience with the Perfex CRM Light Theme, a stunning and highly versatile theme module designed for the Perfex CRM application. As a user of the Perfex CRM system, I was blown away by the simplicity and elegance of this theme, and I’m excited to dive deeper into its features and performance.
Design and Aesthetics
The Perfex CRM Light Theme is a masterclass in modern design, boasting a crisp and clean interface that sets it apart from other theme modules. The theme is designed to provide a superior user experience, with an emphasis on simplicity and elegance. The flat and modern design makes it perfect for businesses looking to revamp their CRM system’s aesthetic.
Installation and Compatibility
Installation is a breeze, taking only 10-20 seconds to get up and running. There’s no coding required, making it accessible to users of all skill levels. The theme is compatible with Perfex CRM versions 3.0.0 and above, ensuring a seamless integration with your existing system.
Functionality and Features
The theme module comes with a wealth of features that cater to both administrators and customers. The admin area boasts a sleek and modern design, making it easy to manage your CRM system. Customers, on the other hand, will appreciate the simplicity and ease of use offered by the theme’s new design.
Demonstration and Documentation
Before committing to a purchase, it’s essential to try out the theme in action. The demo is readily available online, allowing you to experience the theme’s functionality firsthand. The documentation, included in the zip file, provides a comprehensive guide to installation and configuration, ensuring a smooth transition for new users.
Compatibility and Updates
The Perfex CRM Light Theme has been regularly updated to ensure compatibility with the latest versions of Perfex CRM, as well as bug fixes and minor improvements. With a history of successful updates, you can be assured that the theme will continue to evolve and meet your needs.
Conclusion
In conclusion, the Perfex CRM Light Theme is an exceptional choice for Perfex CRM users looking to elevate their system’s aesthetics and user experience. Its modern design, simplicity, and ease of installation make it an attractive option for businesses of all sizes. With its regular updates, compatibility with the latest versions of Perfex CRM, and comprehensive documentation, the Perfex CRM Light Theme is an investment that is sure to pay off in the long run.
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Introduction
Perfex CRM is a powerful customer relationship management (CRM) system that helps businesses streamline their sales, marketing, and customer service processes. One of the key features of Perfex CRM is its ability to customize the user interface with different themes. The Light Theme is a popular choice among Perfex CRM users, as it provides a clean and modern design that is easy on the eyes. In this tutorial, we will walk you through the process of using the Perfex CRM Light Theme, including how to install it, customize it, and make the most of its features.
Step 1: Installing the Light Theme
To install the Light Theme, follow these steps:
- Log in to your Perfex CRM account and go to the Settings page by clicking on the gear icon in the top right corner of the screen.
- Click on the "Themes" tab and select "Light Theme" from the list of available themes.
- Click on the "Install" button to install the theme.
Step 2: Customizing the Light Theme
Once the Light Theme is installed, you can customize it to fit your brand and preferences. Here are some tips on how to customize the Light Theme:
- Logo: Click on the "Logo" tab and upload your company logo to the top left corner of the screen.
- Color Scheme: Click on the "Color Scheme" tab and select a color scheme that matches your brand.
- Fonts: Click on the "Fonts" tab and select a font that matches your brand.
- Layout: Click on the "Layout" tab and customize the layout of your Perfex CRM screen.
- Button Styles: Click on the "Button Styles" tab and customize the styles of your buttons.
Step 3: Using the Light Theme
Now that you have installed and customized the Light Theme, it's time to start using it. Here are some tips on how to make the most of the Light Theme:
- Navigation: Use the navigation menu at the top of the screen to access different modules and sections of Perfex CRM.
- Modules: Click on the "Modules" tab to access different modules such as contacts, accounts, and leads.
- Search: Use the search bar at the top of the screen to search for specific records or keywords.
- Filters: Use the filters at the top of the screen to narrow down your search results by date, name, and other criteria.
- Customization: Use the customization options at the top of the screen to customize your Perfex CRM screen.
Step 4: Advanced Customization
The Light Theme offers advanced customization options that allow you to tailor the theme to your specific needs. Here are some tips on how to use these advanced customization options:
- Custom CSS: Click on the "Custom CSS" tab to add custom CSS code to your Perfex CRM screen.
- Custom JS: Click on the "Custom JS" tab to add custom JavaScript code to your Perfex CRM screen.
- Custom Fields: Click on the "Custom Fields" tab to add custom fields to your Perfex CRM records.
Conclusion
In this tutorial, we have shown you how to install, customize, and use the Perfex CRM Light Theme. With these steps, you should be able to create a custom and functional CRM system that meets your business needs.
Here is an example of setting up Perfex CRM Light Theme:
General settings
theme: "crmlight" theme_vesion: "1.x" color_scheme: { primary_color: "rgba(0,136,169,1)"; secondary_color: "#455a64"; background_color: "#eee"; text_color: "#333"; brand_color: "#00adef"; brand_link_color: "#00e7ff"; selected_color: "#3498db"; hover_color: "#3bcaea"; }
Alerts settings
alert_duration: 5000; // milliseconds alert_colors: { success: "#00adef"; // green fail: "#ff9900"; // orange }
Buttons settings
button_primary_color: "#34567a"; button_danger_color: "#bc0c1f";
Footer settings
sticky_footer: true; enable_footer_copyright: false;
Form settings
form_header_background_color: "#eee"; form_box_shadow: true;
Here are the features of Perfex CRM Light Theme:
- Flat elegant light theme: Redesigns the ADMIN AND CUSTOMERS AREA with a simple white flat professional look for better user interface.
- No coding needed: Installation takes only 10-20 seconds and no coding is required.
- Demo available: A demo is available online for customers to check/preview the theme before purchasing.
- RTL Support: Added in Version 1.2.0.
- Animation effects: Added in Version 1.1.0.
- Mobile devices support: Improved design, minor bug fixes, and adjusted device responsiveness in Version 1.1.0.
- Theme settings: Removed in Version 1.2.1 due to better user experience, now users can enable/disable theme from modules section.
- Customers area support: Added in Version 1.2.1.
- Layout and styling changes: Improved/changed in Version 1.2.1.
- CSS minor fixes: Various CSS small fixes throughout different versions.
- JS and CSS loading improvements: Improved in Version 1.2.9.
- Compatibility with latest version of Perfex CRM: Compatible with latest version of Perfex CRM throughout different versions.
- Compatibility with Appointly: Updated in Version 1.3.0.
- Gantt support: New theme redesign in Version 1.2.7.
- Trending hover effects: Added in Version 1.2.8.
- CSS compatibility for all modules by i-Dev: Added in Version 1.2.8.
Note that some of these features may have been added or improved in subsequent versions of the theme.
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