The Best Perfex CRM Productivity & Project-Management Modules
Perfex CRM is capable out of the box, but the everyday friction shows up in the details: task lists grow into the hundreds with only rigid default views, list tables show fixed columns whether or not they hold the fields you care about, projects lack a real timeline, and the documents you send look like stock output. The right add-on removes one of those frictions - the trick is matching the module to the specific drag on your team, because they solve genuinely different problems and a few of them overlap.
There are four jobs these modules cover. Project and task management - turning flat projects into boards, Gantt timelines and sprints, or just slicing tasks down to what matters today. Custom data and reporting - reshaping list views and building saved, exportable filters. Documents and strategy - styling the PDFs that leave your CRM, planning key accounts, and drawing the diagrams that explain a process. And lightweight organisation - color-coded bookmarks that group tasks without any heavy setup. Some are deep platforms you adopt; others are focused, no-code utilities you install in minutes.
The seven modules below are ordered strongest-first by adoption and rating. All run natively on the CodeIgniter-based Perfex core, reuse your existing projects, tasks, milestones and clients rather than duplicating data, and most install with a standard module upload. Where two modules cover similar ground - and a couple genuinely do - the notes say exactly which one to reach for.
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The most adopted module here (~543 sales, a 5.0 rating from 5 reviews) and by far the deepest - it upgrades Perfex projects into a full delivery platform without leaving the CRM. You get four views of every project (a List command post with EVM metrics, a Gantt chart with finish-to-start dependencies and a critical path, a drag-and-drop Kanban board, and a Calendar with iCal subscribe), plus built-in agile sprints with backlog, burndown and velocity charts. Earned Value Management surfaces PV, EV, AC, CPI, SPI, EAC and ETC; timesheet approvals, resource utilisation, invoice integration and a branded client portal round it out. AI suggestions for assignee and due date work rule-based with no API key, or optionally via OpenAI/Anthropic. The honest trade-off: it is a large, feature-dense platform - more than a small team chasing a single pain point needs, and it overlaps the bookmarks and task-filter modules below, since it bundles task bookmarks and a custom report builder.
Best for: Teams running real project delivery - sprints, client engagements or internal initiatives - who want timelines, EVM budgeting, timesheets and a client portal in one native hub.
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The practical everyday win and the second most adopted of the set (~326 sales, 4.09 rating from 11 reviews): it gives you drag-and-drop control over the columns in Perfex list views, so each section shows the fields that drive decisions and hides the noise. Add, remove and reorder columns with no code; surface data Perfex already stores but normally buries behind extra screens; and pull your own custom fields inline instead of opening each record. Crucially, layouts are per staff member, so sales, support and finance each keep the view that fits their role, and you can restyle tables with your own CSS. It works across Leads, Customers, Proposals, Estimates, Invoices, Expenses, Projects, Tasks and Contracts, exposing a deep field set for each. The trade-off: it reshapes existing list views - it is not a saved-filter or reporting engine, so pair it with the task-filter module if you need named, conditional reports.
Best for: Any team that wants faster lookups and less clicking by tailoring Perfex list-view columns - per person - to the fields they actually use.
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A complete diagram editor built into Perfex (~267 sales, 5.0 rating from 3 reviews), powered by the proven diagrams.net engine - so the flowchart that explains a project lives next to the project, with no separate diagramming subscription. The editor does what you expect from a professional tool: drag-and-drop shapes from a library of more than 1,000 shapes and templates, smart self-rerouting connectors, inline labels, tables and swimlanes, full styling with sketch mode, shape search, and generate-from-text templates. It covers BPMN, flowcharts, org charts, UML, ER and network diagrams, and imports custom transparent icons from a remote URL. Diagrams are organised into groups with staff/group filters and live search, support real-time collaboration via shared cursors, and can be assigned to Projects and Tasks - each with its own URL so it shows in the Customers Area for clients. The trade-off: it is a visual-documentation tool, not a project or data module - valuable only if your team actually draws diagrams.
Best for: Teams that map onboarding flows, process models or architecture and want a full diagrams.net editor inside the CRM, shareable with clients in the portal.
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A strategic key-account workspace inside Perfex (~210 sales, 5.0 rating from 4 reviews) that replaces spreadsheets for your most important clients. Every plan is organised under four sectors - Due Diligence, Team Information, Service Ability Offering and Planning - with spreadsheet-style entry (Handsontable), BCG-model classification (Question Marks, Stars, Dogs, Cash Cows), a Red/Yellow/Green status, and a calculated plan-health score. A built-in MindMap editor (export PNG/SVG) keeps visual strategy where the plan lives. The standout is delivery linkage: plans connect to real Perfex projects, invoices, estimates and proposals, with Quick Create Project and bidirectional task sync so a status change on either side updates the other. A dashboard surfaces revenue-versus-plan and at-risk accounts; saveable filters, a Kanban view, plan comparison, PDF/.xlsx export, templates, webhooks and a read-only client portal round it out. The trade-off: it is built for a focused set of strategic accounts, not high-volume transactional client management.
Best for: Account managers running structured plans for enterprise or key clients who need vision, financials, tasks and strategy linked to real Perfex projects and invoices.
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When task lists run into the hundreds, the default views stop helping - this module (~210 sales, 4.0 rating) lets you build named, reusable filters that slice tasks by project, milestone, deadline, status, priority, assignee and time spent. You choose which fields each filter surfaces and the exact conditions to match, narrowing by time range (last month, this quarter), priority, status and staff in combination. A genuinely useful touch is late and at-risk detection - isolate tasks not started, in process or completed late to catch bottlenecks early. It is multi-user by design: each staff member owns their own filters, every filter shows its creator, and any filter opens as a clean sortable table with built-in export for status meetings and client updates. The honest framing: it is a task-filtering and reporting layer, and the Project Roadmap module above already bundles a custom report builder - choose this standalone module when focused, saved task views are the specific need.
Best for: Teams drowning in long task lists who want per-person saved filters and exportable, reporting-ready task views - without adopting a full project platform.
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Perfex offers only minimal control over how generated PDFs look; this module (~204 sales, 4.29 rating from 7 reviews) closes that gap with a true WYSIWYG editor, so every document that leaves your CRM carries your branding. Style Proposals, Estimates, Invoices, Credit Notes, Payments and Contracts with custom headers and footers, injectable cover and closing pages using dynamic placeholders (contract id, subject, dates, value), chosen fonts and colors, and custom row coloring inside item tables - all without editing template files by hand. Each document type keeps its own cover, header, footer, closing page and items-table settings, so a formal contract can look different from a quick estimate. The honest limit, stated upfront: it builds on Perfex's native PDF driver (version 3.0+) and inherits its constraints, including a 110px height ceiling for banner images and single-line footer text - so it elevates the stock output rather than giving you unlimited page-design freedom.
Best for: Businesses that want branded, professional-looking proposals, invoices and contracts configured per document type, with no template-file editing.
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The lightest, most focused utility here (~139 sales, 5.0 rating from 3 reviews) - and the cheapest. It lets you group related tasks into named, color-coded bookmark lists so you stop scrolling a flat list: build buckets by client, sprint or department, each with its own name, icon and color. A new TASK BOOKMARKS item appears in the admin sidebar, every bookmark shows as a new column next to each task so tagging is one click, and you can pin a bookmark to the Dashboard to keep its tasks visible and sort all tasks by bookmark to focus on one group. There is nothing else to configure and no external tool to sync. The honest trade-off: it is intentionally simple - no conditional filtering, reporting or export - so if you need saved conditional reports reach for the task-filter module, and note the Project Roadmap module already bundles task bookmarks.
Best for: Individuals and small teams who just want to group and pin tasks by client, sprint or department with zero setup overhead.
| Module | Platform | Standard | Rating | Best for |
|---|---|---|---|---|
| Project Roadmap with Reporting & Workflow Automation module | CodeIgniter | $39 | ★ 5.00 | Teams running real project delivery - sprints, client engagements or internal initiatives - who want timelines, EVM budgeting, timesheets and a client portal in one native hub. |
| Custom Data Tables for Perfex CRM | CodeIgniter | $69 on CC | ★ 4.09 | Any team that wants faster lookups and less clicking by tailoring Perfex list-view columns - per person - to the fields they actually use. |
| Diagramy | CodeIgniter | $39 | ★ 5.00 | Teams that map onboarding flows, process models or architecture and want a full diagrams.net editor inside the CRM, shareable with clients in the portal. |
| Account Planning | CodeIgniter | $39 | ★ 5.00 | Account managers running structured plans for enterprise or key clients who need vision, financials, tasks and strategy linked to real Perfex projects and invoices. |
| Advanced Task Filters & Smart Workflow for Perfex CRM | CodeIgniter | $39 | ★ 4.00 | Teams drowning in long task lists who want per-person saved filters and exportable, reporting-ready task views - without adopting a full project platform. |
| PDF Customizer module for Perfex CRM | CodeIgniter | $79 on CC | ★ 4.29 | Businesses that want branded, professional-looking proposals, invoices and contracts configured per document type, with no template-file editing. |
| Task Bookmarks | CodeIgniter | $29 | ★ 5.00 | Individuals and small teams who just want to group and pin tasks by client, sprint or department with zero setup overhead. |
The verdict
For most teams the decision comes down to the friction you feel most. If project delivery is the bottleneck, the Project Roadmap module is the strongest pick - the most adopted (~543 sales) and the deepest, folding Gantt, Kanban, sprints, EVM budgeting, timesheets and a client portal into one native hub, and bundling smaller features like task bookmarks along the way. If instead the daily drag is just that Perfex shows the wrong fields, Custom Data Tables is the highest-leverage, lowest-effort win, with per-staff column control across the whole CRM. From there it is about scope: Advanced Task Filters for saved, exportable task reports without a full platform; Account Planning to run strategic key accounts linked to real projects and invoices; Diagramy when your team actually draws process maps; PDF Customizer to make every document you send look deliberate; and Tasks Bookmark as the cheap, zero-setup way to group and pin tasks. They overlap only at the edges, and the notes above flag exactly where - so match the module to the specific job and you will not pay for a platform when a focused utility would do.
Questions, answered
Which Perfex module should I start with for productivity?
It depends on the friction. If projects are your bottleneck - you need timelines, sprints, budgeting or a client portal - start with Project Roadmap, the deepest and most adopted module here. If the daily pain is just that list views show the wrong columns, Custom Data Tables is the fastest everyday win. If task lists are unmanageably long, Advanced Task Filters builds the saved views you need. Match the module to the specific drag on your team rather than buying the biggest one by default.
Do these modules duplicate my Perfex data or need external tools?
No. Every module here is native to Perfex CRM and reuses your existing projects, tasks, milestones, staff and clients - there is no duplicate data and no third-party app to keep in sync. Project Roadmap, Account Planning, Advanced Task Filters and Tasks Bookmark all work directly off your current records; Diagramy and PDF Customizer add their own content (diagrams, document styling) inside the CRM. All run on the CodeIgniter-based Perfex core and support PHP, with most requiring 7.4 or later.
Do Project Roadmap, Advanced Task Filters and Tasks Bookmark overlap?
They overlap a little, and the honest answer is to buy by scope. Project Roadmap is a full project-management platform that already bundles task bookmarks and a custom report builder, so if you adopt it you may not need the standalone modules. Choose Advanced Task Filters when focused, saved, exportable task reports are your specific need and you do not want a whole platform; choose Tasks Bookmark when you simply want lightweight, color-coded grouping with zero setup. The smaller modules are also far cheaper if the big platform is more than you need.
Do I need a developer to use these modules?
No - these are no-code modules aimed at admins and end users, not developers. Custom Data Tables, Advanced Task Filters, Tasks Bookmark, Diagramy and PDF Customizer are all configured through point-and-click interfaces and install with a standard module upload and activation. Account Planning and Project Roadmap are deeper but still configuration-driven; their only optional code-adjacent step is connecting an AI provider key for enhanced suggestions in Project Roadmap, which is entirely optional since rule-based mode works without one.
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