Blog
Notes from building CRM software
Practical writing on Perfex CRM, RISE CRM and self-hosted automation - APIs, AI agents, webhooks and the workflows they make possible. Written by the people who build and maintain the modules, so the details are first-hand.
Perfex CRM Google Sheets Sync: What Two-Way Actually Means
How two-way Perfex CRM Google Sheets sync works: why export-only fails, real bulk-editing and reporting workflows, and the limits to know before you buy.
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Perfex CRM QuickBooks Integration: Ending Double Data Entry
How a one-way Perfex CRM QuickBooks integration syncs invoices, payments, and expenses, and the tax and region edge cases to plan for before connecting.
Perfex CRM Zapier Integration: No-Code Automation With 4 Zap Recipes
What a Perfex CRM Zapier integration unlocks: 10 triggers, 11 actions, and four practical no-code Zap recipes for non-developers.
Perfex CRM vs RISE CRM: An Honest Comparison for Agencies
Perfex CRM vs RISE CRM compared by a vendor that builds API modules for both: platform philosophies, automation stacks, and criteria to choose.
Perfex CRM GraphQL API: Query Custom Module Data in One Request
How a Perfex CRM GraphQL API queries native and custom module tables in one request, plus an honest look at when REST is the better choice.
Self-Hosted AI Customer Service Without the SaaS Inbox
How to run omnichannel AI customer support on your own Perfex CRM server instead of renting a SaaS inbox, and where the self-hosted boundary really ends.
RISE CRM Zapier: Practical Recipes for Freelancers and Agencies
How the RISE CRM Zapier plugin connects RISE to 7,000+ apps: four triggers, four actions, and five practical automation recipes for small teams.
Anatomy of a Multi-Tenant SaaS CRM PHP Stack: A LeadHub Tour
An architecture tour of LeadHub, a self-hosted multi tenant SaaS CRM PHP script: tenancy, lead pipelines, web-to-lead forms, automations, and billing.
Capture Leads From 19 Channels Without Zapier Glue
How to capture leads without Zapier: 19 native channels, UTM attribution that arrives attached, and a way to retire the per-task bill your CRM setup pays.
GDPR CRM for Agencies: Why Data Residency Gets Decided for You
A GDPR CRM for agencies starts with where the data lives. See how self-hosting turns residency into your choice and which compliance features must ship.
AI SDR: Following Up Every Lead Until a Human Replies
See how an AI SDR follows up every new lead by email until a human replies, why stop-on-reply is the feature that matters, and what your own LLM key changes.
CRM Contact Limits: How Per-Contact Pricing Taxes Growth
CRM contact limits turn growth into a bill: how per-contact pricing works, why tier cliffs punish success, and what contacts cost on a server you own instead.
Is GoHighLevel Worth It for a Small Agency? A Fair Test
Is GoHighLevel worth it for a small agency? A one-page audit of what you actually used last month - and what owning that subset outright would cost instead.
Who Owns Your CRM Data? The Question Agencies Skip
Who owns your CRM data when it lives on a hosted platform? The real risks ranked by likelihood - and the exposure rule that tells you when ownership matters.
Leaving GoHighLevel: A Migration Checklist That Works
Leaving GoHighLevel without losing data, numbers or leads - export first, port numbers, rebuild capture, then cancel. A migration checklist in working order.
CRM SMS Costs: Why Bring-Your-Own Twilio Beats Rebilling
Cut CRM SMS costs by connecting your own Twilio or Plivo account - see the real math at 1,000 and 10,000 messages versus platform wallet rebilling markups.
GoHighLevel SaaS Mode vs Owning Your Platform Outright
GoHighLevel SaaS mode lets you resell a platform you rent. See what ownership inverts - plans, gateways, margins - at 10, 30 and 100 client workspaces.
LeadHub vs GoHighLevel: An Honest Comparison for Agencies
LeadHub vs GoHighLevel, compared by the people who build LeadHub: where GHL genuinely wins, where ownership wins, and a decision rule for your agency type.
GoHighLevel Pricing: What Agencies Actually Pay Per Year
GoHighLevel pricing starts at the tier and ends at the invoice. We run the three-year math on usage rebilling and what owning the platform costs instead.
Self-Hosted GoHighLevel Alternative: What Actually Changes
What a self hosted GoHighLevel alternative really changes: own the code, the data and the margin - and know exactly what GHL still does better before you move.
Perfex CRM Payment Gateways: Getting Paid Where Your Clients Are
Card checkout is not the only way an invoice gets settled. Direct debit, regional wallets and crypto in Perfex CRM, and how to pick the ones your customers will actually use.
Concord CRM Modules: From Sales CRM to Business System
Concord CRM tracks deals well and stops there. A tour of the modules that extend it into invoicing, accounting, HR, inventory, procurement and multi-tenant SaaS.
What Running a White Label CRM SaaS Script Actually Takes
What launching a CRM SaaS on a white label CRM SaaS script involves: tenant onboarding, plans and feature gates, billing, and the work you still own.
Perfex CRM Security: Hardening a Self-Hosted Install
Self-hosting a CRM means owning its security. A practical, layer-by-layer pass over a Perfex CRM install: the host, the login endpoint, staff permissions and the data itself.
Perfex CRM SMS Notifications: Playbooks for Invoices, Tasks, Tickets
Perfex CRM SMS notifications in practice: supported gateways, merge-field templates, scheduling, and three copyable messaging playbooks.
Automating Perfex CRM with a REST API: webhooks, OpenAPI and MCP for AI agents
Perfex CRM has no built-in REST API. Here is how to add one and automate it with webhooks, n8n, an OpenAPI spec and 148 MCP tools for AI agents.
MCP Server for CRM AI Agents: Design Notes From Shipping One in PHP
Design lessons from shipping a Model Context Protocol server in a self-hosted PHP CRM: JSON-RPC 2.0, permission-filtered tools, read-only AI agents.
Perfex CRM n8n Automation: 5 Practical Workflows You Can Build Today
Five practical n8n workflows for Perfex CRM with a free community node: lead capture, invoice follow-ups, Sheets exports, ticket routing, AI Agent tools.
Why your CRM needs an inbox: inside a Perfex CRM email client
How a Perfex CRM email client removes the tab-switching tax: IMAP sync details, OAuth2, CRM filing rules, and honest notes on when it is not a fit.