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.
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.
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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.