Assets Management module for Perfex CRM – Organize company and client assets

Description

Latest Release ⚡

NEW – Dashboard & Analytics
NEW – Check-in/Check-out
NEW – Reservations
NEW – Transfers
NEW – Reports (PDF, Excel, CSV)
NEW – Bulk Import
NEW – Audit Log
NEW – Webhooks
NEW – Custom Fields
NEW – Project Integration
NEW – Smart Notifications
NEW – Recurring Maintenance
NEW – QR & Barcode Support
NEW – Asset Expenses
NEW – Insurance & EOL Tracking

Track, Organise, and Manage Company and Customer Assets – Without the Spreadsheet Chaos

Your laptops, furniture, vehicles, and equipment deserve better than a messy Excel file. The Assets Management Module turns Perfex CRM into your single source of truth for everything you own – who has it, where it is, when it needs maintenance, and what it’s worth. All inside the dashboard you already use.

✅ Create assets in seconds – name, code, category, price, warranty, depreciation. Assign to staff or customers. Add images. Generate QR codes for physical audits. No more guessing who has the projector or when that laptop warranty expires.

✅ Allocate and revoke with one click. Track allocations and revocations in real time. Get automatic notifications when assets are assigned or returned. Know exactly who has what – always.

✅ Check-in/Check-out for temporary use – loan a laptop for a trip, a projector for a meeting. Set expected return dates. Get overdue alerts when items aren’t back. Record condition at return. Perfect for shared equipment.

✅ Reserve in advance – book assets for future dates. Approval workflow keeps things under control. No double-booking. Calendar view shows availability at a glance.

✅ Transfer between locations – moving offices? Reorganising departments? Track every move from initiation to completion. Full audit trail.

✅ Maintenance scheduling – preventive, corrective, inspection. Set recurring intervals. Track costs and vendors. Get reminders 7 days before maintenance is due. Never miss a service again.

✅ Depreciation & reports – export to PDF, Excel, or CSV. Assets list, depreciation report, maintenance history, checkout log, audit trail, utilisation stats. Hand everything to accounting or auditors in one click.

✅ Bulk import – hundreds of assets? Upload a CSV. Groups, units, and locations are created automatically. Get up and running fast.

✅ Webhooks – sync with Zapier, Make, or your own systems. 20+ events: asset created, allocated, checked out, warranty expiring, maintenance due, overdue checkout. Integrate without coding.

✅ Client portal – customers see their allocated assets in the client area. Control visibility per contact. Professional and transparent.

• The recorded videocast contains visuals using Perfex CRM Flat Admin Theme. You can use the live demo button to see it working under a factory-state Perfex Installation.

Included Functions

Assets Management Module contains the following functionality:

• ✅ Create assets (editing, removing)
• ✅ Create customer-based assets, corporate-only assets, and mixed ones
• ✅ Allocate assets to staff members
• ✅ Revoke an asset
• ✅ Add additional assets to existing asset
• ✅ Transfer assets between users
• ✅ Check-in/Check-out (temporary loans with return dates)
• ✅ Reservations (book assets in advance, approval workflow)
• ✅ Transfers between locations and departments
• ✅ Report an asset loss
• ✅ Report an asset as broken
• ✅ Liquidation record of an asset
• ✅ Warranty record of an asset
• ✅ Maintenance scheduling (preventive, corrective, recurring)
• ✅ Allocated assets list
• ✅ Revoked assets list
• ✅ Depreciation tracking and reports
• ✅ Dashboard with KPIs, charts, quick actions
• ✅ Reports – PDF, Excel, CSV (assets, depreciation, maintenance, checkout, audit, utilisation)
• ✅ Bulk import from CSV
• ✅ Audit log (full activity trail)
• ✅ Webhooks (20+ events)
• ✅ Custom fields (extend asset data)
• ✅ Project integration (assign assets to projects)
• ✅ Smart notifications (warranty expiry, maintenance due, overdue checkouts)
• ✅ QR codes and barcodes
• ✅ Asset expenses tracking
• ✅ Insurance expiry and expected end-of-life tracking
• ✅ Ability to separate assets by units, asset groups, and asset locations (listing as well)
• ✅ Ability to add images to your assets (publicly accessible, through changeable constant for uploadsdir)

Complete Feature Overview

Demo & Documentation Website

Feel free to check out our live demo, which contains the Assets Management module in production (sample Perfex CRM install).

Keep in mind that demo resets every hour (first fifth minute of the hour :05).

Click here to try Assets Management Module admin demo

Username: [email protected]
Password: 456654

Click here to try Assets Management Module customer demo

Username: [email protected]
Password: 456654