https://themesic.com/blog/ Practical writing on Perfex CRM, RISE CRM and self-hosted automation, from the developers who build the modules. en Fri, 07 Aug 2026 05:25:00 GMT https://themesic.com/blog/concord-crm-modules-from-sales-crm-to-business-system/ https://themesic.com/blog/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. Fri, 07 Aug 2026 05:25:00 GMT Concord CRM PHP Self-hosted https://themesic.com/blog/what-running-a-white-label-crm-saas-script-actually-takes/ https://themesic.com/blog/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. Fri, 07 Aug 2026 00:00:00 GMT saas php business webdev https://themesic.com/blog/perfex-crm-security-hardening-a-self-hosted-install/ https://themesic.com/blog/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. Thu, 06 Aug 2026 17:00:00 GMT Security PHP Perfex CRM https://themesic.com/blog/perfex-crm-sms-notifications-playbooks-for-invoices-tasks-tickets/ https://themesic.com/blog/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. Thu, 06 Aug 2026 00:00:00 GMT php automation tutorial business https://themesic.com/blog/automating-perfex-crm-with-a-rest-api-webhooks-openapi-and-mcp-for-ai/ https://themesic.com/blog/automating-perfex-crm-with-a-rest-api-webhooks-openapi-and-mcp-for-ai/ 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. Mon, 03 Aug 2026 00:00:00 GMT api php automation ai https://themesic.com/blog/mcp-server-for-crm-ai-agents-design-notes-from-shipping-one-in-php/ https://themesic.com/blog/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. Mon, 03 Aug 2026 00:00:00 GMT php api ai automation https://themesic.com/blog/perfex-crm-n8n-automation-5-practical-workflows-you-can-build-today/ https://themesic.com/blog/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. Mon, 03 Aug 2026 00:00:00 GMT api automation tutorial php https://themesic.com/blog/why-your-crm-needs-an-inbox-inside-a-perfex-crm-email-client/ https://themesic.com/blog/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. Mon, 03 Aug 2026 00:00:00 GMT php productivity automation business