Promotion Codes Module for Perfex CRM

Simple promotion code module with dedicated comprehensive customer (segment) export manager.

Author: Ulutfa

Created: 12 May 2025

Portfolio: ulutfa

Email: lutfatusman@gmail.com

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Introduction

The Promo Code Module for Perfex CRM allows administrators to create, manage, and apply promotional discount codes to customer invoices, subscriptions, or other sales items like estimate, proposals, purchase orders, delivery notes e.t.c. Promo codes can be limited by usage count, expiry date, applicable customer groups, or services.

This document provides a comprehensive guide to setting up, configuring, and using the module within your Perfex CRM installation.

Features

• Create unlimited promo codes with customizable discounts (fixed or percentage).
• Set usage limits (overall or per-customer).
• Expiry date for promo codes.
• Restrict codes to specific customer groups or sales.
• Stripe subscriptions support and synchronization.
• Dedicated comprehensive customer segment export tool.
• Responsive UI for managing codes via the admin panel.