Cashfree Payment Gateway Module For Perfex CRM

Streamline Your Invoicing with the Cashfree Payment Gateway Module for Perfex CRM

Are you struggling to manage client payments within Perfex CRM? Manually tracking invoices and reconciling payments is time-consuming and prone to errors. It slows down your cash flow and takes you away from growing your business.

The Cashfree Payment Gateway Module for Perfex CRM is the ultimate solution to this problem. It seamlessly integrates India’s leading payment processor, Cashfree, directly into your Perfex CRM dashboard. This powerful module automates your entire payment collection process, making it faster, easier, and more secure for you and your clients.

Start accepting payments instantly and watch your productivity soar. This is the smart way to get paid.

Core Features at a Glance

Unlock a suite of powerful features designed to simplify your financial workflow and enhance your client’s payment experience. Here’s what makes this module a must-have for your Perfex CRM setup.

• Extensive Payment Options: Accept payments via 120+ modes, including Credit/Debit Cards, Net Banking, UPI, Wallets (Paytm, PhonePe), and EMI options.
• Seamless Perfex Integration: The module installs directly into Perfex CRM, automatically updating invoice statuses upon successful payment.
• Recurring Payments & Subscriptions: Effortlessly manage retainers and ongoing service contracts with built-in support for Cashfree Subscriptions.
• Enhanced Security: Leverage Cashfree’s secure, PCI-compliant infrastructure for every transaction, giving you and your clients peace of mind.
• One-Click Installation: Get up and running in minutes with a simple, straightforward installation process that requires no coding knowledge.
• Live & Sandbox Modes: Test your payment setup thoroughly in Sandbox mode before going live to ensure a flawless customer experience.
• Detailed Transaction Logs: Keep track of every payment attempt, success, or failure directly within your Perfex CRM for easy reconciliation.

In-Depth Feature Analysis

Let’s dive deeper into the three core features that will transform how you manage your business finances.

Comprehensive Payment Options for Higher Conversions

In today’s market, offering limited payment choices can lead to lost sales. Clients expect flexibility. This module connects you to Cashfree’s entire payment ecosystem, one of the most robust in India.

By providing options like UPI, which is now a dominant payment method, popular digital wallets, and even ‘Pay Later’ services, you remove friction from the payment process. This convenience directly translates to faster invoice payments and improved client satisfaction.

You are no longer just sending an invoice; you are providing a professional, modern, and easy-to-use payment portal that caters to every client’s preference.

Automated Workflow with Seamless CRM Integration

The true power of this module lies in its deep integration with Perfex CRM. Forget about manually checking your bank account and then updating invoices. This integration automates the entire cycle.

When a client pays an invoice through the Cashfree gateway, the module instantly communicates with your Perfex system. The invoice is automatically marked as ‘Paid’, a payment record is created, and the transaction details are logged. This hands-free automation saves you hours of administrative work each week, reduces human error, and ensures your financial records are always accurate and up-to-date.

Effortless Subscription and Recurring Billing

For agencies, consultants, and SaaS businesses, managing recurring revenue is the lifeblood of the company. This module simplifies that process entirely by supporting Cashfree Subscriptions.

You can set up recurring billing plans for your clients directly within Perfex CRM. The system will automatically charge the client’s saved card or payment method at the agreed-upon interval (monthly, quarterly, yearly). This ensures predictable cash flow, eliminates the awkwardness of chasing late payments, and provides a stable financial foundation for your business to grow.

Who Is This Module Perfect For?

This payment gateway is not a one-size-fits-all tool. It is specifically designed for businesses and professionals who rely on Perfex CRM to manage their operations and invoicing.

• Digital Marketing Agencies: Manage monthly retainers for SEO, PPC, and social media services with automated recurring billing.
• Web Development Freelancers & Agencies: Securely collect project milestone payments and ongoing maintenance fees.
• SaaS & Software Companies: Bill your customers for software subscriptions seamlessly through the CRM they are already familiar with.
• Business Consultants: Easily invoice clients for retainers and project-based work, offering them multiple convenient ways to pay.
• Service-Based Businesses: Any business using Perfex CRM to invoice clients in the Indian market will benefit from faster, automated payments.

Why Choose This Version? The Smart & Affordable Choice

You might see other versions of this module available, but ours offers a unique combination of value, freedom, and security. We believe in making powerful tools accessible to everyone.

Unbeatable Value

This module is available under the GNU General Public License (GPL). This means you get the exact same powerful, feature-rich code at a fraction of the original developer’s price. It’s the most cost-effective way to add premium functionality to your Perfex CRM setup.

Freedom to Use and Grow

The GPL license gives you the freedom to use the module on as many websites as you need, including client sites. There are no restrictive single-site licenses or ‘per-site’ fees. This is ideal for agencies and developers building and managing multiple Perfex installations.

Safe, Verified Code

We provide you with the original, untouched code directly from the developer. It is 100% free from malware, ads, or any malicious scripts. You can build your business on a secure and reliable foundation.

Frequently Asked Questions (FAQ)

Here are answers to some common questions about the Cashfree Payment Gateway Module for Perfex CRM.

Is this module compatible with the latest version of Perfex CRM?

Yes, we ensure our modules are tested and compatible with the latest stable versions of Perfex CRM. We regularly update our products to maintain compatibility and security as new versions of the core CRM are released.

What do I need to start using this Cashfree module?

To use this module, you will need a working installation of Perfex CRM on your server. You will also need an active Merchant Account with Cashfree. The module requires your Cashfree App ID and Secret Key to connect your CRM to the payment gateway.

Does this module support international payments?

This module’s ability to process international payments depends on your Cashfree account configuration. If Cashfree has enabled international payment acceptance on your merchant account, the module will be able to process those transactions seamlessly.

How do I receive updates for the module?

When you purchase from us, you get access to future updates for a full year. We will notify you when a new version is available, and you can download it directly from your account dashboard on our website. This ensures you always have the latest features and security patches.

Is the code provided here safe to use on my live business website?

Absolutely. The file you download is the original, unmodified code as released by the developer. It is licensed under the GPL, making it perfectly safe and legal to use. We do not alter the code in any way, ensuring its integrity and security.

Why is this module so much more affordable than on CodeCanyon?

Our business model is different. We purchase the original item and, because it’s licensed under the GPL, we are free to redistribute it. We don’t provide the direct, intensive support that the original author does, which allows us to offer the exact same product at a significantly lower price point.

Can I set up recurring subscriptions for my clients using this module?

Yes, one of the key features is full support for recurring payments via Cashfree Subscriptions. You can create subscription plans within Perfex CRM, and the module will handle the automated billing for you, saving immense time and effort.