Flexform – Perfex Form Builder

Transform Your Perfex CRM with a Powerful Form Builder

Are you struggling with the limitations of the default forms in Perfex CRM? You need a way to capture detailed leads, onboard clients efficiently, and automate data entry. The Flexform – Perfex Form Builder is the ultimate solution designed to supercharge your data collection process.

This powerful module integrates seamlessly with your Perfex CRM, giving you an intuitive drag-and-drop interface to build any form you can imagine. From simple contact forms to complex, multi-step questionnaires with conditional logic, Flexform puts you in complete control. Stop wrestling with code and start creating high-converting forms that feed data directly into your CRM.

Core Features of Flexform – Perfex Form Builder

Elevate your Perfex CRM experience with a suite of professional features. Flexform is built to be both powerful and incredibly easy to use. Here’s what makes it stand out:

• Intuitive Drag & Drop Builder: Visually construct your forms in real-time. No coding skills are required to create beautiful and functional forms.
• Powerful Conditional Logic: Create smart, dynamic forms that show or hide fields based on user input. Improve user experience and get more accurate data.
• Multi-Step Forms: Break long, intimidating forms into user-friendly, step-by-step pages. This is proven to increase form completion rates.
• Seamless Perfex Integration: Automatically create Leads, Contacts, Tickets, or Tasks in Perfex CRM from form submissions. Map your form fields directly to CRM fields.
• Payment Gateway Integration: Accept payments directly through your forms. Flexform supports popular gateways like Stripe and PayPal for easy transactions.
• Over 15 Custom Field Types: Go beyond basic text fields. Use file uploads, date pickers, signatures, star ratings, and more to capture the exact information you need.
• Pre-built Form Templates: Get started instantly with a library of professionally designed templates. Customize them to match your brand and specific needs.

A Deeper Look at Flexform’s Power Features

While the feature list is impressive, three key components truly set Flexform apart. They work together to provide an unparalleled form-building experience within Perfex CRM.

Intuitive Drag-and-Drop Form Builder

Forget complex shortcodes or confusing settings panels. Flexform provides a clean, visual canvas where you build your forms. Simply drag elements from the field library and drop them into place.

You can easily reorder fields, create multi-column layouts, and see a live preview of your form as you build it. This visual approach dramatically speeds up your workflow. You can go from idea to a fully functional, embedded form in just a few minutes.

Powerful Conditional Logic Engine

Conditional logic is the secret to creating intelligent forms that feel like a conversation. It allows you to create rules that change the form based on a user’s answers. This feature is a game-changer for user experience and data quality.

• Show/Hide Fields: Only ask relevant questions. For example, if a user selects “Other” in a dropdown, you can reveal a text box for them to specify their answer.
• Dynamic Redirection: Send users to different thank-you pages based on their submissions. A high-value lead could be sent to a booking page, while others see a standard confirmation.
• Improve Conversions: By making forms shorter and more relevant to each user, you significantly reduce form abandonment and increase completion rates.

Seamless Perfex CRM Integration

The true power of Flexform is its native integration with Perfex. This isn’t just a simple add-on; it’s a tool designed to enhance your core CRM workflows. You can precisely map each form field to a corresponding field in Perfex.

Automate your business processes by having form submissions instantly create new records. A “Request a Quote” form can automatically generate a new Lead. A “Support Request” form can create a new Ticket assigned to the correct department, complete with file attachments and custom field data.

Who is Flexform Perfect For?

Flexform is a versatile tool that provides immense value to a wide range of Perfex CRM users. Its flexibility makes it an essential module for anyone serious about automation and data collection.

Agencies & Developers

Build sophisticated client intake forms, detailed project brief questionnaires, and branded support portals. Deliver more value to your clients by creating custom, automated workflows that feed directly into their CRM, saving them hours of manual data entry.

Sales & Marketing Teams

Create high-converting lead generation forms for your landing pages. Design registration forms for webinars and events that accept payments. Use Flexform to build powerful web-to-lead funnels that ensure no opportunity is missed.

Service-Based Businesses

Streamline your operations with custom forms for every need. Develop detailed quote request forms, client onboarding checklists, and customer feedback surveys. Collect digital signatures for service agreements and automate task creation for new projects.

Why Choose This Version of Flexform?

You have choices when it comes to acquiring powerful tools for your business. Here’s why our version of Flexform, offered under the GPL, provides the best combination of value, freedom, and security.

Unmatched Freedom and Cost-Effectiveness

Traditional licenses often restrict you to a single website and require expensive annual renewals. With the General Public License (GPL), you gain true ownership. You are free to use Flexform on as many personal or client websites as you need, all for a single, affordable price.

This freedom is a massive advantage for freelancers and agencies. You can build incredible value into your client projects without incurring recurring software costs. It’s the smart, sustainable way to build your toolkit.

100% Original and Secure Code

Your website’s security is our top priority. The version of Flexform you receive from us is 100% original, untouched, and authentic. We acquire the files directly from the developer and pass them on to you without any modification.

You can be confident that the code is clean and free from any malware or security vulnerabilities. You get the full, premium functionality in a safe and secure package, allowing you to focus on growing your business.

Frequently Asked Questions about Flexform

Is Flexform compatible with the latest version of Perfex CRM?

Absolutely. We ensure our plugins are tested for compatibility with the latest stable releases of Perfex CRM. You can install Flexform with confidence, knowing it will integrate smoothly with your existing setup.

Can I create forms that accept payments with Flexform?

Yes, you can. Flexform includes built-in integration for both Stripe and PayPal, two of the world’s most popular payment gateways. This allows you to easily collect payments for services, registrations, or products directly through your forms.

Does this form builder support file uploads?

Yes. Flexform comes with a dedicated file upload field. This is perfect for collecting documents for support tickets, client project assets, user-submitted content, and much more. You can also specify allowed file types and size limits.

Do I need a license key to use all the features?

No, a license key is not required to activate or use any of the core features of Flexform. All functionalities, including the drag-and-drop builder, conditional logic, and Perfex integration, work perfectly without a key. The key is typically only for receiving automatic updates and premium support directly from the original developer.

How do I receive updates for Flexform – Perfex Form Builder?

When a new version is released by the developer, we make it available for download in your account dashboard. You can then update the module manually by uploading the new version to your Perfex installation. This ensures you always have access to the latest features and security patches.

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

Yes, it is completely safe. The files we provide are the exact, original files as released by the developer under the GPL. They are not altered or modified in any way, ensuring they are free from any malicious code.