These steps explain how to install Perfex CRM. Perfex CRM is complete Customer Relationship Management software used to track time spent on tasks and billing.
Perfex CRM Installation Process
NOTE: This is a manual installation of Perfex CRM. A complete overview of this installation and setup process from Perfex CRM's documentation can be viewed.
- Log into the appropriate cPanel
- Create a database, user, and password for use with the Perfex CRM installation
- Navigate to File Manager, located in the Files section
- Locate the site's document root
- Upload the Perfex CRM installation .zip file to the site's document root
- Extract the file to the document root folder
- Access URL
domain.com/installto launch the browser-based installer
REPLACE: Use the actual site domain name instead of domain.com. - Follow the installation steps
- Delete or remove the install folder when complete