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 06:50:00 GMT https://themesic.com/blog/perfex-crm-payment-gateways-getting-paid-where-your-clients-are/ https://themesic.com/blog/perfex-crm-payment-gateways-getting-paid-where-your-clients-are/ Card checkout is not the only way an invoice gets settled. Direct debit, regional wallets and crypto in Perfex CRM, and how to pick the ones your customers will actually use. Fri, 07 Aug 2026 06:50:00 GMT Perfex CRM Payments PHP 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