For Perfex CRM 3.4 · Client files · Share links · Feedback · Roadmap
Give every customer and project a private file hub inside Perfex — folders, versions, previews, share links and upload requests — and give your clients a place to suggest ideas, report bugs, vote and follow your roadmap and changelog. In your client portal, with your permissions and your brand.
Why Client Hub
Contracts in one inbox, artwork in a file-transfer service, feature requests in a spreadsheet and "is this done yet?" in a chat. Client Hub puts all of it next to the customer in Perfex — and shows your clients only what is theirs.
Attachments get lost, links expire, and nobody knows which version is the final one.
With Client HubEvery customer and project has its own folders with versions and previews. Clients find the latest file in the portal; you see who downloaded it.
Asking for files means three reminder emails and a 25 MB attachment limit.
With Client HubSend an upload request with a due date and file types. The client uploads from the portal or a link — no account needed — and reminders go out on their own.
Requests come in through every channel and disappear without an answer.
With Client HubClients post and vote on boards, see the status change, follow the public roadmap and get an email when it ships in the changelog.
A private file hub per customer and per project.
Ideas, bug reports and questions, in the open or private.
Client files
Open a customer or a project and its files are there: a folder tree, thumbnails or a list, search across names and tags, and the storage bar. Drop files or whole folders; large files upload in parts and carry on after a dropped connection.
Share links
Share a file or a whole folder with anyone — a printer, a partner, a freelancer — without creating an account. Every link has rules, and you can see and stop it at any time.
Upload requests
Need a logo, a signed PO or 200 product photos? Send an upload request to a contact or to any email address. They upload from the portal or from the link in the email, straight into the folder you chose.
Client portal
Signed-in contacts get a Client Hub home: requests waiting for them, the latest files, their feedback and an Updates list of what changed. It works with Perfex's customer theme and with the portal theme of Perfex Design Studio, light and dark, on phones too.
Feedback boards
Boards collect ideas, bug reports and questions — public, for customers only, for one customer or for your team. The inbox sorts them by votes, trend, activity or the revenue of the customers who voted.
Roadmap
The staff roadmap is a board of Planned, In Progress and Done. Drag a card to change its status and everybody who voted or follows it hears about it. Clients see the same roadmap in the portal, and the public one on its own page.
Changelog
Write a changelog entry, link the posts it answers, and publish now or at a set time. Everybody who voted for those posts gets an email; subscribers get the news too.
Embeddable widget
Paste one line of script and a feedback button appears on your website or app. Visitors see the top ideas of a public board, vote and — if you allow it — post, and get similar posts suggested before they write a duplicate.
AI helpers
With Perfex AI Staff installed, Client Hub proposes — it never changes anything on its own. Each proposal waits on the post with Apply and Dismiss, for staff with the right to make that change.
Integrations
Customer and project tabs, Perfex permissions and contact permissions, the customer menu, Perfex email templates and bells, and Save PDF to Client Hub on invoices and estimates.
File approved deliverables into the project's Client Hub folder — by hand or automatically. New versions become versions, never duplicates.
Invoice and estimate PDFs filed into the hub use your Document Studio design when it is active.
Duplicate checks, summaries, tags, statuses and changelog drafts — proposals only, with AI Staff's provider, budgets and usage log.
Seven widgets: storage by customer, files added, files from customers, open share links, open feedback, top voted and roadmap progress.
Share links, downloads, access changes and deletions in Sentinel's audit log. Portal pages follow Design Studio's portal theme.
Security & storage
Files are kept outside the web folder by default, under random names, and reach a browser only through a page that checked who is asking. Public pages show only what they were made for and are rate limited.
.php.jpgnosniff, content security policy, attachment for anything that could run)DISABLE file or PCH_SAFE_MODE turns the client side off at once
Setup › Modules › Upload the zip and activate Perfex Client Hub. The Overview shows where files are stored and that the folder is private.
Choose the staff roles that see files and feedback, and which contacts see them in the portal. Set quotas and the file types you accept.
Add folders for your first customer, send an upload request, and open a feedback board. Turn on the public roadmap when you are ready.
Roadmap
What we are building and planning. Plans can change, and we never promise dates: an item ships when it is ready and tested.
Ask customers how likely they are to recommend you, and follow up on the answers.
Sales Growth points, tiers and partner links in the portal.
Read-only import of shared files and folders, with undo by batch.
Update the module from the Perfex admin, with a backup first and a way back.
Pricing
Perfex Client Hub
$99one-time
One installation, every staff member, customer and contact. Licence and support terms are shown on the SellMyCode listing. No per-user or per-gigabyte fees. Sold by SellMyCode.
Buy on SellMyCode Read the documentationInterface in nine languages. Optional AI help is billed by your AI provider through Perfex AI Staff; Client Hub works completely without it.
By default in a folder next to your Perfex folder, outside the web root, so no file can be opened by its address. You can choose another place with PCH_STORAGE_PATH in app-config.php. If neither is writable, the hub uses a protected folder inside uploads/ and the settings page shows the server rules to add.
You set the limit (512 MB by default, up to 20 GB). Files are uploaded in parts, so PHP's own upload limit does not matter, and an upload continues after a dropped connection.
No. Perfex's customer files stay as they are. Client Hub adds its own folders, which you can show in the customer menu as one Client Hub item or as separate items.
No. A contact only sees folders of their own customer that are open to them, and posts on boards they may see. Private bug reports are seen only by staff, the author and colleagues of the same customer. Public pages never show private posts, internal notes or other folders.
No. Links work without signing in, with the rules you set: expiry, password, download limit. Contacts who are signed in to the portal see their requests there too.
If you allow it. Votes from visitors are confirmed by email (or counted anonymously with limits, your choice). Posts from visitors wait for moderation.
No. AI helpers need Perfex AI Staff and an AI provider. Without them the same buttons use simple built-in rules, and everything else works the same.
No. Client Hub uses Perfex's module hooks, its own tables and Perfex's email templates. Deactivate it and the portal menu items, tabs and public pages are gone at once; your data stays until you uninstall.
Perfex CRM 3.4 or newer (tested on 3.4.1), PHP 8.0 or newer with the fileinfo extension, MySQL or MariaDB, and Perfex's cron for emails and reminders. GD for thumbnails and ZipArchive for folder downloads are recommended.
Yes. The interface ships in English, Spanish, Portuguese (Brazil), French, German, Italian, Dutch, Turkish and Russian, and emails use Perfex's email templates in each contact's language.
Contact us through sellmycode.net. Six months of support are included with every licence. Please add the module, Perfex and PHP versions and a screenshot — never passwords.
Files, requests, ideas and the roadmap — next to the customer in Perfex, private where it should be and public where you want it.