For Perfex CRM 3.4 · Commissions · Points · Tiers · Coupons · Referrals
Sales Growth turns Perfex invoices into commission for your team and points for your customers — earned on the money you actually collected, approved before anyone is paid, and explained line by line. Add membership tiers, coupons, promotions and referral links, all in the CRM you already run.
Why Perfex Sales Growth
Most teams work out commission in a spreadsheet at month end, argue about it, and never get round to a loyalty scheme. Sales Growth does both from the invoices and payments already in Perfex.
Exports, formulas, a refund nobody noticed — and a sales rep who disagrees.
With Sales GrowthPrograms earn automatically when invoices are paid. Each entry links to its invoice and rule, approvers approve in bulk, and a rep can open a dispute on any line instead of a long e-mail thread.
Paid-out money is hard to claw back and impossible to explain.
With Sales GrowthCommission is earned on net cash collected. Credit notes and refunds reduce it; anything already approved or paid is never edited — a correction goes in as its own counter-entry for review.
Loyalty schemes need another app, another login and another place for customer data.
With Sales GrowthCustomers collect points on what they pay, climb membership tiers, use coupons and share referral links — inside their own Perfex customer area, redeemed as real Perfex credit notes.
What is inside
Use only commissions, only loyalty, or all of it. Every part writes to the same append-only ledger, so totals, statements and reports always agree.
Commission programs
A program says who earns, on what and when. Rules apply by invoice date, so a change next quarter never rewrites last quarter. Scope a program to customers, groups, items, item groups or products, and let several programs stack or keep only the best one.
Approvals and payouts
Pending entries wait for an approver — self-approval is off unless you allow it. Approved commission goes into payout batches; record the payment when the money leaves, in full or in parts, and optionally add it to Perfex expenses.
Points and tiers
Customers earn points on what they pay. Points expire after the months you choose, with a reminder before they do. Membership tiers — by points or by spend over a look-back period — add a member discount, a points multiplier and tags other modules can read.
Coupons and promotions
Create a coupon by hand or a batch of one-time codes downloaded once as CSV — only hashes are stored. Limit it by dates, minimum amount, total uses, uses per customer, customers, groups, items and item groups.
Referrals and partners
Customers create a referral link in their customer area. A new customer who registers or sends a web-to-lead form through it is attributed — even after the lead is converted — and the referrer earns points. Outside partners get commission through programs and see their own statement.
Random, expiring and revocable links stored as hashes; guessing is rate-limited. Signups and rewarded referrals are counted for the customer.
Link a partner to a customer contact and they see earned, approved and paid commission, download the PDF statement and share their own link.
Sales teams for team programs, and manager overrides: a manager earns a share of what their people earn.
One ledger
Every commission, point and payout is a row in an append-only ledger with its invoice, rule and period. Approved, paid and redeemed rows are never changed — corrections are counter-entries a person reviews.
Ask AI Staff · new in 1.0.1
With Perfex AI Staff installed, managers and reps ask about commission and targets in plain words. The answers use the same numbers as the Commissions and Targets reports, and “view own” staff only ever see their own.
“Top commission earners last month” — earned, payable, paid and pending per person, totals per currency, compared with the months before.
“How far is each rep from target?” — quota, achieved, attainment and what is left per person and month.
A ready suggestion chip for people who may read commission: what is approved and waiting to be paid.
Integrations
Invoices, payments, credit notes and refunds, estimates, items, customers, contacts, staff, roles, expenses, e-mail templates, the customer area, web-to-lead and cron.
Approved commission becomes a cost in project and customer margins, without counting the payout expense twice; a commission and points outflow report.
Six widgets for commission, payouts, targets, points and liability on your dashboards.
Triggers and actions for points, coupons, tiers and approvals; REST and signed webhooks; points and coupon snippets in replies.
Agents read commission and points within each person's rights and draft coupons for approval; statements as Document Studio templates.
Profit commission from real product costs; rewards and partner cards on the Client Hub home page.
Security & control
Nine Perfex permissions separate viewing, own-only viewing, creating, editing, deleting, approving, paying out, adjusting points and configuring.
Setup › Modules › upload the zip and activate Perfex Sales Growth. Make sure Perfex's cron job runs.
Sales Growth › Programs: for example 10% of paid invoices for the sale agent. Give approvers the Approve permission.
In Growth Settings, set the value of a point and turn on the customer area. Customers see My Rewards in their menu.
Roadmap
What we are building and planning. Plans can change, and we never promise dates: an item ships when it is ready and tested.
Read-only import of agents, rules, points and referrals, with undo by batch.
Approved commissions, payouts and points posted to the ledger. Needs Perfex Books.
Customers trade their points for rewards you set up.
Points, tiers and partner links in the customer portal.
One rate table with Cash & Capacity for multi-currency commissions.
Update the module from the Perfex admin, with a backup first and a way back.
Pricing
Perfex Sales Growth
$129one-time
One installation, unlimited staff, customers, programs and coupons. Licence and support terms are shown on the SellMyCode listing. No per-user fees. Sold by SellMyCode.
Buy on SellMyCode Read the documentationInterface in nine languages. Requires PHP 8.1 with BCMath. Recording a payout keeps accounting history; it does not send money.
You choose per program: on payment (the default, proportional to what was collected), on the invoice, or only when the invoice is fully paid. Credit notes and refunds reduce what was earned; applied credits do not count as cash.
Rules apply by invoice date, and each change is versioned. Pending entries can be recalculated; approved, paid and redeemed entries never change — a difference becomes a counter-entry for review.
No. It works out, approves and records commission. You pay the way you always do and record the payment in Sales Growth, optionally as a Perfex expense.
Commission is kept in the invoice's currency and converted with the monthly rate you enter for that currency. An entry without a rate waits — it is never converted at 1.
In their customer area, on one of their unpaid invoices, or by staff on the invoice. The discount is a real Perfex credit note applied to the invoice, so your books stay right.
Yes. Paste a CSV of opening points, or read an earlier commission or loyalty setup on the same Perfex database. Every import is previewed first and can be undone.
View sees all entries, view own only one's own. Approve, Pay out, Adjust points and Configure are separate permissions. Customers only ever see their own points, coupons and invoices.
No. Sales Growth uses Perfex's module hooks and its own tables. Deactivate it and its menus and background work stop; your data stays until you uninstall.
Perfex CRM 3.4 or newer (tested on 3.4.1), PHP 8.1 or newer with BCMath, MySQL or MariaDB with InnoDB, and Perfex's cron job.
Yes. The interface ships in English, Spanish, Portuguese (Brazil), French, German, Italian, Dutch, Turkish and Russian.
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 or secrets.
Programs that earn on cash collected, approvals and payouts, and a loyalty program your customers can actually use.