Description
Flexible Media Gallery for Perfex CRM
Note: This is not a standalone application. This is a plugin for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use this plugin.
Flexible Media Gallery lets you create Media Albums where you get work done (Projects, Tasks, Leads, Tickets, Contracts). Each Media album can be internal-only or visible to customers (where applicable). This brings the power of sliders and popups together so you can scroll on the images to see the whole reel and click on any image to bring out a magical Full Screen view of the Gallery.
Why Gallery
- Unlimited Media Album: Create unlimited galleries(e.g., “Before”, “During”, “After”, “Site Visit #3”, “Issue Photos”, “Delivery Proof”)
- Works where your team works integrates into real workflows:
Projects: gallery tab inside the project
Tasks: embedded gallery in the task view/modal
Tickets: gallery tab inside the ticket
Customers: keep customer-specific visual documentation organized
Leads & Contracts: store sales/contract visuals right where they belong - Beautiful Slide Display: Present your images in a smooth, modern slideshow that enhances visual storytelling. Navigate seamlessly between images with an elegant full-screen view, perfect for showcasing project progress, design work, or client deliverables.
- Full Integration: Works effortlessly across your entire Perfex CRM. Attach galleries to projects, tasks, contracts, tickets, and leads, giving your team instant access to visual content exactly where it’s needed.
- Real-Time Notification: Never miss an update. Receive instant alerts when images are added to galleries, keeping your team and clients informed and in sync at all times.
- Flexible for Any Use Case: Adapt the gallery system to fit your workflow. Whether you’re managing project progress, sharing client deliverables, tracking issues, or organizing assets, this plugin works the way you need.
- Smart Access & Permissions: Manage access with ease. Define who can view or interact with galleries, keeping your media secure while enabling seamless collaboration between staff and clients.
Use Case
Construction, installation & engineering
- Create structured albums per milestone
- Reduce misunderstandings with clear visual documentation
- Keep photos tied to the exact project/task/ticket record
Field service & maintenance teams
- Capture issue photos on-site
- Track work progress with time-stamped album updates
- Share “fixed” proof with customers without messy email threads
Support teams handling hardware/physical issues
- Tickets become visual: “what broke”, “what we shipped”, “what was returned”
- Faster resolution because staff sees the problem instantly
Sales teams working with visual requirements
- Attach “requirements photos” to leads
- Keep signed contract-related images organized under contracts/customers
Agencies & creative teams
- Store design drafts, screenshots, and revisions in task albums
- Keep internal reviews private and only share approved albums to clients
