Logged-in users with the feature on their plan see a
Temporary Email
menu. You can also enable a public page so visitors can generate an inbox without creating an account.

Features

• One-click disposable address generation on your configured domains
• Live inbox with auto-refresh, HTML/text rendering, and attachment downloads
• Per-plan limits for number of addresses and attachment storage (MB)
• Optional public (guest) access with IP-based address limits and captcha
• Inbound providers: Mailgun, SendGrid, Postmark, and Cloudflare Email Routing
• Configurable address duration and message retention with cleanup cron
• Attachment store/discard controls (separate for logged-in users and public guests)
• Admin overview of all addresses with search and delete
• Marketing feature page

AutoPay lets users set up a payment once, for example “Send 50 to Mom every month on the 1st”,
and it runs automatically on every due date from their wallet.
Every scheduled run goes through OvoPay’s own payment engine, so charges, limits and transaction history stay
exactly the same as a manual payment.

Whether you run a digital wallet, a bill payment service, or a full mobile money platform,
AutoPay adds the recurring payments your users expect, with retries, reminders and complete admin
visibility built in.

Highlighted Features

7 Automatable Services:
Schedule Send Money, Bank Transfer, Utility Bill, Mobile Recharge, Education Fee, Donation and Merchant Payment.

Flexible Repeat Intervals:
Repeat payments every few days, weeks or months at the hour the user chooses.

End Date or Total Runs:
Stop a schedule on a set date, after a set number of payments, or let it run forever.

Same as a Manual Payment:
Each run uses the current charges, limits and transaction history of OvoPay’s payment engine.

Smart Retry Policy:
Temporary failures are retried automatically and a schedule stops itself after repeated failures.

Upcoming Payment Reminders:
Remind users before a payment runs so they can top up their wallet in time.

Smart Notifications:
Notify users when a payment succeeds, fails, or when a schedule is paused or stopped.

Admin Schedules & Run Logs:
See every schedule and every payment attempt with its amount, charge, Trx and result.

Run Now:
Let admins make a scheduled payment immediately to help a user after a problem is fixed.

Service Control:
Choose which services users can automate. Switching one off pauses its schedules safely.

Web & User App:
Users create and manage schedules from the website and the User App.

Why Choose AutoPay?

Built for OvoPay:
Designed specifically for OvoPay to ensure smooth integration, optimized performance, and
maximum compatibility.

One-Click Addon Activation:
Simply upload the addon from the Addon Manager and activate it instantly within seconds.

Secure Transactions:
Payments are made only from the user’s own wallet balance, with nothing reserved in advance.

Shared Hosting Friendly:
A configurable batch size keeps the background cron fast and light on any server.

More Transactions, More Revenue:
Recurring payments keep users active on your platform and grow your transaction volume.

Reliable Rocket Support:
Get fast, friendly, and professional assistance from our dedicated support team whenever you need
help.

Requirements

AutoPay is an addon module for OvoPay and not a standalone product.
An active installation of OvoPay is required before using this addon.

OvoPay Installation Required:
You must have OvoPay installed to use the AutoPay addon.

Latest Version Recommended:
Using the latest version of OvoPay is recommended for the best compatibility, stability,
and performance.

Cron Job Required:
The server cron job must be running, as scheduled payments are processed in the background.

Premium Support

We believe great products deserve even better support.
Our dedicated rocket support team is always ready to help you with installation, setup, troubleshooting, and
technical assistance.

Trusted by customers with 90+ positive reviews
Maintaining an average rating of 4.9+ for support quality and customer satisfaction

Email Support:
support@ovosolution.com

Support Center:
https://ovosolution.com/get-support

Whether you are launching a photo-restoration service, adding image tooling to an existing brand or building a credit-based SaaS from scratch, everything is configured from the admin panel — no code edits required.

Live Interactive Script Demo

Explore the storefront, the customer workspace and the administration portal before choosing your license:

Demo URL: https://demo.pixelaxis.net/pixenhance/

Super Admin Dashboard Credentials

Manage render jobs, credit pricing, payment gateways, the frontend CMS, AI providers and system-wide configuration:

• URL: https://demo.pixelaxis.net/pixenhance/admin/login
• Username/Email: admin@example.com
• Password: password

Customer Dashboard Credentials

See the workspace your customers get — the three tools, credit balance, project history and support tickets:

• URL: https://demo.pixelaxis.net/pixenhance/login
• Username/Email: testuser@example.com
• Password: password

Core Features

Everything needed to run an AI image service, packaged in a unified responsive interface:

• Three AI Enhancement Tools: Background removal producing transparent PNGs, face restoration at 1x, 2x and 4x, and an upscaler at 2x, 4x, 8x and 16x. Each runs as a queued job with live staged progress and a before/after comparison slider.
• Credit-Based Billing: Customers spend credits per render. Every tool and every scale is individually priced from admin Settings — make a tool free or premium without touching code. Credits are reserved when a job starts and refunded automatically if it fails.
• Fourteen Payment Gateways: Stripe, PayPal, Razorpay, Paystack, Flutterwave, Mollie, Mercado Pago, Xendit, Izipay, SSLCommerz, BitPay, Coinbase Commerce, NOWPayments, plus manual bank transfer and cash methods.
• Pluggable AI Providers: Ships wired for OpenAI image models, with Google Gemini and self-hosted Ollama supported out of the box. Provider, model and API key are all set from the admin panel — switch providers without a deploy.
• Customer Workspace: Project gallery with tool and status filters, full render history, downloadable outputs, credit balance and transaction ledger.
• Visual Page Builder: CMS pages assembled from reorderable sections, with drag-and-drop header and footer menu builders.
• Blog with Comments: Categories, SEO fields, cover images and threaded comments with moderation.
• Roles & Permissions: Granular per-module permissions, staff accounts, audit logging and login activity tracking.
• Social Login & Two-Factor Auth: OAuth sign-in, 2FA with recovery codes, and email verification included.
• Support Tickets: Built-in ticketing with replies and attachments so customers can reach you without email.
• Versioned REST API: Token-authenticated /api/v1 endpoints for authentication, 2FA and social login — ready for a companion mobile app.
• Newsletter & Notifications: Subscriber management, templated email notifications and web push.
• Cookie Consent: Configurable consent banner with per-visitor tracking for privacy compliance.
• Modular Architecture: Twenty-six self-contained feature modules — add or remove functionality without touching the core.

Built for Shared Hosting

• No symlinks required: Uploads are written directly into the web-served assets directory, so the app runs on any standard cPanel or Hostinger account.
• Ship-and-play: Dependencies are bundled — upload, import the database, fill in three .env values and the site is live.
• Portable asset URLs: Every asset path is derived from the incoming request, so the app works at a domain root or in a subdirectory without configuration.

Server Requirements

• PHP 8.2 or higher (8.3 and 8.4 supported)
• MySQL 5.7+ / MariaDB 10.3+
• PHP extensions: GD, cURL, mbstring, OpenSSL, PDO, tokenizer, XML, zip
• An API key from a supported AI image provider

What You Get

• Complete source code, ready to upload
• Clean database with no demo clutter to delete
• Step-by-step installation documentation with cPanel and Hostinger walkthroughs
• Six months of included support

Note: This is a module for
Perfex CRM.
It is not a standalone script.

SurveyFlow – Multi-Step Survey & Form Builder for Perfex CRM

SurveyFlow helps you create professional multi-step surveys and feedback forms directly inside Perfex CRM.
Build forms with a visual drag-and-drop interface, divide questions into multiple pages, and provide participants
with a clean, modern and mobile-friendly form experience.

Send personalized survey invitations to staff, leads, clients, project participants or a manually entered list.
Every recipient receives a unique and secure survey link and can complete the form without logging in.

SurveyFlow uses your existing Perfex CRM email configuration and SMS gateway. No additional SMTP account or
separate SMS API configuration is required.

Modern Drag-and-Drop Form Builder

• Simple three-column visual form builder
• Drag fields from the field palette into survey pages
• Reorder questions with drag and drop
• Move questions between different pages
• Reorder complete survey pages
• Edit the selected field from a dedicated settings panel
• Add an optional description or help text to every question
• Mark individual questions as required

Supported Question Types

• Short text
• Long text
• Multiple choice – single selection
• Multiple choice – multiple selections
• Star and score rating

Rating settings are displayed only for rating questions, while choice settings are displayed only for
single-choice and multiple-choice questions. This keeps the builder clear and easy to use.

Professional Multi-Step Survey Experience

• Divide surveys into unlimited pages or steps
• Previous and Next navigation
• Animated progress indicator
• Modern question cards and custom form controls
• Responsive layout for desktop, tablet and mobile devices
• Company logo and company name integration
• Dedicated success and already-completed screens
• Preview surveys before publishing or sending
• Right-to-left layout support

Flexible Audience Selection

Send surveys to the right people using existing Perfex CRM records:

• Staff: selected staff members or all active staff
• Leads: selected leads, all active leads, or leads filtered by status or tag
• Clients: selected client contacts, all active contacts, or contacts filtered by customer group
• Project participants: active customer contacts and staff members assigned to the selected project
• Manual list: manually entered name, email address and phone number

Project Surveys

• Optionally associate a survey with a Perfex CRM project
• Create surveys directly from the project detail page
• View project surveys from the dedicated project tab
• Send invitations to project customer contacts and assigned project staff
• Display the project name on the public survey form
• Use {project_name} inside invitation templates

Email and SMS Invitations

• Choose Email or SMS for every sending operation
• Uses the existing Perfex CRM email infrastructure
• Uses the active Perfex CRM SMS gateway
• No separate SMTP or SMS API settings
• Personalized invitation templates
• Manual reminder button for recipients who have not completed the survey

Secure Individual Survey Links

SurveyFlow generates a unique, unpredictable 256-bit token for every recipient. Participants do not need a
Perfex CRM account and do not need to log in. Each individual link is connected to its recipient, allowing you
to see exactly who completed the survey and who did not.

Tracking and Results

• See every survey recipient in one place
• Track sent, failed and completed invitations
• View sending and completion dates
• Send reminders to incomplete recipients
• See total recipients and completed responses
• View the overall completion rate
• Review answer distribution for choice and rating questions
• Review individual text responses

Multilingual and Perfex-Compatible

• All interface texts use the Perfex CRM language system
• English language file included as the default language
• Turkish localization included
• Language folders included for all languages available in the Perfex CRM installation
• Automatic English fallback when a localized translation is unavailable
• Uses Perfex CRM module hooks, permissions and database prefix conventions
• Does not modify any Perfex CRM core files

Simple Workflow

1. Create a survey and optionally select a project.
2. Add pages and drag questions into the required order.
3. Configure question labels, descriptions, options and required fields.
4. Preview the customer-facing survey.
5. Publish the survey.
6. Select the audience and delivery channel.
7. Send invitations and monitor responses.
8. Send reminders or review the results summary.

Installation

1. Upload the module ZIP file from Setup > Modules.
2. Activate the SurveyFlow module.
3. Configure staff permissions if required.
4. Open SurveyFlow from the admin sidebar and create your first survey.

Required database tables are created automatically during module activation. All module data is isolated inside
SurveyFlow tables and no Perfex CRM core file is changed.

Change Log

Version 1.0.0 / 2026-09-06

- Initial release
- Added modern drag-and-drop multi-step survey builder
- Added short text, long text, single choice, multiple choice and rating fields
- Added question descriptions and required field support
- Added staff, lead, client, project and manual audience selection
- Added email and SMS invitations using existing Perfex CRM services
- Added secure individual survey links
- Added manual reminders, recipient tracking and result summaries
- Added project association and project survey tab
- Added responsive public survey design and preview mode
- Added English and Turkish localization with language fallback support

No Build Server. No VPS. Runs on the Cheapest Hosting.

Here is what makes Krikkit different: the entire build engine runs inside the visitor’s browser. Package installs, the dev server, the live preview and the production build all happen client-side. Your server only serves the Laravel app and stores project files.

• No Node.js process on your server — nothing to keep alive, nothing to crash at 3 AM.
• No VPS requirement — a basic shared hosting plan with cPanel is genuinely enough.
• No build queue eating your CPU — ten users building at once costs your server almost nothing, because each build runs on their machine, not yours.
• Scales with your users, not your bill — more customers does not mean a bigger server.

If your hosting can run Laravel, it can run Krikkit.

Simple Requirements

• PHP 8.3+ (8.4 supported)
• MySQL 8+ or MariaDB 10.6+
• Standard PHP extensions — the guided installer checks every one for you
• Shared hosting or cPanel is fine — no root access, no Docker, no Node.js on the server
• Optional: a wildcard subdomain if you want one-click subdomain publishing for your users

The Lab — a Real Builder, Not a Chat Window

• Chat on one side, a working project on the other — file tree, code editor, console and live preview in a single workspace.
• The AI edits real files — users can open any file, inspect the code, and take over manually whenever they want.
• Instant feedback — every change lands in the live preview without leaving the page.
• Import to start faster — bring an existing project in from GitHub or a public URL and continue with AI.

From Prompt to Published

• One-click subdomain publishing — finished sites go live on name.yourdomain.com instantly.
• Custom domains — users can point their own domain at their published site.
• Served by your own app — published sites are delivered by the same Laravel installation; no third-party hosting involved.

Bring Your Own AI

• Connect Anthropic Claude, OpenAI, xAI Grok, Groq, Mistral, Google Gemini or ZhipuAI — plug the keys into the dashboard and switch providers anytime.
• You control the cost — set credit prices and per-plan limits so AI usage is always profitable.
• Stock photos included — Unsplash and Pixabay integrations let the AI place real imagery into projects.
• Supabase link — users can connect their own datastore for projects that need a backend.

Monetization Built In

• Stripe and PayPal subscriptions with webhook handling out of the box.
• Plans and entitlements — decide exactly what each tier can build, publish and spend.
• Credit system with a full usage ledger — every AI action is metered and accounted for.
• Invoices — generated automatically for every payment.

Run the Whole Business From One Dashboard

• Users, roles and abilities — fine-grained permissions for your team.
• AI settings, themes, SEO and languages — light/dark themes with accent colors, translation management, meta defaults.
• Content tools — blog, custom pages, newsletter subscribers and a contact inbox, all included.
• Session control and two-factor authentication — security features your customers expect.

Ships Like a Product

• Guided web installer — install from the browser like WordPress; no terminal needed.
• Marketing site included — landing page, blog and legal pages ready on day one.
• Multi-language ready — add languages and manage every line from the dashboard.
• Built on Laravel + Livewire — a modern, maintainable stack your developer will thank you for.

Support & Documentation

Full documentation is available at doc.deep42.co. For product support, reach us on the Deep42 Support Hub.

Demo Credentials

Explore the live platform before purchasing. Use the credentials below to
access both administrative and tenant environments:

Super Admin Control Plane:
URL:
https://whatsomni.ncodeslab.com/superadmin/login
Email: admin@whatsomni.com
Password: password

Tenant Workspace Demo:
URL:
https://whatsomni.ncodeslab.com/login
Email: owner@example.com
Password: password

Landing Page Demo:
URL:
https://whatsomni.ncodeslab.com/

WhatsOmni – Enterprise Omnichannel Marketing, Sales CRM, AI ChatBots, Visual
Automation Flows & Multi-Gateway SaaS Platform (Next.js 15, Laravel 11,
React 19, Reverb WebSockets, Baileys)

WhatsOmni is a self-hosted, enterprise-grade multi-tenant
Omnichannel Customer Engagement SaaS, Conversational AI Engine, and Sales CRM
platform built for agencies, B2B enterprises, e-commerce stores, and SaaS
entrepreneurs. It unifies customer conversations across
8 major messaging channels—including WhatsApp (Official Cloud
API & Unofficial Baileys QR), Instagram Direct, Facebook Messenger,
Telegram, Multi-Gateway SMS (Twilio, Vonage, Plivo, MessageBird, Sinch,
Telnyx), Two-Way Email (IMAP/SMTP), and an embeddable Live Chat widget—into a
single, real-time command center.

Supercharged with standalone AI ChatBots, a visual
drag-and-drop Automation Flow Builder with an
AI Prompt-to-Flow Generator,
Vector RAG Knowledge Bases, a comprehensive
Multi-Gateway Payment System (Stripe, Razorpay, Paystack,
Flutterwave), a Multi-Currency Pricing Engine, live
AI Token & Usage Telemetry, a
Kanban Deals CRM,
Multi-Host Staff Calendar Booking, and automated
Shopify & WooCommerce Abandoned Cart Recovery, WhatsOmni
provides a complete, turnkey foundation to launch your own profitable SaaS
business in minutes.

2 Configurable AI Operational Business Models: WhatsOmni
gives platform owners flexible monetization control with two built-in
operational modes:

• 1. Master Managed Fixed Model (Feature Routing Matrix): The
  Super Admin supplies master platform API keys in the central vault and
  assigns fixed AI models per feature across a multi-feature routing matrix
  (e.g., AI ChatBots → Claude 3.5 Sonnet / GPT-4o,
  Prompt-to-Flow Builder → GPT-4o,
  Flow AI Generation Nodes → Llama 3.3 70B,
  RAG Knowledge Base Embeddings → Gemini 1.5 Flash /
  text-embedding-3-small, Smart Inbox Replies → Groq LPU).
  Tenants enjoy an instant, zero-setup AI experience with usage quota
  enforcement.
• 2. Bring Your Own Key (BYOK) Model: Tenants securely input
  and store their own encrypted API keys (OpenAI, Anthropic Claude, Google
  Gemini, Groq, DeepSeek, xAI Grok, Mistral, OpenRouter). The SaaS platform
  owner incurs zero third-party AI API costs, and tenants have complete
  autonomy over their preferred models and provider billing.

Multi-Gateway Payment & Multi-Currency SaaS Engine:

• 4 Global & Regional Payment Gateways: Built-in native
  support for Stripe (Global cards & customer portal),
  Razorpay (India UPI, net banking & cards),
  Paystack (Nigeria, Ghana, South Africa & Kenya), and
  Flutterwave (Pan-African & international payments).
  Supports one-click Test / Live mode switching, credential encryption, in-app
  connection testing, and automated webhook lifecycle synchronization.
• Multi-Currency System: Super Admin can manage unlimited
  global currencies (ISO codes, custom symbols, active/default statuses) and
  define multi-currency pricing tiers (monthly and annual) for all
  subscription plans.
• AI Usage Tracker & Real-Time Token Telemetry: In-depth
  tracking of prompt tokens, completion tokens, total token consumption,
  millisecond latency, and estimated inference cost (USD) per turn. Filterable
  by date range, provider, AI model, and platform feature with visual
  telemetry graphs.

Core Platform Highlights:

• AI ChatBots (Dedicated No-Code Persona Engine): Configure
  standalone AI conversationalists with custom system personas, temperature
  controls, attached vector RAG knowledge bases, business hours schedules,
  fallback messages, and automatic human handoff escalation rules directly
  attached to any messaging channel.
• Visual Drag-and-Drop Automation Flows: Full conversational
  workflow canvas (React Flow) with 14+ node primitives, interactive
  buttons/lists, conditional branches, CRM mutations, webhook dispatches, and
  an integrated AI Prompt-to-Flow Generator that turns
  natural language prompts into complete visual graphs in seconds.
• Intelligent 4-Tier Inbound Message Router: Directs incoming
  messages through an optimized priority hierarchy: (1) Active Flow waiting
  for user reply → (2) Keyword Trigger matches → (3) Channel-bound
  Automation Flow → (4) Channel-bound AI ChatBot → Real-Time Shared
  Human Inbox.
• Real-Time Shared Team Inbox: High-performance bidirectional
  messaging powered by Laravel Reverb WebSockets. Features
  agent presence, live typing indicators, internal yellow notes with
  @mentions, /shortcut canned responses,
  conversation assignment, and an instant CRM/E-Commerce context side-drawer.
• E-Commerce Abandoned Cart Recovery: Ingests real-time
  webhooks from Shopify and WooCommerce,
  schedules 30-minute delayed background queue dispatches, generates unique
  merchant discount coupons, and delivers automated recovery messages over
  WhatsApp or SMS.
• Multi-Host Staff Scheduling & Public Booking Links:
  Manage staff availability, round-robin auto-assignment, buffer times, Google
  Calendar OAuth sync, and public booking portals (/book/[slug])
  with instant Google Meet, Zoom, or Microsoft Teams meeting links.
• 10-Language Complete Localization (LTR + RTL): Full
  translation key parity across English, Hindi, Spanish, French, German,
  Italian, Portuguese, Indonesian, Vietnamese, plus native Right-to-Left
  (RTL) layout support for Arabic and Hebrew.

Super Admin Control Plane & SaaS Governance

The Super Admin plane provides SaaS owners with end-to-end governance over
workspaces, multi-gateway billing monetization, currency management, AI keys,
AI usage telemetry, transactional mail delivery, legal pages, and technical
support.

• Tenant Directory & Audit-Logged Impersonation: View all
  registered workspaces, inspect subscription states, modify plan tiers,
  adjust flow credits, suspend/reactivate accounts, and launch secure,
  audit-logged tenant session impersonation for instant customer
  troubleshooting.
• Multi-Gateway Payment Management (Stripe, Razorpay, Paystack,
  Flutterwave):
  Configure active payment gateways with live/test API keys, webhook signing
  secrets, in-app connection testing, and automated subscription status
  synchronization.
• Multi-Currency Pricing & Plan Provisioning: Create
  tiered subscription plans (e.g., Free, Starter, Pro, Enterprise) with custom
  seat caps, channel quotas, campaign allowances, automation limits, and flow
  credits. Define custom prices per currency (USD, EUR, GBP, INR, NGN, KES,
  GHS, ZAR, BRL, AED, etc.) with automatic gateway plan provisioning.
• Central AI Vault & 2 Operational Modes: Switch between
  BYOK and Master Fixed modes. Manage master keys for OpenAI, Anthropic,
  Gemini, Groq, DeepSeek, xAI, Mistral, and OpenRouter, and route specific
  platform features to optimal LLM models.
• Platform AI Usage Telemetry & Analytics: Monitor total
  AI tokens consumed across the platform, aggregate estimated inference costs,
  breakdown by provider and model, and view top consuming tenant accounts with
  full audit logs.
• Dynamic System Mailer: Configure system-wide transactional
  email delivery via custom SMTP or Resend API directly from the UI, with
  mandatory live test dispatch validation before saving.
• Support Ticket Desk: Manage tenant helpdesk inquiries with
  priority badges, attachment previews, threaded administrative replies, and
  automated status workflows.
• Legal CMS & Custom Pages: Built-in sanitized rich
  content editor managing Terms of Service, Privacy Policy, Cookie Policy,
  Refund Guidelines, and custom landing pages served dynamically at
  /[slug].
• Real-Time Telemetry & System Health: Monitor platform
  MRR/ARR, tenant growth metrics, WebSocket socket health, Redis queue depth,
  and database connection status.

Tenant Workspace & Omnichannel CRM Suite

Tenants are welcomed by an interactive onboarding wizard covering company
profile setup, language/currency defaults, and guided AI provider connection.

1. Unified Real-Time Shared Inbox

• Live WebSocket Streaming: Real-time message reception and
  delivery status updates over Laravel Reverb without polling.
• Channel Badging & Filtering: Filter by open, pending,
  or resolved status, assigned team queue, individual agent, or channel type
  (WhatsApp, IG, Messenger, Telegram, SMS, Email, Live Chat).
• Team Collaboration: Leave internal yellow notes with
  @mentions invisible to customers.
• Canned Replies: Instant search and insertion of pre-saved
  snippets using / keyboard shortcuts.
• Proactive ”+ New Chat” Starter: Initiate outbound
  conversations directly to any existing contact over connected channels.
• Customer & E-Commerce Drawer: View contact details,
  deal stages, upcoming appointments, and live Shopify/WooCommerce order
  histories with one-click cart recovery dispatch.

2. Visual Drag-and-Drop Automation Flow Builder

• 14+ Node Primitives: Triggers (Inbound Message, Keyword
  Match, Abandoned Cart, Webhook), Send Message, Send Template, Ask Question
  (variable capture), AI Prompt, AI Condition (intent classifier), RAG
  Knowledge Query, Interactive Menus (buttons/lists), Delay / Wait, Tag
  Contact, Update Field, Create Deal, Book Appointment, Webhook Dispatch
  (GET/POST/PUT/DELETE), n8n Workflow Node, Zapier Catch Hook, and Human
  Handoff.
• AI Prompt-to-Flow Generator: Converts natural language
  descriptions into complete visual node graphs in seconds.
• Dry-Run Simulator: Interactive visual sandbox debugger
  allowing agents to test flow logic, inspect variable contexts, and trace
  step-by-step node execution.
• Immutable Versioning: Save drafts, publish active versions,
  and roll back to previous releases with one click.
• Direct Channel Binding: Attach flows directly to any
  connected WhatsApp, Instagram, Messenger, Telegram, SMS, Email, or LiveChat
  channel.
• Flow Credits Quota: Monthly credit allowance tracking with
  automated usage warnings.

3. Standalone AI ChatBots & Vector RAG Engine

• No-Code Conversational Setup: Define AI ChatBot personas
  with custom system prompts, temperature controls, and model selection.
• Vector RAG Knowledge Ingestion: Ingest PDF documents, Word
  DOCX files, plain text, Q&A pairs, live web URLs, and Google Sheets
  spreadsheets into vectorized knowledge stores.
• Semantic Cosine Similarity: High-precision semantic chunk
  retrieval ensuring hallucination-free, grounded AI responses.
• Operating Hours & Fallbacks: Configure weekly business
  hour matrices, out-of-office fallback messages, and automatic escalation
  rules.
• Multi-Channel Assignment: Bind ChatBots to one or multiple
  messaging channels with conflict prevention.
• Interactive Testing Sandbox: Live playground to test
  ChatBot responses against RAG knowledge chunks prior to deployment.
• Detailed Turn Logs: Audit inbound/outbound text, retrieved
  RAG sources, token usage, latency in milliseconds, and execution status per
  turn.

4. Real-Time AI Usage Tracker & Token Telemetry

• Live Token Monitoring: Real-time tracking of prompt tokens,
  completion tokens, and total token consumption.
• USD Cost Estimation: Automatic cost calculation per model
  per 1M tokens (GPT-4o, Claude 3.5 Sonnet, Gemini 2.0 Flash, DeepSeek V3/R1,
  Llama 3.3, etc.).
• Latency Tracking: Monitor API response latency in
  milliseconds to identify performance bottlenecks.
• Feature & Model Breakdown: Filter telemetry by feature
  (Chatbot, Flow AI Node, Prompt-to-Flow, Smart Reply, Knowledge Base) and
  model.
• Audit-Ready Logs: Inspect recent AI execution requests with
  timestamps, user attributions, and error diagnostic details.

5. Built-in Sales CRM & Kanban Deals Pipeline

• Omnichannel Contact Directory: Merge contacts across phone
  and email identities with custom JSON fields, tagging, lifecycle stages
  (Lead, Prospect, Customer, VIP, Churned), and channel opt-out tracking.
• CSV Batch Import: High-speed contact import with
  interactive column-to-field mapping and duplicate resolution.
• Drag-and-Drop Deals Pipeline: Customizable Kanban sales
  board with user-defined stage colors, deal values, closing dates, and
  activity logs.
• Enterprise CRM Synchronization: Bi-directional sync
  connectors for HubSpot CRM,
  Salesforce Sales Cloud, and Zoho CRM with
  sync retry logs.

6. Staff Directory & Calendar Booking System

• Staff Profiles & Working Hours: Individual timezones,
  weekly availability matrices, buffer times, and minimum scheduling notice.
• Google Calendar OAuth Sync: Real-time bi-directional
  free/busy schedule verification.
• Assignment Modes: Single Host, Round-Robin
  auto-distribution among team members, and Collective meeting booking.
• Public Booking Portals: Responsive booking pages at
  /book/[slug] with automatic video meeting link creation for
  Google Meet, Zoom Video, and
  Microsoft Teams.

7. E-Commerce Abandoned Cart Recovery (Shopify & WooCommerce)

• Automated Ingestion: Listens for checkout creation,
  checkout update, and order completion webhooks.
• 30-Minute Delayed Queue: Automatically schedules delayed
  recovery dispatch, cancelled in real time if the customer completes the
  purchase.
• Dynamic Coupon Engine: Generates unique discount coupons in
  the merchant’s store and delivers personalized recovery links via WhatsApp
  or SMS.
• Revenue Analytics: Live dashboard cards tracking recovered
  carts, recovery conversion rates, and total recovered revenue.

8. Broadcast Campaigns & Meta WhatsApp Templates

• WhatsApp Meta Template Manager: Create, customize (header,
  body variables, footer, quick reply & CTA buttons), and submit templates
  directly to Meta Graph API with real-time approval synchronization.
• Audience Segmented Broadcasts: Dispatch immediate,
  scheduled, or recurring campaigns filtered by contact tags, lifecycle
  stages, or custom rules with automatic opt-out compliance.
• Delivery Analytics: Live recipient logs tracking Sent,
  Delivered, Read, Replied, and Failed message counts.

8 Connected Omnichannel Messaging Gateways

</thead>
<tbody>

</tbody>

AI LLM Orchestration & Multi-Provider Engine

WhatsOmni natively routes conversation inference and vector embeddings across
8 top-tier AI providers:

• OpenAI: GPT-4o, GPT-4o Mini, o1-mini,
  text-embedding-3-small
• Anthropic Claude: Claude 3.5 Sonnet, Claude 3.5 Haiku,
  Claude 3 Opus
• Google Gemini: Gemini 2.0 Flash, Gemini 1.5 Pro, Gemini 1.5
  Flash
• Groq LPU Engine: Ultra-fast inference on Llama 3.3 70B,
  GPT-OSS 120B, Qwen 3.6
• DeepSeek API: DeepSeek V3 (Chat) and DeepSeek R1 (Reasoner)
• xAI (Grok): Grok-2 Latest OpenAI-compatible API
• Mistral AI: Mistral Large Latest and Codestral
• OpenRouter API: Unified cloud prompt routing access to
  hundreds of open-source models

Enterprise Security Architecture & Hardening

• SSRF (Server-Side Request Forgery) Protection:
  UrlSecurityValidator inspects all outgoing webhooks and URL
  crawling requests, blocking private subnets (RFC 1918), loopbacks, and cloud
  metadata IP (169.254.169.254).
• XSS Sanitization: Native
  DOMPurify sanitization across all HTML rendering points, email
  composers, and CMS pages.
• Strict Cross-Tenant IDOR Protection: All database queries
  and foreign key validations strictly enforce
  tenant_id isolation at the Eloquent ORM layer.
• Encrypted Secret Storage: All BYOK API keys, payment
  gateway secrets, OAuth tokens, and SMTP passwords are encrypted at rest
  using AES-256-CBC with Laravel’s EncryptionService.
• Two-Step Sensitive Operations: Updating account email
  addresses requires 2-step OTP codes sent to both current and new emails.
  Account deletion requires explicit email OTP confirmation.
• Microservice Authentication: Node.js Baileys microservice
  requires authenticated X-Baileys-Secret tokens on all control
  endpoints.
• Signed Webhook Verification: Enforces HMAC-SHA256 signature
  verification for Meta, Shopify, WooCommerce, Stripe, Razorpay, Paystack, and
  Flutterwave.

Tech Stack Overview

• Frontend Web App: Next.js 15.x (App Router), React 19,
  TypeScript, Tailwind CSS, shadcn/ui, Zustand, React Flow, Lucide Icons,
  TipTap Editor, Sonner Toasts
• Backend REST API: Laravel 11.x (PHP 8.2+), Eloquent ORM,
  Laravel Sanctum authentication, GuzzleHttp, Smalot PDF Parser
• Real-Time WebSockets: Laravel Reverb WebSocket Server (Port
  8080) + Laravel Echo Client
• WhatsApp Microservice: Node.js 20+, Express.js,
  @whiskeysockets/baileys, Pino Logger (Port 5001)
• Database Layer: MySQL 8.0+ / MariaDB 10.4+ (Multi-tenant
  migrations with foreign key constraints)
• Cache & Background Queues: Redis 7.x (Predis /
  PhpRedis)
• Multi-Gateway Billing & Payments: Stripe, Razorpay,
  Paystack, Flutterwave (Subscriptions, Customer Portals, Webhooks,
  Multi-Currency)
• DevOps & Containerization: Docker, Docker Compose,
  Nginx Reverse Proxy, Alpine Linux, Supervisor, PM2

What Is Included

• Complete Next.js 15 frontend source code (TypeScript, App Router, Tailwind
  CSS)
• Complete Laravel 11 backend REST API source code
• Independent Node.js Baileys WhatsApp Multi-Device microservice
• React Flow visual conversation builder & Prompt-to-Flow AI generator
• Standalone AI ChatBots engine with RAG knowledge integration and turn logs
• Multi-Payment Gateway integrations (Stripe, Razorpay, Paystack, Flutterwave)
• Multi-Currency management system with per-currency plan pricing
• AI Usage Tracker and Real-Time Token Telemetry dashboard
• Full MySQL database migration suite with clean seeders
• Complete 10-language translation files with 100% key parity (LTR + RTL)
• Production Docker & Docker Compose orchestration files
• Nginx reverse proxy configurations with SSL WebSocket pass-through
• Comprehensive HTML Documentation Hub
• 6 Months of included customer support and future software updates

Third-Party Services & BYOK Pricing

WhatsOmni is sold as a self-hosted software license. Third-party cloud
services are connected using your own accounts or master platform credentials
and billed separately by their respective providers:

</thead>
<tbody>

</tbody>

System Requirements

• PHP: 8.2 or 8.3 with extensions: pdo_mysql,
  mbstring, openssl, curl,
  redis, gd, fileinfo,
  bcmath
• Node.js: 20.x or higher & npm 10.x
• Database: MySQL 8.0+ or MariaDB 10.4+
• Cache & Queues: Redis 7.x
• Web Server: Nginx with WebSocket proxy support
• Hardware: VPS or Dedicated Server with at least 2 CPU Cores
  and 4 GB RAM (8 GB recommended for high message concurrency)
• Docker: Docker & Docker Compose (optional, for
  one-command container deployment)

Important Notes

• The purchase includes full, unencrypted source code for the frontend,
  backend, and microservices.
• No pre-loaded AI tokens or SMS balances are included; you connect your own
  provider API credentials (or configure master keys in Super Admin).
• Third-party API, payment processing, and messaging costs are paid directly
  to your chosen service providers.
• A domain name with SSL certificate (HTTPS / WSS) is required for production
  webhook ingress and live WebSocket messaging.

uNexGenDesk is a support ticket system (helpdesk) — one place for customer questions. Every request becomes a trackable ticket your team can reply to, assign, prioritise, and resolve. Version 1.0.0 also includes a Knowledge Base, FAQs, live chat, a Bot Agent, workflows, an Announcement Center, marketplace purchase verification, optional Ticket AI (Copilot), Notification Providers (Slack and others), Automation Platforms (Zapier), an Experience Platform (product tours), and privacy tools (GDPR and a Cookie & Script Manager).

Explore The Live Demo.

No signup — copy a login below and launch the AI-powered helpdesk demo.

• Admin view — Full platform control

  • Email: admin@codeglen.com

  • Password: password

  Launch Admin Demo

• Agent view — Inbox & live chat

  • Email: agent@codeglen.com

  • Password: password

  Launch Agent Demo

• Customer view — Client / Customer portal

  • Email: customer@codeglen.com

  • Password: password

  Launch Customer Demo

Demo data refreshes every 6 hours. Browse every portal with the logins below — create/update actions are locked on the shared demo.

Enterprise Helpdesk Built In

Marketplace purchase verification, AI copilots, live chat bots, automation, and GDPR-ready privacy — one self-hosted platform authors and support teams actually run.

• AI-Powered Support Copilot

  AI — Draft smarter replies, summarize long threads, auto-classify tickets, and detect sentiment — so agents resolve faster with higher-quality answers.

• Marketplace Purchase Verification

  Integrations — Connect Envato, Lemon Squeezy, Freemius, or Easy Digital Downloads. Sync products and sales, then require a valid purchase before a ticket is accepted.

• Live Chat & Help Widget

  Omnichannel — Meet customers in real time with agent presence, knowledge search, topic chips, and offline capture — then convert any chat into a tracked ticket.

• Bot Agent & Visual Flows

  Automation — Answer common live-chat questions automatically with a visual flow builder — greet, collect details, escalate to a human, or end the conversation.

• Workflow Automation & SLA

  Automation — Build rules for auto-assignment, smart routing, SLA policies, scheduled tasks, and signed webhooks — without writing code.

• Knowledge Base & AI Suggestions

  Self-Service — Publish FAQs customers can search, surface AI knowledge suggestions in the composer, and track helpfulness so content keeps improving.

• Omnichannel Ticket Workspace

  Omnichannel — Email piping, public replies, private notes, tags, custom fields, canned responses, and attachments — everything an agent needs on one screen.

• Team Notification Providers

  Integrations — Push ticket events to Slack, Discord, Telegram, Microsoft Teams, and more — so agents see new work in the channels they already watch.

• Zapier & Automation Platforms

  Integrations — Send ticket, chat, and marketplace events to HubSpot, Trello, Jira, or Mailchimp with catch-hook URLs and ready-made templates — no custom code.

• Modern Customer Portal

  Customer Experience — A branded portal with smart ticket submission, My products, draft saving, duplicate detection, knowledge suggestions, and dark mode.

• Executive Analytics Dashboard

  Analytics — Track response times, agent workload, team performance, category volume, and knowledge-base health from live operational metrics.

• Announcement Center

  Communication — Publish banners, modals, and toasts to customers or staff with templates, audience targeting, scheduling, delivery, and performance analytics.

• GDPR & Cookie Manager

  Privacy — Enable data export and deletion, retention policies, CCPA/ADA toggles, and a visual cookie banner with script categories, scanner, and consent logs.

• Localization & AI Translation

  Localization — Ship in 10+ languages with full RTL support, refine strings in the translation editor, and use AI translation to serve global customers faster.

• Enterprise Security & White-Label

  Security — 2FA, passkeys, SSO identity providers, CAPTCHA, audit logs, and a visual theme customizer — brand and lock down the helpdesk without touching code.

Secure, reliable, and flexible migration for Perfex CRM SaaS tenants and standalone
installations.
Export, import, clone, and transfer Perfex CRM data and files between servers with
automatic encryption re-keying, table-prefix remapping, and secure server-to-server transfers.

Instance Migrator makes it easy to move individual Perfex CRM SaaS tenants or standalone
Perfex CRM installations without manually handling database dumps, encryption keys, table prefixes, or
uploaded files.

Note: This is a module for Perfex CRM

Quick Highlights

• Full Tenant Export – Export an individual SaaS tenant with its database and files
• Standalone Migration – Export and import the complete database of a standalone Perfex installation
• Automatic Encryption Re-keying – Keep encrypted settings and credentials readable after migration
• Table Prefix Remapping – Automatically adapt tenant table prefixes during import
• Server-to-Server Transfer – Securely transfer migration packages between paired servers
• Flexible Import – Import database, files, or both
• Manual Transfer Support – Download migration packages and transfer them manually
• Complete Audit Trail – Track migration status, progress, counts, timestamps, and communication logs
• Built for SaaS & Standalone – Installation type is automatically detected

Why You Need This Module

Moving a Perfex CRM installation or SaaS tenant to another server can involve much more than copying a database.
Encrypted settings may no longer work with the destination encryption key, tenant table prefixes may conflict, and
uploaded files can easily be missed. This module allow you to migrate or eject/ingest a tenant without revealing
encryption key to either party.

Instance Migrator handles these migration tasks automatically. Export the required data, transfer
the migration package, and import it into the destination installation with encryption re-keying, table-prefix
remapping, and file restoration handled by the module.

Whether you are moving an individual SaaS tenant, restoring tenant data, preparing a staging/demo
environment, or migrating a standalone Perfex CRM installation, Instance Migrator provides a
structured and reliable migration workflow.

Key Features

Full Tenant Export

• Export an individual tenant from a Perfex CRM SaaS installation
• Exports tenant-scoped database tables
• Exports data as a gzipped SQL dump
• Includes source and destination table-prefix information in the dump header
• Optionally includes the tenant’s standard Perfex upload directories
• Suitable for tenant migration, cloning, staging, and restoration

Standalone Installation Export

• Export the complete database of a standalone Perfex CRM installation
• Optional export of standard Perfex uploaded files and media
• Suitable for moving an entire standalone Perfex installation to another server
• Can be transferred manually or through a paired server connection

Flexible Import

• Import a database dump, file archive, or both
• At least one import source is required
• Files-only import restores media without modifying database data
• In SaaS mode, import data into the selected tenant’s database
• In standalone mode, import into the current Perfex database
• Automatically handles destination table prefixes

Automatic Encryption Re-keying

• Encrypted values remain readable after migration
• Exported data is re-keyed using a fresh per-export encryption key
• The installation’s real encryption key is never stored inside the migration package
• On import, encrypted values are re-encrypted using the destination installation’s encryption key
• Supports SMTP passwords and mail client secrets
• Supports payment gateway encrypted credentials with automatic detection
• Supports staff 2FA secrets
• Supports department and lead email-integration passwords
• Supports vault passwords and standard encrypted columns

Table Prefix Remapping

• Automatically remaps database tables to the destination tenant prefix
• Detects the source prefix directly from the migration dump header
• Helps prevent accidental double-prefixing
• Helps avoid table and foreign-key conflicts during tenant imports
• Designed specifically for Perfex CRM SaaS tenant isolation

Secure Server-to-Server Transfer

• Optional peer-to-peer server pairing
• Short-lived pairing codes
• Administrator confirmation required on both servers
• Fresh 256-bit shared secret negotiated during pairing
• HMAC-SHA256 signed API requests
• Timestamp-based replay protection
• Unique nonce protection for requests
• Time-limited download tokens
• Incoming transfers can be disabled

Manual Transfer Support

• Download database dumps for manual transfer
• Download file archives for manual transfer
• Upload packages through the destination import interface
• No direct server connection required

Complete Migration History

• Track every migration operation
• Record migration direction and type
• Track tenant information where applicable
• Migration status and progress from 0-100%
• Database table counts
• File counts
• Migration timestamps
• Detailed communication and error logs
• Dedicated migration history and detail screens

What Gets Migrated

Database

• Tenant-scoped tables in SaaS mode
• Core Perfex CRM tables in standalone mode
• Clients and contacts
• Invoices and estimates
• Proposals and contracts
• Subscriptions
• Projects and tasks
• Leads
• Options and settings, including encrypted values
• Custom fields
• Payment gateway configurations
• Lead email integration settings
• Department IMAP configurations
• Staff accounts and 2FA secrets
• Vault entries and passwords
• Other supported Perfex CRM data

Files & Media

• Client files and profile images
• Staff profile images
• Company files
• Invoice attachments
• Estimate attachments
• Proposal attachments
• Credit note attachments
• Contract files
• Project files and discussions
• Ticket attachments
• Lead attachments
• Task attachments
• Expense receipts
• Newsfeed uploads
• Delivery note files
• Purchase order files
• Custom PDF files
• Vault attachments
• Other standard Perfex CRM upload directories

Encrypted Fields Supported

Options Table

• smtp_password
• microsoft_mail_client_secret
• google_mail_client_secret
• Payment gateway encrypted fields – automatically detected

Database Columns

• tblleads_email_integration.password
• tbldepartments.password
• tblstaff.google_auth_secret
• tblvault.password

How It Works

1. Pair Servers (Optional)

Install Instance Migrator on both Perfex CRM installations and exchange a short-lived pairing code. Both
administrators confirm the connection before it becomes active. A fresh shared secret is then negotiated
automatically for secure communication.

2. Export

For SaaS installations, select the individual tenant you want to migrate. For standalone
installations, run a full standalone export. The module generates a gzipped SQL dump and, optionally, a media
archive.

Encrypted data is re-keyed using a fresh per-export encryption key while the export is being prepared. You dont have
to expose your master encryption key.

3. Transfer

Transfer the migration package using a paired server connection, receive it through the secure push flow, or
download the database and file packages for manual transfer.

4. Import

Upload the database dump and/or file archive. Instance Migrator detects the source table prefix, remaps tables to
the destination prefix, re-encrypts supported encrypted data using the destination encryption key, and restores
files to their appropriate Perfex CRM upload paths.

Security Features

• HMAC-SHA256 request signing
• Timestamp-based replay protection with a 5-minute window
• Unique nonce for every signed request
• P2P pairing with administrator confirmation on both ends
• Fresh 256-bit shared secret for paired servers
• Temporary download tokens with configurable expiration
• Optional incoming transfer disable switch
• Per-export encryption key
• Installation master encryption key is never stored inside migration packages nor exposed. You dont have to share
  it !
• Encrypted data is automatically re-encrypted under the destination installation’s key during import

Perfect For

• Perfex CRM SaaS administrators migrating individual tenants
• Agencies managing multiple Perfex CRM installations
• Developers moving tenants between SaaS installations
• Businesses migrating standalone Perfex CRM installations
• Creating tenant staging or demo environments
• Restoring tenant data and media
• Moving Perfex CRM to a new server or hosting provider
• Transferring tenants between separate SaaS environments
• Developers who need a safer alternative to manual database migration

Requirements

• Perfex CRM 3.1 or higher
• PDO MySQL extension for SaaS/tenant DSN imports

What’s Included

• Complete Instance Migrator module source code
• Step-by-step documentation
• Automated CLI test suite
• tests/run_tests.php test runner
• No build step or container required for the test suite
• Multiple language file
• Migration dashboard
• Server pairing interface
• Tenant export interface
• Standalone export interface
• Import interface
• Migration history and detail screens

Important Notes

• In SaaS mode, Instance Migrator is designed to migrate individual tenants, not
  the entire SaaS installation or all tenants at once.
• In standalone mode, the module can migrate the complete database of that standalone Perfex CRM
  installation.
• Always create a backup before performing a production migration.
• Test the migration process in a staging environment before migrating critical production data.
• Actual migration time depends on database size, number of files, server resources, and network speed.

Questions/Support

• Perfex CRM version 3.1.* to latest is required
• Documentation for installation, configuration, and usage is provided
• Support responses are handled within business days
• Please test thoroughly before production use
• Custom integrations and provider support available as paid services

Documentation

View full documentation here

Demo

View a demo of the Module in action here.

Email: admin@admin.com
Password: password

Change Log

Version 1.0.0 – 30 August 2026

• Version 1.0 (Initial Release)

Dunning, A/R Aging & Collections Automation for Perfex CRM

Stop chasing overdue invoices manually.

LenzDunning turns Perfex CRM into a complete
Dunning, Accounts Receivable & Collections Management system.
Automate invoice follow-up, manage collection cases, handle payment promises and disputes,
generate warning documents, analyze A/R aging and track recovery — all inside Perfex CRM.

• Automated workflows: pre-due, due-date and overdue reminders.
• Collections Workspace: see exactly what needs staff attention.
• Customer self-service: Promise-to-Pay and Invoice Dispute forms.
• Professional documents: warning PDFs and customer statements.
• A/R visibility: aging, balances, collection context and recovery reporting.
• Safe history: immutable workflow revisions and detailed delivery records.

How It Works

1. Choose a workflow — use a preset or create your own.
2. Configure stages — reminders, warnings, communication, documents, deadlines and optional fees.
3. Let LenzDunning process eligible invoices according to your published workflow.
4. Handle exceptions such as promises, disputes, failed deliveries and staff follow-ups.
5. Monitor results through Collections, A/R Aging, statements and recovery reporting.

1) Operational Dashboard — See the Complete Picture

See receivables, overdue exposure, active dunning cases, recovery, promises, disputes
and collection actions from one dashboard.

2) Workflow Presets — Start Fast

Start with Blank, Friendly, Standard or Strict, or use editable country-oriented
starter presets for Germany, Switzerland, France, United Kingdom, United States and India.
Every preset remains fully editable.

3) Flexible Dunning Workflows

Build multi-stage collection workflows with actions before the due date, on the due date,
after the due date, after a previous stage or deadline, and manual-only stages.
Configure email/SMS, documents, deadlines, business-day timing and optional fees per stage.

Published workflows use immutable revisions, so changes never silently alter cases
already running on an older revision.

4) Workflow Simulator — Test Before You Publish

Preview the complete workflow using a hypothetical invoice date and balance.
See projected stages, business-day timing, deadlines, communication, documents and fee effects
without creating cases, sending messages or applying fees.

5) Collections Workspace — Know What Needs Attention

Give staff one focused queue for cases requiring human action:
broken promises, disputes, overdue follow-ups, communication problems, final warnings,
holds, reopened cases and fee decisions.

Assign collectors, change priorities, log contact, add notes, schedule follow-ups
and take collection actions directly from the workspace.

6) Track Every Dunning Case

Every invoice in dunning has its own structured case with the current workflow stage,
next action, outstanding balance, collector, priority, holds, Promise-to-Pay,
disputes, documents, communication history and collection activities.

7) Promise-to-Pay

Let customers securely commit to a payment date and optional amount.
An active promise can place the case on hold while LenzDunning tracks qualifying payments,
fulfilled promises and broken commitments.

Invoice Disputes

Customers can securely report problems such as an incorrect amount, incorrect invoice details,
payment already made, service issues, reference problems or requests for more time.
An open dispute pauses automated escalation until staff review and resolve it.

9) Professional Warning PDFs

Generate professional, numbered reminder and warning documents directly from workflow stages.
Use multilingual templates, merge fields, balances and deadlines, and optionally attach both
the warning document and original Perfex invoice PDF to customer emails.

Generated documents are preserved as historical records.

10) Accounts Receivable Aging

See who owes you money, how much they owe and how old the balance is
across Current, 1–7, 8–14, 15–30, 31–60, 61–90 and 90+ day buckets.

Partial payments and credits reduce the outstanding amount, while collection context shows
the customer’s current dunning status. Financial reports remain currency-specific.

11) Professional Customer Dunning Statements

Generate clear customer-level statements containing opening and closing balances,
invoices, payments, credits, aging, outstanding invoices and customer-safe collection context.

Statements can be previewed, downloaded as PDF or emailed to eligible customer contacts,
with historical snapshots preserving what was generated.

More Features & Controls

• Controlled dunning fees:
  fixed or percentage fees, informational fees, automatic invoice items or staff approval before applying.
• Business-day scheduling:
  calendar or Monday–Friday business-day calculation with next/previous business-day weekend handling.
• Reliable retries:
  recipient-level delivery history, retry scheduling, duplicate-send protection and safe handling of unknown
  provider outcomes.
• Invoice lifecycle synchronization:
  reacts to payments, credits, cancellations, reopening, deleted invoices and fully paid balances.
• Setup & diagnostics:
  check database, email, SMS provider, document storage, cron, workflows and permissions before enabling
  automation.
• Perfex-native integration:
  native permissions, invoice visibility, email infrastructure, invoice PDFs, currencies, dates and DataTables.
• No Perfex CRM core modifications required.

Important: provider “accepted” status means the configured email/SMS provider accepted
the request. It does not guarantee inbox delivery, message opening, reading or SMS handset delivery.

Who Is LenzDunning For?

Ideal for agencies, software companies, MSPs, consultants, accounting firms,
subscription businesses, maintenance/property companies, wholesalers,
B2B service providers and Finance / Accounts Receivable teams using Perfex CRM.

If you currently check overdue invoices manually, send follow-ups one by one,
or keep payment promises in notes or spreadsheets,
LenzDunning is built to replace that workflow.

Requirements

• Perfex CRM installation
• PHP 7.4 or newer
• Working Perfex cron job for automatic processing
• Working Perfex outgoing email configuration for email stages
• Perfex-compatible SMS provider only if SMS is used
• Writable module document storage

1. Login to Perfex CRM as administrator.
2. Go to Modules → Installed Addons.
3. Upload and activate the LenzDunning ZIP.
4. Open LenzDunning → Setup.
5. Run the readiness checks.
6. Select a preset or create a workflow.
7. Review or simulate the workflow.
8. Publish it and verify email / cron configuration.
9. Enable automatic dunning when you are ready.

Important Notes

• LenzDunning requires an existing Perfex CRM installation.
• Cron is required for automatic processing.
• SMS requires an active compatible Perfex SMS provider.
• Email/SMS provider acceptance is not proof of final delivery or message reading.
• Business days currently use Monday–Friday; configurable public-holiday calendars are not included.
• Country presets are editable starting points and do not guarantee legal compliance.
• LenzDunning does not automatically file court, enforcement or collection-agency proceedings.
• Need help? Contact lenzcreativee@hotmail.com.

Version 1.26.6 – Initial Release

• Complete Dunning & Collections Management
• Pre-due, due-date and overdue automation
• Flexible workflows and immutable revisions
• Workflow presets and simulator
• Business-day scheduling
• Email and optional SMS communication
• Warning PDFs and native invoice PDF attachments
• Fixed and percentage dunning fees
• Promise-to-Pay and Invoice Disputes
• Collections Workspace
• Collector assignment, priorities and follow-ups
• A/R Aging and Recovery Reporting
• Customer Dunning Statements
• Delivery and retry history
• Invoice/payment/credit lifecycle synchronization
• Setup Wizard and System Diagnostics
• Granular Perfex permissions
• No Perfex core modifications

Whether you are launching a chat-commerce storefront for a single business or building a profitable subscription business (SaaS) with pricing plans, team staff accounts, and built-in global payment gateways, WACatelog provides the total standalone software foundation for your next web application startup.

Live Interactive Script Demo

Test the comprehensive features, the merchant workspace, the storefront, and the administration portal live before choosing your license:

Demo URL: https://demo.pixelaxis.net/wacatelog/

Super Admin Dashboard Credentials

Manage pricing plans, merchants, payments & refunds, payment gateways, frontend CMS, and system-wide configuration:

• URL: https://demo.pixelaxis.net/wacatelog/admin/login
• Username/Email: admin@example.com
• Password: password

Merchant Dashboard Credentials

Experience the workspace built for paying subscribers — catalog and variants, orders and fulfilment, WhatsApp broadcasts and templates, customers and segments, automations, staff accounts, plan & billing:

• URL: https://demo.pixelaxis.net/wacatelog/login
• Username/Email: testuser@example.com
• Password: password

Core Features

Every tool your subscribers need to sell on WhatsApp, recover carts, and keep customers coming back is pre-packaged within a unified responsive dashboard:

• WhatsApp Catalog Sync: Push products, prices, images and stock straight to the WhatsApp Business Catalog through the Cloud API — with batch status tracking and per-item error reporting, so you always know exactly what synced and what did not.
• Product Catalog & Variants: Full product management with variant options, collections, inventory movements, and a public storefront for customers who arrive from the web instead of chat.
• Orders in Chat: Orders created from WhatsApp conversations flow into a complete workflow — status timeline, inventory deduction, refunds, delivery zones and tax rules.
• Payment Links: Generate a payment link for any order and send it straight into the conversation; cash on delivery and manual payment confirmation sit beside online gateways.
• Broadcasts & Message Templates: Sync approved WhatsApp templates, build payloads visually, and send opted-in broadcasts with per-recipient delivery tracking.
• Entry Points & Attribution: Create trackable wa.me links and QR entry points, then see which ones actually produced conversations and orders.
• Automations: Rule-based follow-ups that react to order and customer events — evaluated on a schedule, with a full run history for every rule.
• Customers & Segments: A CRM built around phone numbers — tags, rule-based segments, marketing opt-in state, and order history per customer.
• Commerce Analytics: Revenue, order and catalog-performance reporting for merchants, plus platform-wide analytics for the admin.
• Frontend CMS: Editable landing page sections, menus, themes, blog, and newsletter — your marketing site included.

SaaS Architecture & Payment Infrastructure

Turn the script into a fully automated subscription business. Merchants sign up, choose a plan, and pay — while plan-based restrictions are enforced automatically:

• Subscription Pricing Plans: Plan-based feature restrictions with an admin-managed pricing page, monthly and yearly billing intervals.
• Multi-Tenant Stores: Every subscriber gets their own store, their own catalog, and their own WhatsApp Business connection — fully isolated from every other merchant on the platform.
• Team Staff Accounts: Merchants invite staff with scoped permissions to share order handling and customer replies.
• 12 Payment Gateways: Stripe, PayPal, Razorpay, Paystack, Flutterwave, Mollie, Mercado Pago, Xendit, iZipay, BitPay, Coinbase Commerce and NOWPayments — plus manual/offline methods, all configured from the admin panel, no code editing.
• Payments & Refunds: Full transaction history, 165 currencies, and refund management built in.

Powerful Super Admin Panel

A complete back-office to run the whole platform — every screen your operations need, out of the box:

• Analytics Dashboard: Revenue overview, payment health, and platform activity widgets at a glance.
• Merchants & Staff: Manage subscribers and their teams; impersonate any user to debug their exact view.
• Pricing Plans & Billing: Create subscription plans with per-plan feature restrictions; manage currencies and exchange rates.
• Payments, Refunds & Gateways: Full transaction history, refund processing, and point-and-click configuration for all payment gateways.
• Roles & Permissions: Granular permission editor — create custom admin roles with exactly the access they need.
• Notification Center: Editable email templates, system notifications, and delivery logs.
• Frontend CMS: Landing page sections, menus, themes, blog, and newsletter subscribers.
• Security & Compliance: Audit log of every admin action, login activity tracking, 2FA enforcement, reCAPTCHA settings.
• Platform Tools: Media manager, language & translation manager, support tickets, scheduler & queue monitor, global search.

Complete Feature Breakdown

Take a closer look at the two panels, the WhatsApp Cloud API integration (catalog sync, templates, broadcasts, inbound handling, entry-point attribution), the security suite (2FA, audit log, login activity, reCAPTCHA, impersonation), and the admin tooling designed for your customers.

Internationalization & Global Translations

Expand your reach globally out-of-the-box. WACatelog ships with a language manager and in-admin translation editing — add a new language and translate every interface string in minutes, without touching code. RTL languages are fully supported, and the script ships with English, Arabic, Bengali and Hindi already translated.

Modern Tech Stack

Clean, unencrypted source code built on current, well-documented technologies — easy to customize and easy to hire for:

• Laravel 13 (PHP 8.3 / 8.4)
• Tailwind CSS 4
• Alpine.js 3
• Vite 7
• MySQL / MariaDB
• WhatsApp Cloud API (Graph API v25.0)

Complete Customer Documentation & Product Support

We pride ourselves on detailed instructions, clean application builds, and active support to eliminate server deployment hurdles for non-technical buyers:

• Pictorial Setup Guides: Step-by-step cPanel and Hostinger installation guides with real screenshots — no terminal, no Composer, no commands. Upload, import the included database, done.
• Dedicated Support Portal: Encountered an issue or need technical clarification? Open a ticket at https://pixelaxis.net/support

Change Log

Version 1.0.0 – First Production Release