I Built a Free Perfex CRM Module for Hosting & Domains — Here’s What It Does

If you use Perfex CRM and you resell hosting or domains, you already know where the money quietly leaks out: a renewal nobody invoiced, a domain that expired on a Sunday, an SSL certificate that lapsed on a client’s checkout page, and a cPanel password that exists only in a five-year-old email thread.

I built a module to fix that, and I’m releasing it free.

Hosting & Domains Manager for Perfex CRM

Hosting & Domains Manager lives inside Perfex CRM — no second dashboard, no separate login, no spreadsheet. It takes the part of your business that runs on memory and sticky notes and turns it into something the CRM does for you, on a schedule.

The short version of what it does:

• Bills automatically. Real Perfex invoices for hosting services and domain renewals, generated ahead of the due date, as drafts you approve or sent automatically — your choice. Payment moves the next due date forward on its own.
• Chases renewals for you. Configurable reminder ladders for upcoming invoices, overdue invoices and — separately — domain expiry, so a domain never lapses just because an invoice sat unpaid.
• Stores credentials properly. cPanel, Plesk, SSH, FTP, database, API and registrar logins encrypted with AES-256-GCM, revealed only on demand over HTTPS, rate-limited, permission-gated, and logged with user, IP and timestamp.
• Watches everything. WHOIS/RDAP expiry, SSL certificate expiry, DNS record changes and uptime — with alerts before things break rather than after a client rings.
• Shows clients their own stack. A “Hosting & Domains” tab in the Perfex client portal with services, domains, uptime, invoices and pay links. Read-only: renewals, plan changes and cancellations become support tickets you control.
• Tells you if it’s actually profitable. Revenue by month, margin per server, domains by registrar, services by plan — all exportable to CSV, with server costs recorded as Perfex expenses automatically.

Who I built it for

Freelancers. You have fifteen clients on one server, you charge some of them monthly and some yearly, and every renewal is a small act of memory. The module remembers instead of you.

Web developers. You want the SSH key, the database login and the registrar account for a project in one place, encrypted, with an access log — not scattered across a password manager, a Notion page and your inbox.

Agencies. Dozens of sites, several servers, more than one registrar, staff who need to see some things and definitely not others. Granular permissions, a separate “Reveal Secrets” capability, and a margin report per server so you know whether that box should take another client or be replaced.

Businesses running Perfex in-house. Even if you never resell a thing, you still own domains, certificates and servers with renewal dates. This tracks them and tells you before they expire.

What it costs

Nothing. Download the ZIP, upload it under Setup → Modules in your Perfex install, click Activate. No licence key, no account, no signup wall. It needs Perfex CRM 3.x, PHP 8.1+, HTTPS and a working Perfex cron — that’s the whole list.

The module page has the full feature breakdown, the requirements, installation steps and an FAQ, plus the download link and the user manual.

One warning worth reading twice

The credentials vault writes an encryption key file one level above your web root. Back that file up separately from your database backups. Database dumps alone will not restore your secrets — that’s the point of keeping the key out of the database, and it’s also the one way to lock yourself out. Back it up on day one and the rest takes care of itself.

Feedback welcome

Version 1.0.3 is stable and in daily use. If you install it and hit something the manual doesn’t answer, or you want a feature that isn’t there yet, tell me — that’s how the next version gets written. And if you’d like help setting up Perfex CRM, custom modules or automation for your own business, that’s what we do.