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CRM Plugin Installation Guide

Perfex CRM Plugin Installation Guide for ZiniPay

Install and configure the ZiniPay payment module for Perfex CRM invoice payments.

Updated: June 13, 2026|Original ZiniPay installation guide|Keyword: Perfex CRM payment gateway Bangladesh
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Perfex CRM Plugin overview

The Perfex CRM plugin connects ZiniPay with the invoice workflow inside Perfex CRM. It helps agencies and service teams accept local payments without separating invoices from payment confirmation.

This guide is written for Bangladesh businesses that want a practical ZiniPay integration path for crm plugin. It covers the installation flow, required setup, verification checkpoints, and internal links you may need before going live.

Why use Perfex CRM Plugin with ZiniPay?

Perfex CRM Plugin helps connect your existing platform with ZiniPay so customers can complete local payment flows while your business keeps order, invoice, balance, membership, course, or service delivery tied to payment verification.

The main search intent for this page is Perfex CRM payment gateway Bangladesh. Related users are usually looking for a reliable payment gateway plugin, module, SDK, or app that works with Bangladesh payment automation and can reduce manual payment checking.

Installation steps

  1. 1. Download the ZiniPay payment module ZIP file.
  2. 2. Go to your Perfex CRM installation directory.
  3. 3. Upload the downloaded file to this directory.
  4. 4. Extract the contents of the ZIP file.

Configuration steps

  1. 1. Log in to the Perfex CRM admin panel.
  2. 2. Go to Setup > Settings > Payment Gateways.
  3. 3. Find BD Payment Methods in the payment gateways list.
  4. 4. Enable the gateway, configure display options, and save the changes.

How the payment flow works

  1. 1. Client opens a Perfex CRM invoice.
  2. 2. Client selects the ZiniPay payment option.
  3. 3. After payment, the gateway verifies the payment before the invoice is treated as paid.

SEO keywords covered in this guide

This page targets Perfex CRM payment gateway Bangladesh and related integration searches such as Perfex CRM payment gateway, Perfex CRM Bangladesh payment, ZiniPay Perfex CRM plugin, Nagad invoice payment CRM. The content is structured around setup instructions, verification flow, platform requirements, and practical merchant use cases.

FAQ about Perfex CRM Plugin

Do I need a ZiniPay account?

Live payment flows usually require a ZiniPay merchant account or API credentials. SDKs may include sandbox values for testing.

Can it support local payment automation?

Yes. Use Perfex CRM Plugin as part of a ZiniPay workflow when your business needs bKash, Nagad, Rocket, or other supported local payment methods with backend verification.

Should I verify payment before delivery?

Yes. Always verify payment status before updating an invoice, order, membership, course access, or SMM panel balance.