Installing Perfex CRM on a VPS Using cPanel: A Step-by-Step Guide

Perfex CRM is a robust customer relationship management (CRM) solution designed to streamline business processes. If you’ve chosen a Virtual Private Server (VPS) with cPanel for your hosting needs, here’s a comprehensive guide on how to install Perfex CRM.

Prerequisites:

Before you begin, make sure you have the following:

1. VPS with cPanel: Ensure that your VPS is equipped with cPanel. Many hosting providers include cPanel with their VPS plans.
2. Perfex CRM Files: Download the latest version of Perfex CRM from the official website.

Step 1: Access cPanel

Log in to your cPanel account using the credentials provided by your hosting provider. Once logged in, navigate to the “File Manager.”

Step 2: Upload Perfex CRM Files

1. Inside the “File Manager,” create a new directory for Perfex CRM. This could be in the public_html directory or a subdirectory depending on your preference.
2. Upload the contents of the Perfex CRM ZIP file to the directory you just created. You can use the cPanel file manager to upload and extract the files or use an FTP client for this step.

Step 3: Create a Database

1. In cPanel, find the “MySQL Databases” option.
2. Create a new database and a user for Perfex CRM. Note down the database name, username, and password.
3. Add the user to the database and grant it all privileges.

Step 4: Configure Perfex CRM

1. Locate the config directory in the Perfex CRM files and find the database.php file.
2. Update the database connection details in the configuration file with the database name, username, and password you created earlier.

Step 5: Set Permissions

Ensure that the file and directory permissions for Perfex CRM are set correctly. Directories should typically have a permission of 755, and files should have a permission of 644. Refer to Perfex CRM documentation for specific permission requirements.

Step 6: Access Your Website

Open your web browser and navigate to your website’s URL. You should be directed to the Perfex CRM installation wizard.

Step 7: Complete Installation

Follow the on-screen instructions to complete the installation of Perfex CRM. This includes setting up an admin account, configuring database settings, and other initial configurations.

Congratulations! You’ve successfully installed Perfex CRM on your VPS using cPanel. Remember to check for updates to Perfex CRM regularly and keep your server software up-to-date for security and performance reasons.