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Social Networks Login for Perfex CRM

Enable social login options (Facebook, Google, etc.) for your CRM users and customers.

Overviewโ€‹

The Social Networks Login module adds one-click social login buttons to your Perfex CRM login pages. Instead of requiring customers to remember yet another username and password, they can sign in using their existing social media accounts. This reduces friction during login, improves the user experience, and can increase customer engagement with your CRM portal.

Supported Social Networksโ€‹

The module supports login through the following social networks:

NetworkLogin SupportNotes
FacebookYesRequires a Facebook Developer App with OAuth configured
GoogleYesRequires Google Cloud Console OAuth credentials
OtherYesAdditional networks supported โ€” see included PDF guide
info

The exact list of supported social networks and their setup instructions are included in the documentation package as a PDF file. Refer to the Configuration guide for details on setting up each network.

Requirementsโ€‹

Before installing the Social Networks Login module, ensure you have:

  • An active Perfex CRM installation (up to date with the latest security patches)
  • Developer accounts on the social platforms you want to enable (e.g., Facebook Developer, Google Cloud Console)
  • PHP 7.4 or higher on your server
  • The cURL PHP extension enabled (required for OAuth communication)
  • Your Perfex CRM must be accessible via HTTPS (most social login providers require a secure callback URL)
tip

Before activating, ensure your Perfex CRM is up to date. Social login modules often require the latest security patches for OAuth compatibility.

Installation & Activationโ€‹

Follow these steps to install the module:

  1. Extract your download and locate upload.zip.
  2. In Perfex CRM, go to Setup โ†’ Modules.
  3. Upload upload.zip and press Install.
  4. Click Activate.
warning

After activation, social login buttons will not appear until you configure at least one social network with valid App ID and App Secret credentials. See the Configuration guide for next steps.

What's Next?โ€‹

  • Configuration โ€” Set up OAuth credentials for each social network and configure callback URLs

Supportโ€‹

If you encounter any issues during installation or have questions about the module, visit the Themesic Support Portal to open a support ticket.