brango I’ve worked on a similar customization for a sales team using Perfex CRM, and here’s what I’ve learned:
Separate Calendars per User – Perfex CRM by default only has a shared calendar, but it is possible to create user-specific calendars by customizing the calendar module or using a specialized add-on.
Appointments with Clients – You can extend the event functionality to link appointments to clients, so salespeople can see the client’s name, location, and details for each visit.
Google Calendar Sync (Optional) – This can be achieved with an integration module that syncs each user’s calendar to their Google Calendar.
If you want an off-the-shelf solution, check out https://ystematica.app – we provide Perfex CRM modules and custom development. A custom calendar module like the one you’re describing is something we can either provide or build for your team to avoid recurring manual workarounds.
If you’re interested, feel free to connect—we’ve helped multiple sales teams achieve exactly this setup without breaking future updates.
