Subject: Looking for module for separate B2C customer

akh-dev

Hello Perfex community,

I'm looking for a module or solution for the following issue:

Currently, Perfex CRM only uses "companies" as the default customer type, but I urgently need a separate B2C/Individual customer type alongside the existing B2B functionality.

My requirements:

Separate customer type "Individual" with all the same functionalities as existing "Companies"

Complete separation between B2B and B2C customers

Ability to use both types simultaneously in the system

Same features (invoices, projects, tickets, etc.) for both types

Why I need this:

Currently, individual customers have to be created as "companies", which is confusing

Different workflows required for B2B vs B2C customers

Different fields needed for individuals (no company name, VAT number, etc.)

Clear separation in reporting and overviews

My questions:

Does there exist an official or community module that adds this functionality?

Does anyone have experience with a good solution for this?

Are there developers who can provide a custom module for this?

I'm using Perfex CRM version 3.40 and have checked the marketplace but couldn't find a suitable module.

All suggestions and experiences are welcome!
Thx

snapshot

@akh-dev looking for developer for custom work?

Colin

Hi,

I work with Perfex CRM and can build a custom module to handle separate B2B and B2C customer types as you described.
This would include full functionality and clean integration with your current setup.
If you are looking for a developer to take this on professionally, feel free to reach out.

You can reach out to me on my email here

Colin