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Module Documentation

What each module does. How licensing works. What you need to know. No fluff.

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Module 04 · client_portal_builder

Client Portal Builder

Perfex 3.0+ GrapeJS visual editor Multi-domain Foundation module

Replace the default Perfex client portal with a fully custom-designed portal. Build pages visually with GrapeJS drag-and-drop editor. Multiple domains, multilingual pages, custom navigation, theme colors — complete white-label client experience.

Foundation module: The other modules (AutoScout24, mobile.de, Hosting, etc.) use CPB to render their public pages. Install CPB first.

What you get

  • GrapeJS visual page builder — drag, drop, done
  • Unlimited CMS pages with custom slugs
  • Multi-domain support — different content per domain
  • Multilingual pages (DE, EN, and more)
  • Custom navigation builder (header + sidebar)
  • Theme color customization via Settings
  • Elementor import — migrate existing designs
  • Pre-built Perfex widgets (invoices, tickets, projects…)
  • Version history — up to 10 saves per page

Setup

  • Install and activate — portal immediately active
  • Go to Portal Builder → CMS Pages → create pages
  • Set dashboard page under Settings → Dashboard Page
  • Configure navigation under Navigation Links
  • Customize colors under Theme Settings
  • Optional: add domains under Domain Mapping

🔑 Licensing — what the buyer must do

1

Purchase → receive license key via email.

2

Perfex admin → Portal Builder → Settings → paste key → Activate License.

3

License tied to your domain. Public portal pages (/cpb/*) always work — license gate is admin-only.

Technical notes

  • Creates application/config/my_routes.php automatically if missing
  • Routes written with marker // CPB_ROUTES_v2 — safe to re-run
  • GrapeJS runs in iframe — CSS changes don't affect admin
  • Page data stored as GrapeJS ProjectData JSON + CSS in separate DB column
  • Translation editor built-in — no external service required
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Requirements & First-Time Setup

Server requirements

  • Perfex CRM 3.0 or higher
  • PHP 8.0 or higher
  • MySQL 5.7+ / MariaDB 10.3+
  • application/config/my_routes.php writable (chmod 664)
  • Outgoing HTTPS connections to licenses.perfexmodule.com

If something doesn't work

  • Routes 404? → Check my_routes.php permissions
  • Language error? → Copy lang file to application/language/
  • License won't activate? → Check outgoing HTTPS
  • License valid but expired? → 7-day grace period. Reconnect to internet and reload.
  • Still stuck? → Email support with your domain and order number