Perfex CRM Latest Version 2026: Release Notes, Features & Upgrade Guide

If you're searching for the latest Perfex CRM version in 2026, here's the fast answer: Perfex CRM 3.4.1 is the current stable release (released March 2026). It is a security & maintenance release that patches a critical vulnerability, adds PHP 8.5 support, and builds on the e-invoicing, automation, and PHP 8.4 work from versions 3.4.0 and 3.3.0.

Below you'll find the full release notes, the minimum system requirements for 2026, module-compatibility notes, and a step-by-step safe-upgrade checklist — the same one we follow for our own production installs.

Current Perfex CRM Version (April 2026)

What's New in Perfex CRM 3.4.x

Critical security fix (3.4.1)

Version 3.4.1 patches a critical unauthenticated remote-code-execution vulnerability caused by insecure deserialization in a bundled third-party library. It affects most earlier versions, so update as soon as possible — even if you don't need the feature additions below.

PHP 8.4 and 8.5 support

Version 3.3.0 added full PHP 8.4 compatibility (including session-handling changes), and 3.4.1 extends support to PHP 8.5. The minimum supported version remains PHP 8.1.

Sales automation (3.4.1)

• Leads convert to customers automatically when a proposal is accepted
• Lead-related proposals can convert to invoices automatically
• New action to clear the email queue when outgoing mail gets stuck
• New developer hooks (e.g. after_proposal_staff_status_changed, app_pdf_constructor_params)

E-invoicing and documents (3.4.0)

• E-invoice-compatible template generators (JSON/XML), with bulk export and per-document JSON/XML download for invoices and credit notes
• Optional items for estimates and proposals
• Multiple personal project notes, plus the option to disable unused languages

Payments (3.3.0)

The Stripe integration was updated to Stripe's latest API version ("Basil").

2026 System Requirements

These are the real-world minimums we recommend for a stable Perfex install in 2026 — not the absolute minimums from the docs:

• PHP 8.1 to 8.5 with mbstring, intl, gd, curl, openssl, zip, mysqli, xml, fileinfo, iconv
• MySQL 5.7+ or MariaDB 10.3+ (utf8mb4 default)
• 2 GB RAM minimum, 4 GB for installations with 20+ active users
• SSD storage — Perfex is database-heavy; spinning disks noticeably hurt the UI
• SSL certificate — non-negotiable for the client portal and payment gateways
• Cron job support — required for recurring invoices, reminders, and automation

Need hosting-setup details? See our full self-hosting guide for Perfex CRM.

Module Compatibility with the 2026 Version

All Custom Perfex CRM modules are tested against Perfex 3.4.1 and ship with compatibility patches. If you're running older third-party modules, check these common failure points before upgrading:

• New hooks — 3.4.1 adds developer hooks such as after_proposal_staff_status_changed and app_pdf_constructor_params; review custom code that relies on the proposal or PDF flow
• PHP version — confirm your custom and third-party modules run under PHP 8.1+ (the engine now supports up to 8.5)
• Serialization/security — the 3.4.1 deserialization fix may affect code that passed serialized data through the patched library

Safe Upgrade Checklist

We follow this exact sequence on every production upgrade — it has saved us from rollback drama more than once:

1. Full backup first. Database dump and the full application/ + uploads/ directory. Store off-server.
2. Check PHP version. If you're below 8.1, upgrade PHP first on a staging copy before touching Perfex.
3. Spin up staging. Clone the site to a subdomain, apply the update there, run your core workflows (create invoice, send proposal, log ticket).
4. Disable modules. Turn off all custom and third-party modules in staging before the upgrade, then re-enable one at a time.
5. Apply the update. Upload the 3.4.1 package, run /install/upgrade.php, watch for errors in application/logs/.
6. Clear caches. Clear application/cache/ and run a forced browser refresh.
7. Smoke-test. Invoice PDF, new lead, email template, cron job, payment gateway.
8. Promote to production. Maintenance window, backup again, copy staging to production.

Should You Upgrade?

Yes, if: you're on PHP 8.0+, you run the stock Perfex features, and you care about the security hardening. The upgrade is straightforward for standard installs.

Wait, if: you're running heavily customised modules from unknown vendors that haven't published a 3.4 compatibility statement. Ping those vendors first, or clone to staging and test before touching production.

Skip, if: you're locked on PHP 7.4 with no upgrade path. In that case, plan a full server migration first — running Perfex 2026 on unsupported PHP is a ticking-clock scenario for security exposure.

Want Us to Handle the Upgrade for You?

If you'd rather not touch production yourself, we offer hands-on upgrade services for Perfex CRM. We've migrated dozens of installs from older versions to 3.4.1 — including ones with heavily customised modules, custom themes, and legacy PHP versions.

A typical engagement covers:

• Full pre-upgrade audit (PHP version, modules, custom code, database health)
• Staging clone, dry-run upgrade, compatibility fixes for third-party modules
• Scheduled production cutover with a maintenance window and rollback plan
• Post-upgrade smoke test across invoicing, proposals, payments, and cron jobs
• 30 days of follow-up support to catch anything that surfaces after go-live

Whether you're stuck on PHP 7.4 and need a full server migration first, or just want a second pair of eyes on a routine 3.4 upgrade — get in touch and we'll scope it with you.