Single Sign-On for Perfex CRM

Let staff sign in to Perfex with your company identity provider — and switch people off in one place.

Perfex CRM 3.x · PHP 8.1+ Coming soon
Changelog

Add a Sign in with your company account button to Perfex CRM. Works with any OpenID Connect provider, including JumpCloud, Okta, Microsoft Entra ID, Google Workspace, Auth0 and Keycloak.

Optional user sync (SCIM) creates, updates and disables Perfex staff automatically when you change them in your identity provider, so former employees lose access the moment you switch them off.

What's included

  • OpenID Connect sign-in for Perfex staff
  • Works with JumpCloud, Okta, Entra ID, Google and more
  • Optional SCIM user sync — auto create, update and disable staff
  • Map identity-provider groups to Perfex roles
  • Keep or hide the normal password login
  • Per-user break-glass admin login
  • Sign-in audit log

Requirements

  • Perfex CRM 3.0 or newer
  • PHP 8.1+ with cURL and OpenSSL
  • An OpenID Connect identity provider
  • HTTPS on your Perfex install

Support plans

Standard

Included

  • Help installing & using the product
  • Bug fixes
  • Reply within 1–2 business days

Extended

+$29.00 / 12 months

  • Everything in Standard
  • 12 extra months of support
  • Upgrade help between versions

Priority

+$59.00 / 12 months

  • Everything in Extended
  • Front of the queue
  • Same-business-day replies (Mon–Fri, 8am–6pm ET)
  • Help with configuration & integrations