ScreenCapture – Screen Capture, Recording & Annotation Module for Perfex CRM

Note: ScreenCapture is an add-on module for Perfex CRM. It is not a standalone application and requires Perfex CRM to operate.

Overview

ScreenCapture brings a complete screen capture and visual documentation workflow directly into Perfex CRM. Staff and customers can capture screenshots, record their screens, annotate captured images, upload existing media, and keep everything organized in one centralized workspace.

Capture screenshots from your browser, application windows, or entire screen, then use the built-in editor to add annotations and visual highlights. Screen recordings can be created directly from the CRM and automatically uploaded for later viewing and management.

With support for image and video uploads, date-based organization, media previews, permissions, lazy loading, and infinite scrolling, ScreenCapture provides a practical way to document issues, explain tasks, provide visual feedback, and share important screen content without leaving Perfex CRM.

The module is designed as a plug-and-play Perfex CRM add-on and does not require any modifications to Perfex CRM core files.

Demo

Explore ScreenCapture using the demo accounts below.

Admin Login:
https://perfex.codeonstring.com/admin
Email: [email protected]
Password: 123456789

Staff Login:
https://perfex.codeonstring.com/admin
Email: [email protected]
Password: 123456789

Customer Login:
https://perfex.codeonstring.com/login
Email: [email protected]
Password: 123456789

Tip: When recording your screen, we recommend opening the recorder in a separate browser tab. This allows you to continue using Perfex CRM while the recording is active.

What You Can Do

• Capture Screenshots
  
  Capture your browser tab, application window, or entire screen directly from Perfex CRM.
• Record Your Screen
  
  Record screen activity directly from the browser and automatically upload the resulting video to ScreenCapture.
• Annotate Screenshots
  
  Open captured screenshots in the built-in editor and add visual information using text, arrows, shapes, highlights, redaction, crop, zoom, and pan tools.
• Upload Existing Media
  
  Add existing images and videos from your device to the same media workspace.
• Organize Captures
  
  Add titles and descriptions to captures and browse them through a clean gallery organized by date.
• Preview & Manage
  
  Open captures in a detailed preview, view file information, download media, and manage captures according to the user’s permissions.

How It Works

1. Open ScreenCapture from the Perfex CRM interface.
2. Choose whether you want to capture a screenshot, record your screen, or upload existing media.
3. Screenshots can be opened directly in the built-in editor for annotation and visual editing.
4. Screen recordings are automatically uploaded after recording is stopped and saved as captures.
5. Add a title and description to provide additional context for each capture.
6. All captures are stored in the ScreenCapture gallery and organized by date.
7. Open any capture to preview the media and view information such as file size, creation date, and video duration where applicable.
8. Captures can be shared with selected staff members or customers, or made available to all staff or all customers depending on the configured sharing options.

Image Editor

ScreenCapture includes a built-in image editor designed for quickly explaining and highlighting information in screenshots.

• Add text annotations
• Draw arrows and shapes
• Highlight important areas
• Redact sensitive information
• Crop captured images
• Zoom and pan around the canvas
• Undo and redo editing actions
• Save the edited capture directly to Perfex CRM

Screen Recording

Record your screen directly from the browser without installing additional desktop software. Select the screen, application window, or browser content you want to share and start recording.

Once recording is stopped, ScreenCapture processes the recording and uploads it automatically. The recording is then available in the media gallery together with its title, description, duration, file size, and thumbnail.

Media Gallery

Keep screenshots, recordings, and uploaded media together in one organized workspace.

• Date-based capture grouping
• Image and video thumbnails
• Lazy-loaded media
• Infinite scrolling for large collections
• Detailed media preview
• File size and other information
• Video duration and thumbnail support
• Title and description management

Sharing & Permissions

ScreenCapture provides flexible access control so visual information can be shared without giving users unnecessary editing privileges.

• Users can manage their own captures.
• Shared captures can be assigned to specific staff members or customers.
• Captures can be made available to all staff members.
• Captures can be made available to all customers.
• Shared users receive view access without ownership of the capture.
• Administrators can view and manage captures across the system.

Features

• Seamless integration with Perfex CRM (v3.1.0 and above)
• Capture screenshots from browser tabs, application windows, or the entire screen
• Built-in screen recording directly from the browser
• Automatic recording upload and media storage
• Built-in screenshot annotation and editing tools
• Text, arrows, shapes, highlights, and redaction tools
• Crop, zoom, pan, undo, and redo support
• Upload existing images and videos
• Centralized image and video gallery
• Date-based media organization
• Lazy loading and infinite scrolling for large media collections
• Detailed media preview with metadata
• Video thumbnails and duration information
• Title and description support
• Staff and customer sharing
• Share captures with all staff or all customers
• Owner and viewer permission handling
• Admin media management
• No paid third-party API required
• No Perfex CRM core file modifications
• Quick installation and straightforward configuration

Who Is It For?

ScreenCapture is useful for teams that need to communicate visually inside their CRM.

• Documenting bugs and issues
• Explaining problems to clients
• Sharing visual instructions with staff
• Recording workflows and demonstrations
• Annotating screenshots for support requests
• Keeping project-related screenshots and recordings organized

What’s Included

• ScreenCapture Module
• Documentation
• Free lifetime updates
• 6 months support

Requirements

• Perfex CRM version 3.1.0 or higher

Documentation

Complete installation, configuration, and usage instructions are available in the online documentation:

https://perfex.codeonstring.com/screencapture-documentation/

Support

Comprehensive documentation is included with the module. If you need assistance, please contact us at
[email protected].

Change Log

Version 1.0.0
    - Initial Release