Perfex CRM is complete Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design, Perfex CRM can help you look more professional to your customers and help improve business performance at the same time.
Sales are important and Perfex CRM helps in several ways:
- Manage and invoice projects with the powerful Project Management Feature.
- Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
- Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project.
- Keep track of leads in one place and easily follow their progress.
- Create good looking proposals for leads or customers and increase sales.
- Records your company expenses and have the ability to bill to your customers and auto convert to invoice.
- Know more about your customers with powerful CRM.
- Increase customer retention via built-in Surveys.
- Use the Goals Tracking feature to keep sales goals in mind.
- Build professional, great looking estimates and invoices.
- Powerful support system with ability to auto import tickets.
- Use Contracts feature to lock in current and future sales.
- Custom fields can store extra information for customers, leads and more.
- Follow ups, reports, notes, files and many more features.
Perfex CRM has many features designed to fit many applications. Read more about the features below and try the demo to see how Perfex CRM can help you succeed.
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Server Side Datatables
Perfex CRM is using serverside datatables. Which means that is flexible for large data.
Easily manage your customers. Separated customer area and ability to create new themes.
Set customer reminders Never forget anything about your customers.
Leads or potential clients are really important part to any company. Every company trying everyday to get new leads. Very offen happend some potential client to call and ask for particular service that you company serve and then sometimes this is fogotten. With Perfex CRM you will never forget your potential clients and you will be able to manage all of them in one place. Drag & Drop status change ability.
Contracts is great feature in Perfex CRM. You can add new contracts based on your clients. No matter if the client is company or not. Adding contracts is very simple, you can set start date and end date and have clear view of all your company contracts in one place. You wont need anymore to search in your desk documents.You cant add contract without selecting client.
Assign your staff to particular departments.
Track all staff activity. Adding new items, creating, deleting.
Create private or public events. Receive notification when an event is coming.
Setup predefined email templates from text editor. Merge fields available.
Staff Roles & Permissions
You can give staff a specific permissions what can do or cant do. Role permissions can be overided for each staff.
Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.
Sales is quote an important part in one company management. Perfex allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed. Invoice with different tax based on item.
Setup goals and tracking achievements.
Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.
Creating recurring expenses. Set up a recurring expense and the expense will automatically be created after the specified period. The period time could be days, weeks, months or years
Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept.
Personal todo items
Every staff member can have their own personal todo dashboard.
Manage all your staff members from one place.
Share great company events, upload documents, easy employees communications.
Assign task to multiple employees, add task followers, task comments allowed, task attachments.
Create great surveys with one click. Send to staff, clients or manually created mail lists.
Total report income
Reports by customer
Custom date picker
Knowledge base articles (Track if your article is usefull to clients, improve text based on votes)
Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.
Upload protected files to media library.
Perfex is fully responsive. You can easely access your data from mobile.
To prevent editing the core files we created action hooks for some important functionalities. Send us an email if you want we to include another action hook based on your needs.
IMAP Extension – not recomended godaddy as email provider
CURL Extension (Recomended)
Perfex - Authentication
13 May 2016
Version 1.1.0 Released
10 May 2016
Version 1.0.9 Released
10 April 2016
Version 1.0.8 Released
31 March 2016
Version 1.0.7 Released
29 February 2016
Version 1.0.6 Released
9 February 2016
Version 1.0.5 Released
1 February 2016
Version 1.0.4 Released
16 January 2016
Version 1.0.3 Released
11 January 2016
Version 1.0.2 Released
1 January 2016
Version 1.0.1 Released
18 December 2015
Version 1.0.0 Released