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.
Managing customers is important and Perfex CRM helps in several
- Manage and invoice projects with the powerful Project
- Link tasks to many Perfex CRM features and stay organized.
- Build professional, great looking estimates and invoices.
- Powerful support system with ability to auto import
- Track time spent on tasks and bill your customers. Ability to
assign multiple staff members on task and track timer per assigned
- 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. Ability to auto import leads from email, add notes,
create proposals. Organize your leads in stages and change stages
easily with drag and drop.
- Create good looking proposals for leads or customers and
- Records your company/project 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
- Create announcements for your staff members and customers.
- Use Contracts feature to lock in current and future sales.
- Custom fields can store extra information for customers, leads
- Receive payments from Paypal and Stripe in different
- Tons of configurable options.
- Style the CRM to your company branding with the powerful theme
- Separated media folder for non-admin staff members to work
inside the CRM and organize their uploads and files.
- Great looking calendar for each staff member based on staff
- Follow ups, reports, notes, files and many more features.
CRMs need to focus on customers and Perfex CRM does that with a
powerful support system that helps you track and resolve issues
quickly via the integrated ticket system and customer reminders.
Assign reminders to yourself, one or many staff members and with
one click, reminders can be sent to email and in-app notification
system. These features and more can take customer satisfaction to
the next level.
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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Easily manage your customers and their contacts, create
multiple contacts for your customers and set proper permissions.
Customers area is fully separated from the admin area. Clients have
their own client portal with all financial data from your company
presented in clear view. Set customer reminders Never forget
anything about your customers.
Perfex allows you to keep in track your invoices, items and
generate reports. Add new currencies, using multiple currencies is
allowed by previously setup customer currency. Invoice with
different tax based on item.
Create recurring invoices that 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, add notes for better organization for your next
actions, create reminders. Ability to auto convert the estimate to
invoice after customer accept.
Create good looking proposals for leads or customers and
increase sales. Receive notification when proposal is
accepted/declined and auto sent thank you email to your customer
after accepting the proposal. Proposal overdue notice before X days
Receive payments from Paypal and Stripe in different
Manage projects and track time spent on project for each staff
member. Record project expenses and invoices and bill your clients
faster. Professional Gantt Chart included for each project and
Create milestones for projects and track time spend based on
milestone. Ability to Drag and Drop tasks between milestones.
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 specific 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. Keep track of
leads in one place and easily follow their progress. Ability to
auto import leads from email, add notes, create proposals. Organize
your leads in stages and change stages easily with drag and drop..
Ability to auto import leads from emails and import leads from .CSV
You can add new contracts based on your clients. 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. Create PDF
contracts and send to your customers from Perfex CRM. Contract
overdue reminders available.
Great support ticket system with autoresponse. Private ticket
staff notes, ticket assignments, attachments, predefined ticket
replies, insert knowledge base link, ticket priorities, ticket
Assign your staff to specific departments and ability to auto
import tickets by department email.
Custom fields can store extra information for customers, leads,
tickets, invoices, comapany, estimates and more.
Setup staff reminders for staff member with ability to notify
by email and built-in. Reminders are available for important
Theme Styling without coding
Style the CRM to your company branding with the powerful theme
styling feature. To fit best for your needs create custom.css and
add your own styles.
Create private or public events. Receive notification when an
event is coming built-in and email.
Easily re-organize admin menu
You can re-organize admin main menu and the setup menu from in
few seconds, you need only to login in your admin area. No coding
is required. Add/Remove icons to fit for your needs.
Setup predefined email templates from text editor. Merge fields
Staff Roles & Permissions
You can give staff a specific permissions what can do or cant
do. Role permissions can be overided for each staff.
Setup goals and tracking achievements. Use the Goals Tracking
feature to keep sales goals in mind.
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
Assign task to multiple employees, add task followers, task
comments allowed, task attachments. Link tasks to many Perfex CRM
features and stay organized.
Create surveys with one click. Send to staff,leads, clients or
manually created mail lists. Increase customer retention via
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.
â€œDid you find this article useful?â€
vote included in clients area.
Upload files in media library. Each staff member that is not
admin have their own folder for uploading files.
Auto Backup Database
Setup auto backup database each X days to prevent losing your
Sensitive data is encrypted
Perfex CRM encrypts all sensitive data in the database with
unique encryption key. Encryption performed on email passwords, api
keys, api passwords etc..
Server Side Datatables
Perfex CRM is using serverside datatables to perfectly handle
Perfex is fully responsive. You can easily access your data
from mobile or tablet.
Google reCaptcha available for admin login, customer login and
customer register area.
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.
Track all staff activity. Adding new items, creating, deleting.
IMAP Extension â€“ not recomended godaddy as
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