Perfex – Powerful Open Source CRM 3.0.6

Perfex Powerful Open Source CRM Introduction

Perfex CRM is self-hosted 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 ways:

• Manage and invoice projects with the powerful Project Management Feature.
• Link tasks to many Perfex CRM features and stay organized.
• Build professional, great-looking estimates and invoices.
• Powerful support system with the ability to auto-import tickets.
• 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 a 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 increase sales.
• 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 mind.
• Create announcements for your staff members and customers.
• Use the Contracts feature to lock in current and future sales.
• Custom fields can store extra information for customers, leads, and more.
• Receive payments from Paypal and Stripe in different currencies.
• Tons of configurable options.
• Style the CRM to your company branding with the powerful theme styling feature.
• 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 permissions.
• 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.

Customers

Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. The customer’s 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.

Invoices

Perfex allows you to keep in track of your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously set up customer currency. The invoice with different tax based on item.

Recurring Invoices

Create recurring invoices that will be re-created automatically without you lifting a finger, based on the specified period for the recurring invoice. The period time could be days, weeks, months or years.

Recurring Expenses

Creating recurring expenses. Set up a recurring expense and the expense will automatically be re-created after the specified period. The period time could be days, weeks, months or years

Estimates

Create an estimate within a minute, send it to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto converts the estimate to invoice after customer accepts.

Proposals

Create good-looking proposals for leads or customers and increase sales. Receive a notification when the proposal is accepted/declined and auto-send thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available.

Online Payments

Receive payments from Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money, and Braintree, we have implemented payment gateways that are available in most countries.

Projects

Manage projects and track time spent on projects for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.

Milestones

Create milestones for projects and track time spend based on milestones. Ability to Drag and Drop tasks between milestones.