Description
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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.
Perfex CRM
Perfex CRM
CustomersEasily 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.
InvoicesPerfex 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.
Perfex CRM
Recurring InvoicesCreate 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 ExpensesCreating 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
Perfex CRM
EstimatesCreate 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.
ProposalsCreate good looking proposals for leads or customers and increase sales. Receive notification when 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 PaymentsReceive payments from Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money and Braintree, we have implemented payment gateways that are available in most of the countries.
Perfex CRM
Perfex CRM Features
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 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 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.
Demo : https://codecanyon.net/item/perfex-powerful-open-source-crm/14013737
Perfex CRM