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, and 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 has the ability to bill 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.
Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. The customer 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.
Perfex allows you to keep track of your invoices, and items and generate reports. Add new currencies, using multiple currencies is allowed by previously set up customer currency. The invoice with a different tax based on the item.
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 of time could be days, weeks, months or years.
Creating recurring expenses. Set up a recurring expense and the expense will automatically be re-created after the specified period. The period of time could be days, weeks, months or years
Create an estimate within a minute, sent it to your customers and wait to accept, add notes for better organization for your next actions, and create reminders. Ability to auto-convert the estimate to invoice after the customer accepts.
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.
Receive payments from Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money and Braintree, we have implemented payment gateways that are available in most countries.
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.
Create milestones for projects and track time spend based on milestones. Ability to Drag and Drop tasks between milestones.
Leads or potential clients are a really important part of any company. Every company tries every day to get new leads. Very often happened some potential client call and ask for specific services that your company serve and then sometimes this is forgotten. 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, and create proposals. Organize your leads in stages and change stages easily with drag and drop. Ability to auto import leads from emails and web to lead forms, import leads from. CSV file included.
Web to Lead Forms
Create unlimited web-to-lead forms and inject them into your landing page or website. This feature allows you to import leads into Perfex CRM from the form. Use the web to lead forms to gather potential clients’ information, and allow them to request quotes directly from your website.
You can add new contracts based on your clients. Adding contracts is very simple, you can set a start date and end date and have a clear view of all your company contracts in one place. You won’t need anymore to search in your desk documents. Create PDF contracts and send them 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, and ticket statuses. Feature for auto importing tickets via Email Forwarder/IMAP method included. Let your customer reply and create new tickets via email, without accessing the client portal.
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, companies, estimates and more.
Set up staff reminders for staff members with the ability to notify by email and built-in. Reminders are available for important features.
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 a notification when an event is coming built-in and email.
Easily re-organize the admin menu
You can re-organize the admin main menu and the setup menu in a few seconds, you need only to login into your admin area. No coding is required. Add/Remove icons to fit your needs.
Set up predefined email templates from a text editor. Merge fields available and multi-language options available.
Staff Roles & Permissions
You can give staff specific permissions on what can or can’t do. Role permissions can be overridden for each staff.
Set up goals and track achievements. Use the Goals Tracking feature to keep sales goals in mind.
Every staff member can have their own personal to-do dashboard which will allow your staff member to easily organize their work.
Manage all your staff members from one place.
Share great company events, upload documents, and easy employee communications.
Assign tasks to multiple employees, add task followers, task comments allowed, and task attachments. Link tasks to many Perfex CRM features and stay organized.
Create tasks that will be auto-created for a given period.
Create surveys with one click. Send to staff, leads, clients or manually created mail lists. Increase customer retention via built-in Surveys.
Reports by customer
Custom date picker
Knowledge base articles (Track if your article is useful to clients, improve text based on votes)
Add knowledge base articles from a text editor. “Did you find this article useful?” vote was included in the client’s area.
Upload files in the media library. Each staff member that is not an admin has their own folder for uploading files.
Auto Backup Database
Set up an auto backup database each X day to prevent losing your important data.
Sensitive data is encrypted
Perfex CRM encrypts all sensitive data in the database with the unique encryption key. Encryption is performed on email passwords, API keys, API passwords etc.
Server Side Datatables
Perfex CRM is using serverside data tables to perfectly handle large databases.
Perfex is fully responsive. You can easily access your data from a mobile or tablet.
Google reCaptcha is 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 us to include another action hook based on your needs.
Track all staff activity. Adding new items, creating, deleting.
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