Perfex - Powerful Open Source CRM

Perfex - Powerful Open Source CRM v3.0.0

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Perfex CRM is finished Customer Relationship Management programming that is ideal for practically any organization, consultant, or numerous different purposes. With its spotless and present-day plan, Perfex CRM can assist you with looking more expert to your clients and assist with further developing business execution simultaneously.

CRMs need to zero in on clients and Perfex CRM does that with a strong emotionally supportive network that helps you track and resolve issues rapidly through the incorporated ticket framework and client updates. Relegate suggestions to yourself, one or many staff individuals and with a single tick, updates can be shipped off email and in-application notice framework. These highlights and more can take consumer loyalty to a higher level.

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 can 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.
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Latest updates

  1. Perfex v3.0.0 - Powerful Open Source CRM Free

    Changelog New UI for admin area, customers area, and external forms Improved custom fields of...
  2. Version 2.9.4

    Added ability to import expenses Add Khmer compatible PDF fonts Added honeypot spam technique on...

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