Perfex CRM v2.8.4 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 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.
- Use the Goals Tracking feature to keep sales goals in mind.
- 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 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.
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.
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
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.
ProjectsManage 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 staff member.
MilestonesCreate milestones for projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones.
LeadsLeads 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 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, 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 FormsCreate unlimited web to lead forms and inject in your landing page or website. This feature allows you to import leads into Perfex CRM from form. Use web to lead forms to gather potential clients information, allow them to request quotes directly from your website.
ContractsYou 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.
TicketsGreat support ticket system with autoresponse, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses. Feature for auto importing tickets via Email Forwarder/IMAP method included. Let your customer reply and create new tickets via email, without accesing the client portal.
DepartmentsAssign your staff to specific departments and ability to auto import tickets by department email.
Custom FieldsCustom fields can store extra information for customers, leads, tickets, invoices, comapany, estimates and more.
Staff RemindersSetup staff reminders for staff member with ability to notify by email and built-in. Reminders are available for important features.
Theme Styling without codingStyle 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.
EventsCreate private or public events. Receive notification when an event is coming built-in and email.
Easily re-organize admin menuYou 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.
Email TemplatesSetup predefined email templates from text editor. Merge fields available and multi language options available.
Staff Roles & PermissionsYou can give staff a specific permissions what can do or can’t do. Role permissions can be overided for each staff.
Goals TrackingSetup goals and tracking achievements. Use the Goals Tracking feature to keep sales goals in mind.
Personal TodoEvery staff member can have their own personal todo dashboard which will allow your staff member to easily organize the their work.
StaffManage all your staff members from one place.
Company NewsfeedShare great company events, upload documents, easy employees communications.
Staff TasksAssign task to multiple employees, add task followers, task comments allowed, task attachments. Link tasks to many Perfex CRM features and stay organized.
Recurring TasksCreate tasks that will be auto created for a given period.
SurveysCreate 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 usefull to clients, improve text based on votes)
Knowledge BaseAdd knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.
Media LibraryUpload files in media library. Each staff member that is not admin have their own folder for uploading files.
Auto Backup DatabaseSetup auto backup database each X days to prevent losing your important data.
Sensitive data is encryptedPerfex CRM encrypts all sensitive data in the database with unique encryption key. Encryption performed on email passwords, api keys, api passwords etc..
Server Side DatatablesPerfex CRM is using serverside datatables to perfectly handle large databases.
ResponsivePerfex is fully responsive. You can easily access your data from mobile or tablet.
Google reCaptchaGoogle reCaptcha available for admin login, customer login and customer register area.
Action HooksTo 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.