About This File
List of Addons and Themes for Perfex:
Account Planning module for Perfex CRM All-in-one Support module for Perfex Weboox Convert - Perfex CRM to app Android Weboox Convert - Perfex CRM to app Windows REST API for Perfex CRM Perfex CRM Chat Call Log module for Perfex CRM GoCardless Payment Gateway for Perfex CRM Facebook Leads integration module for Perfex CRM Assets Management module for Perfex CRM Appointly - Perfex CRM Appointments Perfex Shop - Sell your Products with Inventory Management (E-commerce module) WordFex - Syncronize WordPress with Perfex Team Password for Perfex CRM OKRs - Objectives and Key Results for Perfex CRM Sales Commission Program for Perfex CRM Custom jаvascript module for Perfex WhatsApp module for Perfex CRM HR Records for Perfex CRM Accounting and Bookkeeping for Perfex CRM Perfex CRM - Flat admin theme Shopier Payment Gateway for Perfex CRM Spreadsheet Online for Perfex CRM Client App For Perfex CRM Mercado Pago Payment Gateway for Perfex CRM Perfex CRM - Flat theme Perfex CRM Office Theme Mention and Tag for Perfex CRM Multi-Page Web to Lead Form Module Perfex CRM and TelegramBot Chat Module Perfex CRM - Customer Feedback Module Perfex CRM Dark Theme Mailbox - Webmail client for Perfex CRM Weboox PRO theme for Perfex CRM Human Resources Management - HR module for Perfex CRM Mercado Pago Payment Gateway for Perfex CRM Drag and Drop Perfex CRM Email Builder Perfex Zoom Meeting Module Inventory Management for Perfex CRM Purchase Management for Perfex CRM Razorpay Payment Gateway for Perfex CRM Recruitment Management for Perfex CRM WooCommerce Module for Perfex CRM Omni Channel Sales for Perfex CRM Project Roadmap - Advanced Reporting for Perfex CRM Projects Custom SMS & Email Notifications for Perfex CRM Custom Task Filters Module for Perfex CRM Tasks Bookmark module for Perfex CRM AND MORE IN FOLDER ...
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.
What's New in Version v3.0.5 See changelog
- Add Microsoft mail engine via OAuth 2
- Add Google mail engine OAuth 2
- Add php 8.2 support
- Add Contract sign reminder feature
- Add Inter font CSS locally
- Add payment gateway fee calculation for chosen payment gateways
- Add permission for contracts and proposals templates
- Add ability to clear session table via system info
- Automatically assign logged-in staff as a sale agent
- Updated: Remove allow-scripts from iframe examples
- Updated: Remember all contacts contracts and cc a contract is sent to
- Updated: Ensure contract reminder is only sent to notified contacts
- Updated: Ensure the task new checklist is always at the bottom
- Updated: Google Drive picker feature
- Ensure the subscription’s last sent date is properly updated
- Improve user display on tables
- Fix taxes dropdown not loaded correctly on specific servers
- Fix batch payment modal
- Fix hyperlink custom fields import
- Fix the main menu height in the admin area
- Fix num to word Indian rupee
- Fix padding on table checkboxes
- Fix forms tabs not responsive
- Fix TinyMCE not loading properly Norwegian language
- Fix: 2factor auth is disabled when the staff profile is updated
- Fix terms and policy links not opening in the form’s iframe
- Fix warning when viewing a new empty contract
- Fix template content not inserted properly
- Fix theme style not applied to todo/notification icons.
- Fix leads kanban tags search
- Fix sidebar toggle not working on iPad