Perfex V2.3.1 - Powerful Open Source CRM

Posted March 15, 20196 yr

Administrators

Perfex CRM is complete client Relationship Management code that's an excellent suitable nearly any company, freelancer or several different uses. With its clean and fashionable style, Perfex CRM will assist you look additional skilled to your customers and facilitate improve business performance at identical time.

Managing customers is vital and Perfex CRM helps in many ways:

Manage and invoice comes with the powerful Project Management Feature.
Link tasks to several Perfex CRM options and keep organized.
Build skilled, nice wanting estimates and invoices.
Powerful web with ability to car import tickets.
Track time spent on tasks and bill your customers. Ability to assign multiple workers members on task and track timer per assigned workers.
Add task followers albeit the workers isn't project member. The staffer are able to track the task progress while not accessing the project.
Keep track of leads in one place and simply follow their progress. Ability to car import leads from email, add notes, produce proposals. Organize your leads piecemeal and alter stages simply with drag and drop.
Create sensible wanting proposals for leads or customers and increase sales.
Records your company/project expenses and have the power to bill to your customers and car convert to invoice.
Know additional regarding your customers with powerful CRM.
Increase client retention via constitutional Surveys.
Use the Goals chase feature to stay sales goals in mind.
Create announcements for your workers members and customers.
Use Contracts feature to lock in current and future sales.
Custom fields will store additional info for purchasers, leads and additional.
Receive payments from Paypal and Stripe in several currencies.
Tons of configurable choices.
Style the CRM to your company stigmatization with the powerful theme styling feature.
Separated media folder for non-admin workers members to figure within the CRM and organize their uploads and files.
Great wanting calendar for every staffer supported workers permissions.
Follow ups, reports, notes, files and plenty of additional options.