Perfex CRM is complete 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.
Sales are important and Perfex CRM helps in several ways:
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.
If you want to contribute translation please send us at [email protected]For any support related issues please visit our support desk
Server Side DatatablesPerfex CRM is using serverside datatables. Which means that is flexible for large data.
CustomersEasily manage your customers. Separated customer area and ability to create new themes.
Customer RemindersSet customer reminders Never forget anything about your customers.
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 particular service that you company serve and then sometimes this is fogotten. With Perfex CRM you will never forget your potential clients and you will be able to manage all of them in one place. Drag & Drop status change ability.
ContractsContracts is great feature in Perfex CRM. You can add new contracts based on your clients. No matter if the client is company or not. 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.You cant add contract without selecting client.
DepartmentsAssign your staff to particular departments.
Activity LogTrack all staff activity. Adding new items, creating, deleting.
EventsCreate private or public events. Receive notification when an event is coming.
Email TemplatesSetup predefined email templates from text editor. Merge fields available.
Staff Roles & PermissionsYou can give staff a specific permissions what can do or cant do. Role permissions can be overided for each staff.
TicketsGreat support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.
SalesSales is quote an important part in one company management. Perfex allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed. Invoice with different tax based on item.
Goals TrackingSetup goals and tracking achievements.
Recurring InvoicesCreate recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.
Recurring ExpensesCreating recurring expenses. Set up a recurring expense and the expense will automatically be 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. Ability to auto convert the estimate to invoice after customer accept.
Personal todo itemsEvery staff member can have their own personal todo dashboard.
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.
SurveysCreate great surveys with one click. Send to staff, clients or manually created mail lists.
Knowledge BaseAdd knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.
Media LibraryUpload protected files to media library.
ResponsivePerfex is fully responsive. You can easely access your data from mobile.
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.
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