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Strong Open Source CRM: Perfex

28 Aug , 2222 MSU Rubel

Self-hosted customer relationship management tool Perfex CRM is a wonderful fit for virtually any business, freelancer, or a variety of other uses. Perfex CRM's sleek and contemporary style can both make you appear more professional to clients and enhance business efficiency.

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Customer management is crucial, and Perfex CRM assists in a number of ways.

Utilize the effective project management feature to manage and bill projects.
Stay organised by linking tasks to various Perfex CRM capabilities.
Create professional estimates and invoices that look fantastic.
powerful customer service system with automatic ticket import.
Keep track of the time spent on projects and charge your clients. the ability to task-assign several employees and keep track of timers for each employee.
Even if the staff member is not a project member, add task followers. Without having access to the project, the staff member will be able to monitor the task's progress.
Leads may be tracked centrally, making it simple to watch their development. Ability to add notes, create proposals, and automatically import leads from email. Easily switch between phases by organising your leads in stages.
Increase sales by producing attractive proposals for leads or consumers.
Keep track of your business or project spending, and have the option to bill clients and automatically convert to invoices.
With a strong CRM, you can learn more about your customers.
Utilizing built-in surveys, increase client retention.
To keep your sales targets in mind, use the Goals Tracking tool.
Make announcements to your customers and team.
To lock in existing and future sales, use the Contracts tool.
Additional data for customers, leads, and other entities can be stored in custom fields.
Obtain payments in various currencies through Stripe and Paypal.
numerous possibilities for configuration.
Using the robust theme design option, customise the CRM to match your brand's aesthetic.
Non-admin staff members can operate inside the CRM and manage their uploads and files in a separate media folder.
Beautiful calendars based on staff permissions for each employee.
Additional functions include files, notes, reports, and follow-ups.

Customers must be the centre of attention for CRMs, and Perfex CRM achieves this with a strong support system that aids in tracking and rapidly resolving concerns with an integrated ticket system and customer reminders. Assign reminders to yourself, a single employee or a large group of employees. Reminders can be delivered to email and the in-app notification system with a single click. These attributes and others can boost consumer satisfaction to new heights.

Numerous features in Perfex CRM were created to accommodate a variety of applications. Discover more about the features of Perfex CRM by reading the sections below and using the demo.

Please view our support tab for important notes and considerations

Customers

Easily 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.

Invoices

Perfex 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 Invoices

Create 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 Expenses

Creating 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

Estimates

Create 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.

Proposals

Create 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 Payments

Receive 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.

Projects

Manage 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.

Milestones

Create milestones for projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones.

Leads

Leads 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 Forms

Create 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.

Contracts

You 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.

Tickets

Great 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.

Departments

Assign your staff to specific departments and ability to auto import tickets by department email.

Custom Fields

Custom fields can store extra information for customers, leads, tickets, invoices, comapany, estimates and more.

Staff Reminders

Setup staff reminders for staff member with ability to notify by email and built-in. Reminders are available for important features.

Theme Styling without coding

Style 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.

Events

Create private or public events. Receive notification when an event is coming built-in and email.

Easily re-organize admin menu

You 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 Templates

Setup predefined email templates from text editor. Merge fields available and multi language options available.

Staff Roles & Permissions

You can give staff a specific permissions what can do or can’t do. Role permissions can be overided for each staff.

Goals Tracking

Setup goals and tracking achievements. Use the Goals Tracking feature to keep sales goals in mind.

Personal Todo

Every staff member can have their own personal todo dashboard which will allow your staff member to easily organize the their work.

Staff

Manage all your staff members from one place.

Company Newsfeed

Share great company events, upload documents, easy employees communications.

Staff Tasks

Assign task to multiple employees, add task followers, task comments allowed, task attachments. Link tasks to many Perfex CRM features and stay organized.

Recurring Tasks

Create tasks that will be auto created for a given period.

Surveys

Create surveys with one click. Send to staff, leads, clients or manually created mail lists. Increase customer retention via built-in Surveys.

Reports

Reports
Sales
Expenses Report
Reports by customer
Custom date picker
Leads Conversions
Knowledge base articles (Track if your article is usefull to clients, improve text based on votes)

Knowledge Base

Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.

Media Library

Upload files in media library. Each staff member that is not admin have their own folder for uploading files.

Auto Backup Database

Setup auto backup database each X days to prevent losing your important data.

Sensitive data is encrypted

Perfex CRM encrypts all sensitive data in the database with unique encryption key. Encryption performed on email passwords, api keys, api passwords etc..

Server Side Datatables

Perfex CRM is using serverside datatables to perfectly handle large databases.

Responsive

Perfex is fully responsive. You can easily access your data from mobile or tablet.

Google reCaptcha

Google reCaptcha available for admin login, customer login and customer register area.

Action Hooks

To 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.

Activity Log

Track all staff activity. Adding new items, creating, deleting.

Flexibility

Perfex CRM is really flexible, we have included options that will make Perfex CRM to fit for your company requirements. Hundreds options included, overwriting language text, for more advanced users custom CSS file to change any styles you want, edit VIEW/HTML files without need to worry when performing upgrade and even action hooks.

Third Party Modules

Perfex CRM Employee Chat
Appointly – Perfex CRM Appointments
Perfex CRM Light Theme
Perfex CRM Dark Theme
Paystack Payment Gateway for Perfex CRM
Drag and Drop Perfex CRM Email Builder
REST API for Perfex CRM
SendinBlue SMS notification Module for Perfex CRM
Click here to check the full modules collection

Requirements

PHP >= 7.2.5 (>= 7.4 recommended)
MySQL 5.1+
mod_rewrite Apache
MySQLi PHP Extension
PDO PHP Extension
cURL PHP Extension
OpenSSL PHP Extension
MBString PHP Extension
iconv PHP Extension
IMAP PHP Extension – not recomended godaddy as email provider
GD PHP Extension
Zip PHP Extension
allow_url_fopen enabled
Download this file to check required extensions directly in your server.

Demo Information
Admin:
http://www.perfexcrm.com/demo/admin/
Email: admin@test.com
Password: 123123

Staff 1:
http://www.perfexcrm.com/demo/admin/
Email: staff1@test.com
Password: 123123

Client: http://www.perfexcrm.com/demo/
Email: client@test.com
Password: 123123

My Articles

Strong Open Source CRM: Perfex

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