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.
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.
Please view our support tab for important notes and considerations
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.
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.
Activity LogTrack all staff activity. Adding new items, creating, deleting.
FlexibilityPerfex 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.