Perfex Powerful Open Source CRM

Version: 3.1.6

Last Update: May 29, 2024

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Perfex Powerful Open Source CRM

Perfex CRM is an exceptional self-hosted Customer Relationship Management software designed to cater to various business needs. Its clean and modern interface not only enhances professionalism but also amplifies business performance. Here’s an overview of its prominent features:

Customer Management:

Project Management: Manage and invoice projects efficiently.
Task Linking: Associate tasks across CRM features for better organization.
Estimates and Invoices: Create professional estimates and invoices.
Support System: Robust support system with ticket auto-import feature.
Time Tracking: Track time on tasks, assign multiple staff, and bill customers accordingly.

Lead Management:

Lead Tracking: Keep track of leads, auto-import from email, add notes, and create proposals.
Lead Organization: Organize leads in stages and manage progress via drag and drop.

Sales Enhancement:

Proposals Creation: Develop attractive proposals for leads or customers.
Expense Tracking: Record company/project expenses, bill customers, and auto-convert to invoices.
Customer Insight: Gain detailed insights into customer data through the CRM.

Retention and Growth:

Surveys: Increase customer retention using built-in surveys.
Goals Tracking: Keep track of sales goals.
Announcements: Communicate with staff members and customers using announcements.
Contracts Management: Lock in current and future sales using contracts.

Customization and Payments:

Custom Fields: Store additional information for customers, leads, etc.
Payment Handling: Receive payments via Paypal and Stripe in different currencies.
Configurability: Offers a wide range of configurable options.
Theme Styling: Customize the CRM’s appearance to match company branding.

Additional Features:

Separated Media Folder: Non-admin staff can organize their uploads and files.
Staff Calendar: Each staff member has a visually appealing calendar based on their permissions.
Follow-ups, Reports, Notes: Comprehensive tools for managing follow-ups, generating reports, taking notes, and more.

Perfex CRM provides a robust and versatile platform, offering an extensive array of features to streamline customer management, project handling, sales enhancement, and more. Its flexibility, coupled with a user-friendly interface, makes it suitable for a wide range of businesses and freelancers.

$3.99