Admin Panel

Perfex CRM is self hosted 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. Managing customers is important and Perfex CRM helps in several ways: • Manage and invoice projects with the powerful Project Management Feature. • Link tasks to many Perfex CRM features and stay organized. • Build professional, great looking estimates and invoices. • Powerful support system with ability to auto import tickets. • Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff. • Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project. • 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. • Create good looking proposals for leads or customers and increase sales. • Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice. • Know more about your customers with powerful CRM. • Increase customer retention via built-in Surveys. • Use the Goals Tracking feature to keep sales goals in mind. • Create announcements for your staff members and customers. • Use Contracts feature to lock in current and future sales. • Custom fields can store extra information for customers, leads and more. • Receive payments from Paypal and Stripe in different currencies. • Tons of configurable options. • Style the CRM to your company branding with the powerful theme styling feature. • Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files. • Great looking calendar for each staff member based on staff permissions. • Follow ups, reports, notes, files and many more features. 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.

Projects:

Manage and invoice projects will the powerful Project Management Feature. Track time spent on tasks and bill your customers . Ability to assign multiple staff members on task and track timer per assigned staff.

Invoices

Build professional and great looking invoices. Attach files and send directly to you clients , including the invoice PDF. Ability to setup recurring invoices supports Instamojo , Stripe, Paypal, Payumoney , Mollie, Braintree, Authorize.net

Subscription

Bill your customers in more faster way via our awesome stripe subscriptions Features. Create subscription, send the subscription to your customer and let Perfex Crm and stripe do all the work behind the scenes.

Estimates

Create estimates within minutes. Send to your customers and wait for them to accept. Ability to auto convert the estimate to invoice after the customer accepts. Your customers can view and make actions on the estimate even without logging in.

Proposals

Create good looking proposals and impress your potential clients or customers. Include images, tables, item youtube videos, with the powerful editor. Proposal comments allowed for negotiation.

Expenses

Creating 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 . Ability to set expenses billable to customers or specific projects.

Payments

Record and Receive payments in different currencies. Auto generated PDF sent to customer. Ability to add partial payments to invoices is available.

Lead Management

Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes , create proposals , attach files. Organize your leads in stages and change easily with drag and drops.

Web to Lead Forms

Prefex Crm web to lead feature allows you to build a web form based on leads fields and custom fields to place it on your website, landing pages etc as an iframe. The visitors can then enter their names, email addresses, upload attachments and other basic information , to create a lead directly in the CRM

Support System

Great support system that helps you track and resolve issues quickly with ability to auto open ticket from email , insert knowledge base link, add predefined replies.

Calendar

Have clear view of all your company events upcoming invoice payments , contract expiration, task finish date, reminders. You’ll never miss anything from the calendar.

Custom Fields

You can add custom fields on PDF for invoices, Payments, estimates or proposals, and many important features. Configure to fit your business. Ability to show in the customer portal or table

Tasks

Assign tasks to multiple staff members, add followers, attach files. Let your staff comment on tasks, upload files. Tasks can be related to mostly all important features.

Knowledge Base

Create Knowledge base articles and organize them in the groups. Help your customers and build trust.

Contracts

Use Contracts feature to lock In current and future sales. Easily create contract PDF and send the contract directly to customer email.

Reports

Generate reports and have clear view of everything. Keep track of income vs. expenses and leads conversions. Knowledge base report included.

Goals Tracking

Use the Goals tracking feature to keep sales goals in mind. Ability to notify staff members about failure or success.

Personal Todo List

Each staff member has their own personal to do item board to increase productivity. Easily change todo status by the drag and drop.

Customers Area

The customers area is fully separated from the admin area. Each Customer has their own portal where they can keep track all financial data from your company.

Create Good Looking Proposals

Send proposals to leads or customers and wait for their feedback. Proposal can be accepted directly from any device

Send Estimates to Customers

Ability to create estimates and auto convert to invoice after accepting.

Adjust Menu Items

Easily drag and drop to adjust the menu items and remove unnecessary feauters.

Track Timers by Multiple Members

Perfex CRM track timers by multiple task assigns.

Easily Copy Tasks

Copy tasks in no time with all task data including assignees, followers checklist items, attachments.

Change Color Styles

It has never been easier to adjust the colors to your fit your brand . Even option for custom.css file allow which will be auto included in the system to make the styling perfect.

Time Sheet Reports:

Have a clear view of the time logged for each task, you can use filters to see total logged time by project and by staff member

Project Milestones

Create project milestones and organize your tasks for outstanding project workflow.

E-Signature

E-Signature option available for contracts, proposals and estimates. Let your customers easily sign those documents and make your life easier.