![]() ![]() Customers area is fully separated from the admin area. Please view our support tab for important notes and considerationsĮasily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. ![]() If you want to contribute translation please send us at Considering purchasing Perfex CRM? Read more about the features below and try the demo to see how Perfex CRM can help you succeed. Perfex CRM has many features designed to fit many applications. These features and more can take customer satisfaction to the next level. Assign reminders to yourself, one or many staff members and with one click, reminders can be sent to email and in-app notification system. Follow ups, reports, notes, files and many more features.ĬRMs 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.Great looking calendar for each staff member based on staff permissions.Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.Style the CRM to your company branding with the powerful theme styling feature.Receive payments from Paypal and Stripe in different currencies.Custom fields can store extra information for customers, leads and more.Use Contracts feature to lock in current and future sales.Create announcements for your staff members and customers.Use the Goals Tracking feature to keep sales goals in mind.Increase customer retention via built-in Surveys.Know more about your customers with powerful CRM.Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.Create good looking proposals for leads or customers and increase sales.Organize your leads in stages and change stages easily with drag and drop. Ability to auto import leads from email, add notes, create proposals. Keep track of leads in one place and easily follow their progress.The staff member will be able to track the task progress without accessing the project. Add task followers even if the staff is not project member.Ability to assign multiple staff members on task and track timer per assigned staff. Track time spent on tasks and bill your customers.Powerful support system with ability to auto import tickets.Build professional, great looking estimates and invoices.Link tasks to many Perfex CRM features and stay organized.Manage and invoice projects with the powerful Project Management Feature.Managing customers is important and Perfex CRM helps in several ways: 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. Perfex CRM is self hosted Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. ![]()
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