Comprehensive business manager. Looking to make the administration of your business easier, Perfex was developed over six years ago with over 12,000 copies sold with 5/5 star reviews. It’s open source design has enticed many developers to create great additional options. Over 105+ have been developed to offer many additional features from it’s elegant user interface. We’ve been using using Perfex to run our business for 2.5 years. Easy to learn and use with automatic Perfex updates and daily backups.
Some ways Perfex can help you..
♦ Manage projects and create invoices with the Project Manager feature.
♦ Tasks linked to many Perfex CRM features help you stay organized.
♦ Create a professional impression with good looking invoices and estimates.
♦ Capable customer support system that can 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. Read more about the features and try the demo to see how Perfex CRM can help you succeed