Perfex – Powerful Open Source CRM – Customer and Project Management System

perfex crm nulled

Perfex CRM is a Complete Customer Relationship Administration software program that may be a nice match for almost any company, freelancer, or many different makes use of. With its clean and fashionable design, Perfex CRM can assist you to look extra skilled to your clients and assist in enhancing enterprise efficiency on the similar time.

Managing clients is vital, and Perfex CRM helps in a number of methods:
  • Handle and bill initiatives with the highly effective Undertaking Administration Function.
  • Hyperlink tasks to many Perfex CRM options and keep organized.
  • Construct skilled, nice trying estimates and invoices.
  • Highly effective assist system with the capability to auto-import tickets.
  • Monitor time spent on taks and invoice your clients. Skill to assign a number of employees members on job and monitor timer per assigned employees.
  • Add job followers even when the employees just aren’t mission members. The staff member will have the ability to monitor the duty progress without accessing the mission.
  • Hold monitor of leads in a single place and simply observe their progress. Skill to auto import leads from electronic mail, add notes, create proposals. Manage your leads in levels and alter levels simply with drag and drop.
  • Create good trying proposals for leads or clients and increase gross sales.
  • Record your organization/mission bills and have the flexibility to invoice your clients and auto-convert to the bill.
  • Know more about your clients with highly effective CRM.
  • Enhance buyer retention through built-in Surveys.
  • Use the Goals Monitoring function to maintain gross sales objectives in thoughts.
  • Create bulletins to your employee’s members and clients.
  • Use Contracts feature to lock in the present and future gross sales.
  • Customized fields can contain additional retailer data for purchasers, leads, and extra.
  • Obtain funds from Paypal and Stripe in several currencies.
  • Tons of configurable choices.
  • Type the CRM to your organization branding with the highly effective theme styling function.
  • Separated media files for non-admin staff members to work contained in the CRM and set up their uploads and records data.
  • Nice trying calendar for every employee member primarily based on employee permissions.
  • Observe ups, experiences, notes, records data, and lots of extra options.

CRMs have to give attention to clients, and Perfex CRM does that with a strong assist system that helps you monitor and resolve points shortly through the built-in ticket system and buyer reminders. Assign reminders to your self, one or many employees members, and with one click on, reminders might be despatched to electronic mail and in-app notification system. These options and extra can take buyer satisfaction to the following degree.

Perfex CRM has many options designed to suit many purposes.

Changelog: Perfex CRM – Version 2.4.2 –  February 10, 2020
  • Added public ticket URL.
  • Updated: Items in PDF will show the headings on the next page too (if any).
  • Changed: Moved GDPR menu in customers area under the profile dropdown.
  • Changed: After project is created, only staff with permissions for projects EDIT will be able to create/remove project members.
  • Security improvements.
  • Fixed invoices bulk PDF export not working properly.
  • Fixed {period} merge field for recurring invoices not showing on PDF.
  • Fixed dashboard widgets weekly payments sometimes are not correct.
  • Fixed project file discussion editor height not correct.
  • Fixed count error on php 7.4 when viewing estimates overview.

Leave a Reply