Perfex v2.4.3 – Powerful Open Source CRM – Customer and Project Management System

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Perfex CRM is a Full Buyer Relationship Administration software program program which may be a pleasant match for nearly any firm, freelancer, or many various makes use of. With its clear and trendy design, Perfex CRM can help you to look further expert to your shoppers and help in enhancing enterprise effectivity on the same time.

Managing shoppers is important, and Perfex CRM helps in a lot of strategies:
  • Deal with and invoice initiatives with the extremely efficient Endeavor Administration Perform.
  • Hyperlink duties to many Perfex CRM choices and maintain organized.
  • Assemble expert, good attempting estimates and invoices.
  • Extremely efficient help system with the potential to auto-import tickets.
  • Monitor time spent on taks and bill your shoppers. Ability to assign a lot of workers members on job and monitor timer per assigned workers.
  • Add job followers even when the workers simply aren’t mission members. The workers member may have the flexibility to observe the responsibility progress with out accessing the mission.
  • Maintain monitor of leads in a single place and easily observe their progress. Ability to auto import leads from piece of email, add notes, create proposals. Handle your leads in ranges and alter ranges merely with drag and drop.
  • Create good attempting proposals for leads or shoppers and improve product sales.
  • Report your group/mission payments and have the flexibleness to bill your shoppers and auto-convert to the invoice.
  • Know extra about your shoppers with extremely efficient CRM.
  • Improve purchaser retention by built-in Surveys.
  • Use the Objectives Monitoring operate to keep up product sales goals in ideas.
  • Create bulletins to your worker’s members and shoppers.
  • Use Contracts function to lock within the current and future product sales.
  • Personalized fields can comprise further retailer information for purchasers, leads, and additional.
  • Receive funds from Paypal and Stripe in a number of currencies.
  • Tons of configurable selections.
  • Sort the CRM to your group branding with the extremely efficient theme styling operate.
  • Separated media recordsdata for non-admin workers members to work contained within the CRM and arrange their uploads and data information.
  • Good attempting calendar for each worker member based on worker permissions.
  • Observe ups, experiences, notes, data information, and many further choices.

CRMs have to present consideration to shoppers, and Perfex CRM does that with a powerful help system that helps you monitor and resolve factors shortly by the built-in ticket system and purchaser reminders. Assign reminders to your self, one or many workers members, and with one click on on, reminders is perhaps despatched to piece of email and in-app notification system. These choices and additional can take purchaser satisfaction to the next diploma.

Perfex CRM has many choices designed to swimsuit many functions.

Download Perfex CRM v2.4.3 – Customers Relationship & Project Management

Changelog: Perfex CRM – Version 2.4.3 – February 12, 2020

  • In the admin area, for the WYSIWYG editor, the content will be purified for additional security before inserting in database.
  • Fixed an issue where {period} merge field for recurring invoices not working properly on specific date formats.
  • Fixed an issue when in some cases when the imported ticket message contains emojis, the rest of the message text is removed.

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