Perfex v2.7.0 – Powerful Open Source CRM

perfex crm download free

Perfex v2.7.0 is complete 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 v2.7.0 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 CodeCanyon helps in several ways:

  • Manage and invoice projects with the powerful Project Management Feature.
  • Link tasks to many Perfex CRM CodeCanyon 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 Perfex CRM CodeCanyon.
  • 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 Perfex CRM CodeCanyon 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 v2.7.0 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 v2.7.0 has many features designed to fit many applications. Read more about the features below and try the demo to see how Perfex CRM can help you succeed.

Download Perfex v2.7.0 – Powerful Open Source CRM

Changelog: Perfex CRM – Version 2.7.0 (August 17, 2020)

  • Added ability to specify tasks cron job automation hours.
  • Added ability to create a task while stopping the timer without a task.
  • Added {project_name} merge field in email templates for invoices, estimates, contracts, subscriptions, and tickets.
  • Added “Download All” lead attachments in .zip option.
  • Added task-related name and link on kan-ban and border based on the task priority.
  • Added ability on customers area contact to select language on the login page.
  • Billed tasks created from the client, won’t be editable in the customers area.
  • Added ability primary contact to create and edit other customer contacts in the customers area.
  • Changed: Draft invoice won’t have a number assigned until it’s sent to the customer.
  • Added new hotkey to toggle sidebar Shift+F.
  • Added “Save and send later” feature for estimates.
  • Removed the deprecated 2Checkout and Authorize AIM and SIM gateways.
  • Updated milestones kan-ban in customers area to have horizontal scroll instead of stacking the milestones columns.
  • Fully replaced the IMAP library for reading emails.
  • Fixed expenses detailed report not loading sometimes.
  • Fixed sometimes Gantt date update clears task dates.
  • Fixed hard-coded table name in Dashboard mode.
  • Fixed pre tags in task comments go outside the specific width.
  • Fixed non-admin users can change leads to statuses colors from kan-ban view.
  • Fixed customer subscribed to subscription email sent multiple times.

Updating to version 2.7.0

Minimum required PHP version is 7.2.5

Starting from Perfex CRM version 2.7.0, the minimum required version for PHP is 7.2.5.

Before proceeding with the update, it’s strongly recommended to update your PHP version to meet the minimum required version to avoid any issues after and during the update.

2Checkout Payment Gateway Removed

The deprecated 2Checkout payment gateway is removed, if you used this gateway, it’s strongly recommended to look for other gateways that are applicable for your requirements.

Authorize SIM and AIM Gateway Removed

Because already deprecated the Authorize SIM and AIM gateways, they are removed from Perfex CRM as well.

If you used those gateways, you should consider switching to the new and improved Authorize Accept.js Gateway.

Draft Invoice Number

There are slight changes in the draft invoice number, previously when you create a draft invoice, the next invoice number is actually taken, starting from version 2.7.0, the draft invoices won’t have a number assigned.

This feature will make sure that the next invoice number is not auto-incremented in the database when you create a draft invoice and there is no invoice number assigned to the actual draft invoice.

This feature helps the following scenario:

Create a draft invoice and save it as a draft, the invoice will have a number e.q. INV-0005, then create a new invoice and don’t save it as a draft, this new invoice will have a number INV-0006.

Assuming that you deleted the draft invoice INV-0005 because the customer changed his mind, now there is a missing invoice number 0005, in this case, this scenario is covered with this feature.

Customers Area Custom Themes

There is a new feature in the customers area, ability the primary contact to actually manage other customers contacts, if you are using your own custom theme, you won’t be able to see the feature, if you think that you will have benefit from this feature, try to switch to the default Perfex CRM theme or make your theme compatible for the latest changes.

NOTE: This feature is disabled by default, if you want to enable it, navigate to Setup->Settings->Customers and set “Allow primary contact to manage other customer contacts” to Yes.

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