Hi there, 

Perfex CRM is self hosted 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 CRM can help you look more professional to your customers and help improve business performance at the same time. 

Features:

Customers 

Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. Customers area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view. 

Invoices 

Perfex allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoice with different tax based on item.

 Recurring Invoices 

Create recurring invoices that will be re-created automatically without you lifting a finger, based on the specified period for the recurring invoice. The period time could be days, weeks, months or years. 

Recurring Expenses 

Creating recurring expenses. Set up a recurring expense and the expense will automatically be re-created after the specified period. The period time could be days, weeks, months or years

 Estimates 

Create estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept. 

Proposals 

Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto send thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available. 

Online Payments 

Receive payments from Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money and Braintree, we have implemented payment gateways that are available in most of the countries. 

Projects 

Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member. 

Milestones 

Create milestones for projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones. 

Leads 

Leads or potential clients are really important part to any company. Every company trying everyday to get new leads. Very offen happend some potential client to call and ask for specific service that you company serve and then sometimes this is forgotten. With Perfex CRM you will never forget your potential clients and you will be able to manage all of them in one place. 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. Ability to auto import leads from emails and web to lead forms, import leads from .CSV file included. 

Web to Lead Forms 

Create unlimited web to lead forms and inject in your landing page or website. This feature allows you to import leads into Perfex CRM from form. Use web to lead forms to gather potential clients information, allow them to request quotes directly from your website. 

Contracts 

You can add new contracts based on your clients. Adding contracts is very simple, you can set start date and end date and have clear view of all your company contracts in one place. You wont need anymore to search in your desk documents. Create PDF contracts and send to your customers from Perfex CRM. Contract overdue reminders available.

Tickets 

Great support ticket system with autoresponse, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses. Feature for auto importing tickets via Email Forwarder/IMAP method included. Let your customer reply and create new tickets via email, without accesing the client portal. 

Departments 

Assign your staff to specific departments and ability to auto import tickets by department email. 

Custom Fields 

Custom fields can store extra information for customers, leads, tickets, invoices, comapany, estimates and more.

Staff Reminders 

Setup staff reminders for staff member with ability to notify by email and built-in. Reminders are available for important features. 

Theme Styling without coding 

Style the CRM to your company branding with the powerful theme styling feature. To fit best for your needs create custom.css and add your own styles. 

Events 

Create private or public events. Receive notification when an event is coming built-in and email. 

Easily re-organize admin menu 

You can re-organize admin main menu and the setup menu from in few seconds, you need only to login in your admin area. No coding is required. Add/Remove icons to fit for your needs. 

Email Templates 

Setup predefined email templates from text editor. Merge fields available and multi language options available. 

Staff Roles & Permissions 

You can give staff a specific permissions what can do or can’t do. Role permissions can be overided for each staff. 

Goals Tracking 

Setup goals and tracking achievements. Use the Goals Tracking feature to keep sales goals in mind. 

Personal Todo 

Every staff member can have their own personal todo dashboard which will allow your staff member to easily organize the their work.

Staff 

Manage all your staff members from one place. 

Company Newsfeed 

Share great company events, upload documents, easy employees communications. 

Staff Tasks 

Assign task to multiple employees, add task followers, task comments allowed, task attachments. Link tasks to many Perfex CRM features and stay organized.

Recurring Tasks 

Create tasks that will be auto created for a given period. Surveys Create surveys with one click. Send to staff, leads, clients or manually created mail lists. Increase customer retention via built-in Surveys. 

Reports 

Reports 

Sales 

Expenses Report 

Reports by customer 

Custom date picker 

Leads Conversions 

Knowledge base articles (Track if your article is usefull to clients, improve text based on votes) 

Knowledge Base 

Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area. 

Media Library

Upload files in media library. Each staff member that is not admin have their own folder for uploading files. 

Auto Backup Database 

Setup auto backup database each X days to prevent losing your important data. 

Sensitive data is encrypted 

Perfex CRM encrypts all sensitive data in the database with unique encryption key. Encryption performed on email passwords, api keys, api passwords etc.. 

Server Side Datatables 

Perfex CRM is using serverside datatables to perfectly handle large databases. 

Responsive 

Perfex is fully responsive. You can easily access your data from mobile or tablet. 

Google reCaptcha 

Google reCaptcha available for admin login, customer login and customer register area. 

Action Hooks 

To prevent editing the core files we created action hooks for some important functionalities. Send us an email if you want we to include another action hook based on your needs. 

Activity Log

Track all staff activity. Adding new items, creating, deleting. 

Flexibility 

Perfex CRM is really flexible, we have included options that will make Perfex CRM to fit for your company requirements. Hundreds options included, overwriting language text, for more advanced users custom CSS file to change any styles you want, edit VIEW/HTML files without need to worry when performing upgrade and even action hooks. 

If you want to know more about this service or want to start now, please don't hesitate to contact us. 

Thanks