Description

Introduction to Perfex CRM

Perfex CRM is a powerful self-hosted Customer Relationship Management software designed to cater to the diverse needs of companies, freelancers, and various other users. With its sleek and contemporary design, Perfex CRM not only enhances your professional image but also boosts business performance.

Key Features of Perfex CRM:

1. Project Management: Efficiently manage and invoice projects, link tasks, and stay organized.
2. Invoicing: Create professional estimates and invoices effortlessly.
3. Support System: Provide robust support with auto-import tickets and efficient ticket management.
4. Time Tracking: Track time spent on tasks and bill customers accurately.
5. Lead Management: Organize leads, auto-import from email, create proposals, and monitor progress.
6. Proposals and Contracts: Generate compelling proposals, lock in sales with contracts, and increase revenue.
7. CRM Insights: Gain valuable insights into customer data and enhance customer retention with surveys.
8. Goals Tracking: Set and track sales goals effectively.
9. Customization: Customize fields, style the CRM to match your branding, and configure options to suit your needs.
10. Payment Integration: Accept payments in multiple currencies via PayPal, Stripe, and other gateways.
11. Customer Portal: Provide customers with a dedicated portal to access financial data and interact with your company.

Perfex CRM prioritizes customer satisfaction with its robust support system, integrated ticketing system, and customizable reminders. With features like follow-ups, reports, and notes, Perfex CRM elevates customer service to new heights.

From customer management to invoicing and project tracking, Perfex CRM offers a comprehensive solution to streamline business operations and drive success. Explore the full range of features and experience the power of Perfex CRM with our demo today!