Perfex – Powerful Open Source CRM

Perfex CRM This self-hosted Customer Relationship Management Software is perfect for almost all companies, freelancers, and many other uses. Its clean and modern design is a great fit for any company. Perfex CRM It can make your business look more professional and help improve your customer service.

It is important to manage customers. Perfex CRM It can be used in many ways:

• Use the Project Management Feature to manage and invoice projects.
• Link tasks to many Perfex CRM Stay organized and use the features.
• Create professional looking estimates and invoices.
• Powerful Support system with ability to auto-import tickets
• You can track time spent on tasks and bill customers. Ability to assign multiple staff members to a task and track the timer for each staff member.
• Even if the staff member is not a project member, you can add task followers. The staff member can track the task progress without having to access the project.
• You can easily track leads and follow their progress in one place. Ability to import leads from email, add notes and create proposals. Drag and drop is a great way to organize your leads and change stages quickly.
• Get more sales by creating attractive proposals for leads and customers.
• Keep track of your company/project expenses. You can bill your customers and convert to invoice.
• With powerful analytics, learn more about your customers CRM.
• Built-in surveys can help increase customer retention.
• To keep sales goals in your mind, use the Goals Tracking feature.
• Create announcements for your customers and staff.
• Use Contracts to lock in future and current sales.
• Customers, leads, and other information can be stored in custom fields.
• You can receive payments from Stripe and Paypal in different currencies.
• There are tons of options.
• Style the CRM You can easily create a theme for your company branding.
• Separated media folder for nonadmin staff members to use inside the CRM Organise and organize their uploads.
• A great looking calendar for each employee based on staff permissions.
• Follow ups, reports and notes, as well as files, are just a few of the many features available.

CRMs should be focused on customers. Perfex CRM This powerful support system allows you to track and resolve issues quickly through the integrated ticket system. It also includes customer reminders. Assign reminders to you, your staff, or multiple staff members. With one click, reminders are sent to email and via the in-app notification system. These features, and many more, can increase customer satisfaction.

Perfex CRM Many features have been designed to be compatible with many applications. Learn more about the features and then try the demo to see the difference. Perfex CRM can help you succeed.