Download latest Perfex Extended License + All Add-On
Powerful Open Source CRM
Perfex CRM 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 CRM 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 helps in several ways:
- Manage and invoice projects with the powerful Project Management Feature.
- Link tasks to many Perfex CRM 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 CRM.
- 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 CRM 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 CRM 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 CRM 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.
Account Planning module for Perfex CRM v1.0 Weboox Convert - Perfex CRM to app Android v6.0 REST API for Perfex CRM v1.0.0 Perfex CRM Chat v1.4 Call Log module for Perfex CRM v1.0 GoCardless Payment Gateway for Perfex CRM v1.0.0 Facebook Leads integration module for Perfex CRM v1.0.0c Assets Management module for Perfex CRM v1.0a Appointly - Perfex CRM Appointments v1.1.4 Mailbox - Webmail client for Perfex CRM v1.0h Weboox PRO theme for Perfex CRM v1.3 Human Resources Management - HR module for Perfex CRM v1.0d Mercado Pago Payment Gateway for Perfex CRM v1.1 Drag and Drop Perfex CRM Email Builder v2.0.1 Perfex Shop - Sell your Products with Inventory Management (E-commerce module) v1.0d WordFex - Syncronize WordPress with Perfex v1.0 Mercado Pago Payment Gateway for Perfex CRM v1.1 Perfex CRM - Flat theme v1.6 Perfex CRM and TelegramBot Chat Module v1.0.0 Perfex CRM - Customer Feedback Module v1.0 Inventory Management for Perfex CRM v1.0 Purchase Management for Perfex CRM v1.0 Recruitment Management for Perfex CRM v1.0 WooCommerce Module for Perfex CRMv2.2.0c Omni Channel Sales for Perfex CRM v1.0.0