Perfex CRM v2.7.0 (+ ADDONS) – client and project management system


Perfex CRM v2.7.0 (+ ADDONS) – client and project management system

Perfex CRM v2.7.0 (+ ADDONS) –  Perfex CRM is self-hosted Customer Relationship Management software that is a perfect 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 increase your business performance at the same time.

Managing customers is important and Perfex CRM helps in several ways:

  • Manage and bill projects with the powerful Project Management Feature.
  • Link tasks to many Perfex CRM features and stay organized.
  • Create professional, great looking estimates and invoices.
  • Powerful support system that can automatically import tickets.
  • Track time spent on tasks and bill your customers. Ability to assign multiple staff members to the task and monitor the timer per assigned staff member.
  • Add task trackers even if the staff member is not a project member. Staff will be able to follow the progress of the task without accessing the project.
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  • Track potential customers in one place and easily track their progress. Ability to automatically import leads from email, add notes, create offers. Organize your leads into stages and change stages easily with drag and drop.
  • Create good looking offers for prospective sales or customers and increase sales.
  • It records your company / project expenses and has the ability to bill your customers and convert them into invoices automatically.
  • Learn more about your customers with powerful CRM.
  • Increase customer retention through built-in Surveys.
  • Use Goal Tracking feature to keep sales targets in mind.
  • Create announcements for your staff members and customers.
  • Use the Contracts feature to lock in current and future sales.
  • It can store additional information for custom fields, customers, leads, and more.
  • Get paid from Paypal and Stripe in different currencies.
  • Tons of configurable options.
  • Shape CRM according to your company brand with its powerful theme shaping feature.


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