Perfex v3.0.0 – Powerful Open Source CRM PHP Script

  PHP Script   Nov 5, 2022   0   181  Add to Reading List

Perfex v3.0.0 – Powerful Open Source CRM PHP Script Free Download. Perfex CRM is Complete Customer Relationship Management Software that is a Great fit for Almost any Company, Freelancer or Many oth

Perfex v3.0.0 – Powerful Open Source CRM PHP Script

Perfex CRM is a self-hosted Customer Relationship Management software designed to suit businesses of all types, including companies, freelancers, and other professionals. With its sleek, modern design, Perfex CRM enhances your professional image while optimizing business performance.

Key Features of Perfex CRM:

Customer and Project Management

  • Efficiently manage customers and improve relationships with an intuitive CRM.
  • Manage projects and generate invoices using the powerful Project Management tools.
  • Link tasks to various features within the CRM to stay organized and boost productivity.

Estimates, Invoices, and Payments

  • Create professional estimates and invoices to impress your clients.
  • Accept payments via PayPal and Stripe in multiple currencies for a seamless transaction experience.

Task and Time Tracking

  • Assign tasks to multiple team members, track time, and bill clients accurately.
  • Add followers to tasks, allowing non-project members to monitor progress without full project access.

Lead Management and Proposals

  • Organize and track leads in a centralized system.
  • Import leads from emails, add notes, and create proposals effortlessly.
  • Use a drag-and-drop interface to manage leads through different stages.
  • Generate attractive proposals to convert leads into loyal customers.

Expense Tracking

  • Record company and project expenses with the option to bill clients and automatically generate invoices.

Customer Insights and Retention

  • Leverage robust CRM tools to gain deep insights into your customers.
  • Retain customers using built-in surveys and feedback mechanisms.

Goal Setting and Performance Tracking

  • Set and track sales goals to align your team's efforts with business objectives.

Collaboration and Communication

  • Create announcements for staff and customers to streamline communication.
  • Use the Contracts feature to secure ongoing and future sales.

Customization and Branding

  • Add custom fields to store additional information for leads, customers, and projects.
  • Tailor the CRM to match your company’s branding using the powerful theme customization options.

File Management and Calendar

  • Manage uploads and files with a dedicated media folder for non-admin staff.
  • Utilize a visually appealing calendar for scheduling tasks and appointments based on permissions.

Additional Features

  • Auto-import support tickets for efficient customer service.
  • Detailed reports, notes, follow-ups, and many more configurable options.

Perfex CRM is designed to be a comprehensive tool for managing your business, improving customer relationships, and driving performance—all in a user-friendly, self-hosted platform.

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