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Perfex - Powerful Open Source CRM

Thursday, Feb 16, 2017

IN - Plugins | Tags - PHP Plugin CRM Plugin

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.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 - Powerful Open Source CRM



Some Of The Most Important Features Of Perfex Plugin:-

Customers
Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. Customers area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view. Set customer reminders Never forget anything about your customers.


Invoices
Perfex allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoice with different tax based on item.


Recurring Invoices
Create recurring invoices that will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months


Recurring Expenses
Creating recurring expenses. Set up a recurring expense and the expense will automatically be created after the specified period. The period time could be days, weeks, months or years


Estimates
Create estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept.


Proposals
Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto sent thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available.


Online Payments
Receive payments from Paypal and Stripe in different currencies.


Projects
Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.


Contracts
You can add new contracts based on your clients. Adding contracts is very simple, you can set start date and end date and have clear view of all your company contracts in one place. You wont need anymore to search in your desk documents. Create PDF contracts and send to your customers from Perfex CRM. Contract overdue reminders available.


Staff Reminders
Setup staff reminders for staff member with ability to notify by email and built-in. Reminders are available for important features.



More Key Features Of Perfex Plugin:-

  • Milestones
  • Leads
  • Tickets
  • Departments
  • Custom Fields
  • Theme Styling without coding
  • Events
  • Easily re-organize admin menu
  • Email Templates
  • Staff Roles & Permissions
  • Goals Tracking
  • Personal todo items
  • Staff
  • Company Newsfeed
  • Staff Tasks
  • Recurring Tasks
  • Surveys
  • Reports
  • Knowledge Base
  • Media Library
  • Auto Backup Database


Customer Reviews :-

"First of all a unique and very well-structured script. Every organization has its own DNA, whereby it's important to have the opportunity customize. The support from Perfex is simply brilliant. Tickets are handled very professional. Thumbs up !"

"Impressive! Well structured code, complete documentation, feature rich."

"We use every aspect of Perfex CRM, from the sales funnel to running agile Projects and re-occurring invoices and much more. You will not find a more complete CRM system that provides this functionality for the price."

"Hands down this is the best Customizable CRM platform I have tried. Code is solid and clean, support is awesome, and the product is updated and improved frequently.Great job devs!"

"Great CRM really powerful and most of all very flexible one. Also I'm extremely pleased with fast and helping customer support. Big recommendation for all."

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