Perfex CRM is a self-hosted CRM platform designed to streamline customer management for businesses, freelancers, and more. With its modern design and powerful features, Perfex CRM enhances professionalism, optimizes performance, and strengthens customer relationships.

Why Choose Perfex CRM?

Perfex CRM offers a host of tools tailored to manage customers effectively:

Project Management:

• Manage and invoice projects effortlessly.
• Stay organized by linking tasks to other Perfex CRM features.

Professional Invoices & Estimates:

• Create polished, professional-looking invoices and estimates with ease.

Efficient Support System:

• Auto-import tickets to streamline support requests.
• Resolve issues swiftly via a centralized ticketing system.

Task & Time Management:

• Track time spent on tasks and bill customers accurately.
• Assign multiple staff to tasks and track their individual contributions.

Lead Management:

• Consolidate leads in one place and monitor their progress with ease.
• Import leads via email, add notes, and organize them with drag-and-drop stages.

Proposal Builder:

• Design compelling proposals to increase sales conversions.

Expense Tracking:

• Record project expenses and seamlessly convert them into customer invoices.

Key Features at a Glance

Customer Relationship Management

• Powerful tools to deepen customer insights and improve retention through surveys and feedback.

Goal Tracking & Performance Metrics

• Keep sales targets top-of-mind with built-in tracking features.

Customizable Solutions:

• Add custom fields to store specific information.
• Apply branding to match your company identity with the theme styling feature.

Multi-Currency Payments:

• Accept payments via PayPal and Stripe in multiple currencies.

Staff Collaboration Tools:

• Assign tasks, share files, and maintain a separate media folder for non-admin staff.
• Use the calendar to manage schedules effectively.

Reporting & Analytics:

• Access comprehensive reports on leads, sales, and tasks for informed decision-making.

Enhance Productivity with Perfex CRM

• Set reminders for customers and staff to follow up on tasks and issues.
• Notify via email or in-app with a single click to ensure no opportunity is missed.
• Utilize contract management to lock in ongoing and future sales with ease.

Why Perfex CRM Stands Out?

• Built-in surveys to gauge customer satisfaction.
• Extensive integration options, including payment gateways and goal-setting tools.
• Responsive design optimized for any device, ensuring seamless usage across platforms.

Summary
Perfex CRM is a modern, self-hosted CRM software that combines advanced features with ease of use to help businesses manage customer relationships, optimize sales, and improve productivity. From project management to custom branding, Perfex CRM offers unmatched versatility for every user.