Perfex - Powerful Open Source CRM

Perfex CRM is aforesaid hosted Customer Relationship Management package that is simply a awesome fresh for almost immoderate company, freelancer aliases galore different uses. With its cleanable and modern design, Perfex CRM tin thief you look much master to your customers and thief amended business capacity astatine the aforesaid time.

Managing customers is important and Perfex CRM helps successful respective ways:

• Manage and invoice projects pinch the powerful Project Management Feature.
• Link tasks to galore Perfex CRM features and enactment organized.
• Build professional, awesome looking estimates and invoices.
• Powerful support strategy pinch expertise to car import tickets.
• Track clip spent connected tasks and measure your customers. Ability to delegate aggregate unit members connected task and way timer per assigned staff.
• Add task followers moreover if the unit is not task member. The unit personnel will beryllium capable to way the task advancement without accessing the project.
• Keep way of leads successful 1 spot and easy travel their progress. Ability to car import leads from email, adhd notes, create proposals. Organize your leads successful stages and alteration stages easy pinch resistance and drop.
• Create bully looking proposals for leads aliases customers and summation sales.
• Records your company/project expenses and person the expertise to measure to your customers and car person to invoice.
• Know much astir your customers pinch powerful CRM.
• Increase customer retention via built-in Surveys.
• Use the Goals Tracking characteristic to support income goals successful mind.
• Create announcements for your unit members and customers.
• Use Contracts characteristic to fastener successful existent and early sales.
• Custom fields tin shop other accusation for customers, leads and more.
• Receive payments from Paypal and Stripe successful different currencies.
• Tons of configurable options.
• Style the CRM to your institution branding pinch the powerful taxable styling feature.
• Separated media files for non-admin unit members to activity wrong the CRM and shape their uploads and files.
• Great looking almanac for each unit personnel based connected unit permissions.
• Follow ups, reports, notes, files and galore much features.