Perfex – Powerful Open Source CRM Download: Perfex CRM is a fulfilled Customer Relationship Management software which is a great fit for almost any company, freelancer or many other uses.
Perfex CRM Download
Perfex CRM Features:
- Manage and invoice your projects with the powerful Project Management Feature.
- Link tasks to various Perfex CRM features and stay organized.
- Build professional, great looking estimates and invoices.
- Powerful support system with the ability to auto-import tickets.
- Track time to spend on tasks and bill your customers. Ability to assign multiple staff users on task and track timer per assigned staff.
- Add the task to the followers. The staff member will be able to track their task.
- Keep track of leads in one place. Ability to auto import such as leads from email, add notes, create proposals. Organize your leads in stages. you can change stages easily with drag and drop.
- Create good looking proposals to leads or customers and increase sales.
- Records your project expenses and have the ability to bill to your customers and auto convert to invoice.
- Know more about your customers with powerful CRM.
- Increase customer retention via built-in Surveys.
- Use the Goals Tracking feature to keep sales and goals.
- Create announcements for your staff members and customers.
- Use Contracts feature to lock current and also future sales.
- Custom fields can be store extra information for customers, leads and more.
- Receive payments from Paypal and Stripe in various currencies.
- Tons of configurable options.
- Style the CRM to your company branding with the powerful styling theme.
- Follow-ups, reports, notes, files, and many more features.
Perfex CRM has many features with the best designed to fit many applications. Try the demo to see how Perfect CRM can help you succeed.