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Customer Relationship Management (CRM)

Home Customer Relationship Management (CRM)

Our Customer Relationship Management (CRM) software 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.

Managing customers is important and our CRM helps in several ways:

  • Manage and invoice projects with the powerful Project Management Feature
  • Link tasks to many CRM features and stay organized.
  • Build professional, great looking estimates and invoices.
  • Powerful support system with ability to auto import tickets.
  • Track time spent on tasks and bill your customers.
  • Track time spent on tasks and bill your customers.
  • Ability to assign multiple staff members on task and track timer per assigned staff.
  • Add task followers even if the staff is not project member.
  • The staff member will be able to track the task progress without accessing the project.
  • Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals
  • Organize your leads in stages and change stages easily with drag and drop.
  • Create good looking proposals for leads or customers and increase sales.
  • Records your company/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 goals in mind.
  • Create announcements for your staff members and customers.
  • Use Contracts feature to lock in current and future sales.
  • Custom fields can store extra information for customers, leads and more.
  • Receive payments from Paypal and Stripe in different currencies.
  • Style the CRM to your company branding with the powerful theme styling feature.
  • Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files
  • Great looking calendar for each staff member based on staff permissions.

CRMs need to focus on customers and our 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.

Demo Credentials:

Email Address: test@gmail.com
Password: Makos*005

Try Demo

E-signature option is available for Contracts, Proposal and estimates. Let your customers easily sign those documents and make your own life easier.

Customers

Project Overview

Invoices

Leads Overview

Customer Registration

Expense Records

Payment Gateway Setup

Dashboard

Task Overview

Contract Creation

Invoice Scheduling

Form to get leads from Web

Customer Statement

Customer invoice Details