FEATURES AND BENEFITS
Explore the awesome Perfex CRM features that will help you get your business to the next level.
PROJECT MANAGEMENT TOOL
Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.
ONE CLICK INVOICE CREATION
Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who 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.
CREATE ESTIMATES
CREATE GOOD LOOKING PROPOSALS
Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor. Proposals comments allowed for further discussion with the customer.
LEADS MANAGEMENT
With the simple Kan Ban you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.
RECORD EXPENSES
RECORD PAYMENTS
Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment.
AWESOME SUPPORT SYSTEM
Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.
KNOWLEDGE BASE FOR CUSTOMERS AND STAFF MEMBERS
BUILT IN STAFF TASKS
Assign task to multiple employees, add task followers, task comments allowed, task attachments.
MANAGE CONTRACTS
Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via buil-in sending contracts feature. Ability to send customer reminders before contracts expiry.
SEND SURVEYS TO LEADS AND CUSTOMERS
DETAILED CALENDAR
Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date
COMPANY NEWSFEED
Share great company events, upload documents, easy employees communications.
GOALS TRACKING
CREATE ADDITIONAL CUSTOM FIELDS
Available Custom fields for most of the important features. You can add custom fields to PDF invoices, estimates etc…
SIMPLE REPORTS FOR QUICK OVERVIEW
Reports Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track if your article is usefull to clients, improve text based on votes)
SURVEY REPORTS
Generate powerful survey reports
FEATURES AND BENEFITS
Explore the awesome Perfex CRM features that will help you get your business to the next level.
PROJECT MANAGEMENT TOOL
Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.
ONE CLICK INVOICE CREATION
Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who 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.
CREATE ESTIMATES
CREATE GOOD LOOKING PROPOSALS
Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor. Proposals comments allowed for further discussion with the customer.
LEADS MANAGEMENT
With the simple Kan Ban you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.
RECORD EXPENSES
RECORD PAYMENTS
Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment.
AWESOME SUPPORT SYSTEM
Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.
BUILT IN STAFF TASKS
Assign task to multiple employees, add task followers, task comments allowed, task attachments.
KNOWLEDGE BASE FOR CUSTOMERS AND STAFF MEMBERS
MANAGE CONTRACTS
Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via buil-in sending contracts feature. Ability to send customer reminders before contracts expiry.
SEND SURVEYS TO LEADS AND CUSTOMERS
DETAILED CALENDAR
Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date
COMPANY NEWSFEED
Share great company events, upload documents, easy employees communications.
CREATE ADDITIONAL CUSTOM FIELDS
Available Custom fields for most of the important features. You can add custom fields to PDF invoices, estimates etc…
GOALS TRACKING
SIMPLE REPORTS FOR QUICK OVERVIEW
Reports Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track if your article is usefull to clients, improve text based on votes)
SURVEY REPORTS
Generate powerful survey reports
For Pricing And Demo
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