Perfex - Powerful Open Source CRM

Perfex – Powerful Open Source CRM

Perfex CRM is self hosted Customer Relationship Management software program that could be a nice match for nearly any firm, freelancer or many different makes use of. With its clear and trendy design, Perfex CRM can assist you look extra skilled to your clients and assist enhance enterprise efficiency on the similar time.

Managing clients is necessary and Perfex CRM helps in a number of methods:

Manage and bill tasks with the highly effective Project Management Feature.
Link duties to many Perfex CRM options and keep organized.
Build skilled, nice wanting estimates and invoices.
Powerful assist system with skill to auto import tickets.
Track time spent on duties and invoice your clients. Ability to assign a number of workers members on activity and monitor timer per assigned workers.
Add activity followers even when the workers isn’t mission member. The workers member will have the ability to monitor the duty progress with out accessing the mission.
Keep monitor of leads in a single place and simply observe their progress. Ability to auto import leads from e-mail, add notes, create proposals. Organize your leads in phases and alter phases simply with drag and drop.
Create good wanting proposals for leads or clients and enhance gross sales.
Records your organization/mission bills and have the power to invoice to your clients and auto convert to bill.
Know extra about your clients with highly effective CRM.
Increase buyer retention through constructed-in Surveys.
Use the Goals Tracking characteristic to maintain gross sales targets in thoughts.
Create bulletins on your workers members and clients.
Use Contracts characteristic to lock in present and future gross sales.
Custom fields can retailer additional info for purchasers, leads and extra.
Receive funds from Paypal and Stripe in numerous currencies.
Tons of configurable choices.
Style the CRM to your organization branding with the highly effective theme styling characteristic.
Separated media folder for non-admin workers members to work contained in the CRM and set up their uploads and information.
Great wanting calendar for every workers member primarily based on workers permissions.
Follow ups, stories, notes, information and lots of extra options.

CRMs have to give attention to clients and Perfex CRM does that with a robust assist system that helps you monitor and resolve points rapidly through the built-in ticket system and buyer reminders. Assign reminders to your self, one or many workers members and with one click on, reminders could be despatched to e-mail and in-app notification system. These options and extra can take buyer satisfaction to the following degree.

Perfex CRM has many options designed to suit many purposes. Read extra in regards to the options beneath and check out the demo to see how Perfex CRM can assist you succeed.

If you wish to contribute translation please ship us at info@perfexcrm.com

Considering buying Perfex CRM?

Please view our assist tab for important notes and considerations

Perfex - Powerful Open Source CRM - 7

Customers

Easily handle your clients and their contacts, create a number of contacts on your clients and set correct permissions. Customers space is totally separated from the admin space. Clients have their very own shopper portal with all monetary information out of your firm offered in clear view.

Invoices

Perfex permits you to preserve in monitor your invoices, objects and generate stories. Add new currencies, utilizing a number of currencies is allowed by beforehand setup buyer foreign money. Invoice with totally different tax primarily based on merchandise.

Recurring Invoices

Create recurring invoices that will likely be re-created mechanically with out you lifting a finger, primarily based on the desired interval for the recurring bill. The interval time could possibly be days, weeks, months or years.

Recurring Expenses

Creating recurring bills. Set up a recurring expense and the expense will mechanically be re-created after the desired interval. The interval time could possibly be days, weeks, months or years

Estimates

Create estimate inside a minute, despatched to your clients and wait to just accept, add notes for higher group on your subsequent actions, create reminders. Ability to auto convert the estimate to bill after buyer settle for.

Proposals

Create good wanting proposals for leads or clients and enhance gross sales. Receive notification when proposal is accepted/declined and auto ship thanks e-mail to your buyer after accepting the proposal. Proposal overdue discover earlier than X days accessible.

Online Payments

Receive funds from Paypal, Stripe, Mollie, Authorize.internet, 2Checkout, PayU Money and Braintree, we’ve applied fee gateways which can be accessible in many of the international locations.

Projects

Manage tasks and monitor time spent on mission for every workers member. Record mission bills and invoices and invoice your shoppers quicker. Professional Gantt Chart included for every mission and workers member.

Milestones

Create milestones for tasks and monitor time spend primarily based on milestone. Ability to Drag and Drop duties between milestones.

Leads

Leads or potential shoppers are actually necessary half to any firm. Every firm making an attempt on a regular basis to get new leads. Very offen happend some potential shopper to name and ask for particular service that you simply firm serve after which typically that is forgotten. With Perfex CRM you’ll always remember your potential shoppers and it is possible for you to to handle all of them in a single place. Keep monitor of leads in a single place and simply observe their progress. Ability to auto import leads from e-mail, add notes, create proposals. Organize your leads in phases and alter phases simply with drag and drop. Ability to auto import leads from emails and net to steer types, import leads from .CSV file included.

Web to Lead Forms

Create limitless net to steer types and inject in your touchdown web page or web site. This characteristic permits you to import leads into Perfex CRM from type. Use net to steer types to assemble potential shoppers info, enable them to request quotes immediately out of your web site.

Contracts

You can add new contracts primarily based in your shoppers. Adding contracts could be very easy, you’ll be able to set begin date and finish date and have clear view of all of your firm contracts in a single place. You wont want anymore to go looking in your desk paperwork. Create PDF contracts and ship to your clients from Perfex CRM. Contract overdue reminders accessible.

Tickets

Great assist ticket system with autoresponse, personal ticket workers notes, ticket assignments, attachments, predefined ticket replies, insert information base hyperlink, ticket priorities, ticket statuses. Feature for auto importing tickets through Email Forwarder/IMAP methodology included. Let your buyer reply and create new tickets through e-mail, with out accesing the shopper portal.

Departments

Assign your workers to particular departments and skill to auto import tickets by division e-mail.

Custom Fields

Custom fields can retailer additional info for purchasers, leads, tickets, invoices, comapany, estimates and extra.

Staff Reminders

Setup workers reminders for workers member with skill to inform by e-mail and constructed-in. Reminders can be found for necessary options.

Theme Styling with out coding

Style the CRM to your organization branding with the highly effective theme styling characteristic. To match finest on your wants create customized.css and add your individual types.

Events

Create personal or public occasions. Receive notification when an occasion is coming constructed-in and e-mail.

Easily re-set up admin menu

You can re-set up admin important menu and the setup menu from in few seconds, you want solely to login in your admin space. No coding is required. Add/Remove icons to suit on your wants.

Email Templates

Setup predefined e-mail templates from textual content editor. Merge fields accessible and multi language choices accessible.

Staff Roles & Permissions

You can provide workers a selected permissions what can do or can’t do. Role permissions could be overided for every workers.

Goals Tracking

Setup targets and monitoring achievements. Use the Goals Tracking characteristic to maintain gross sales targets in thoughts.

Personal Todo

Every workers member can have their very own private todo dashboard which is able to enable your workers member to simply set up the their work.

Staff

Manage all of your workers members from one place.

Company Newsfeed

Share nice firm occasions, add paperwork, straightforward workers communications.

Staff Tasks

Assign activity to a number of workers, add activity followers, activity feedback allowed, activity attachments. Link duties to many Perfex CRM options and keep organized.

Recurring Tasks

Create duties that will likely be auto created for a given interval.

Surveys

Create surveys with one click on. Send to workers, leads, shoppers or manually created mail lists. Increase buyer retention through constructed-in Surveys.

Reports

Reports
Sales
Expenses Report
Reports by buyer
Custom date picker
Leads Conversions
Knowledge base articles (Track in case your article is usefull to shoppers, enhance textual content primarily based on votes)

Knowledge Base

Add information base articles from textual content editor. “Did you discover this text helpful?” vote included in shoppers space.

Media Library

Upload information in media library. Each workers member that’s not admin have their very own folder for importing information.

Auto Backup Database

Setup auto backup database every X days to stop shedding your necessary information.

Sensitive information is encrypted

Perfex CRM encrypts all delicate information within the database with distinctive encryption key. Encryption carried out on e-mail passwords, api keys, api passwords and many others..

Server Side Datatables

Perfex CRM is utilizing serverside datatables to completely deal with giant databases.

Responsive

Perfex is totally responsive. You can simply entry your information from cellular or pill.

Google reCaptcha

Google reCaptcha accessible for admin login, buyer login and buyer register space.

Action Hooks

To stop enhancing the core information we created motion hooks for some necessary functionalities. Send us an e-mail in order for you we to incorporate one other motion hook primarily based in your wants.

Activity Log

Track all workers exercise. Adding new objects, creating, deleting.

Flexibility

Perfex CRM is absolutely versatile, we’ve included choices that can make Perfex CRM to suit on your firm necessities. Hundreds choices included, overwriting language text, for extra superior customers custom CSS file to vary any types you need, edit VIEW/HTML information with out want to fret when performing improve and even action hooks.

Third Party Modules

Perfex CRM Employee Chat
Appointly – Perfex CRM Appointments
Perfex CRM Light Theme
Perfex CRM Dark Theme
Paystack Payment Gateway for Perfex CRM
Drag and Drop Perfex CRM Email Builder
REST API for Perfex CRM
SaaS module for Perfex CRM – Multitenancy support
E-Invoicing – European Compliant Invoicing For Perfex CRM
SendinBlue SMS notification Module for Perfex CRM
Click here to test the complete
modules assortment

Requirements

PHP >= 8.1
MySQL 5.1+
mod_rewrite Apache
MySQLi PHP Extension
PDO PHP Extension
cURL PHP Extension
OpenSSL PHP Extension
MBString PHP Extension
iconv PHP Extension
IMAP PHP Extension – not recomended godaddy as e-mail supplier
GD PHP Extension
Zip PHP Extension
allow_url_fopen enabled
Download this file to check required extensions directly in your server.

Demo Information
Admin:
http://www.perfexcrm.com/demo/admin/
Email: admin@test.com
Password: perfexdemo

Staff 1:
http://www.perfexcrm.com/demo/admin/
Email: staff1@test.com
Password: perfexdemo

Client: http://www.perfexcrm.com/demo/
Email: client@test.com
Password: perfexdemo