Perfex – Full CRM
Perfex CRM is full Client Relations Management software. Perfex CRM comes with very clean design. Client side is separated from admin area and you can even create your own client templates. Fully cusomizable with available action hooks. Drop us an email if you want new action hook to be included elsewhere.
Give your customers the support they deserve, their invoice overview from your company in a very easy way. Perfex CRM allow you to be more professional in your customer eyes.
Server Side Datatables
Perfex CRM is using serverside datatables. Which means that is flexible for large data. No more problems with loading data waiting.
Easily manage your clients. Separated clients area and ability to create new themes.
Leads or potential clients are really important part to any company. Every company trying everyday to get new leads. Very offen happend some potential client to call and ask for particular service that you company serve and then sometimes this is fogotten. With Perfex CRM you will never forget your potential clients and you will be able to manage all of them in one place. Drag & Drop status change ability.
Contracts is great feature in Perfex CRM. You can add new contracts based on your clients. No matter if the client is company or not. Adding contracts is very simple, you can set start date and end date and have clear view of all your company contracts in one place. You wont need anymore to search in your desk documents.You cant add contract without selecting client.
Assign your staff to particular departments.
Track all staff activity. Adding new items, creating, deleting.
Create private or public events. Receive notification when an event is coming.
Setup predefined email templates from text editor. Merge fields available.
Staff Roles & Permissions
You can give staff a specific permissions what can do or cant do. Role permissions can be overided for each staff.
Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.
Sales is quote an important part in one company management. Perfex allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed. Invoice with different tax based on item.
Personal todo items
Every staff member can have their own personal todo dashboard.
Manage all your staff members from one place.
Share great company events, upload documents, easy employees communications.
Assign task to multiple employees, add task followers, task comments allowed, insert media library link.
Create great surveys with one click. Send to staff, clients or manually created mail lists.
Total report income
Reports by customer
Custom date picker
Knowledge base articles (Track if your article is usefull to clients, improve text based on votes)
Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.
Upload protected files to media library.
Perfex is fully responsive. You can easely access your data from mobile.
To prevent editing the core files we created action hooks for some important functionalities. Send us an email if you want we to include another action hook based on your needs.
More download links
Link for download. User database file links.