Perfex - Powerful Open Supply CRM

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Perfex CRM is complete Consumer Relationship Management device that is an excellent are compatible for just about any corporate, freelancer or many other uses. With its blank and up to date design, Perfex CRM might help you look more skilled in your consumers and lend a hand beef up business efficiency on the related time.

Managing shoppers is important and Perfex CRM helps in several tactics:

• Manage and bill tasks with the powerful Mission Management Feature.
• Link tasks to many Perfex CRM features and keep organized.
• Build professional, nice looking estimates and invoices.
• Powerful toughen gadget with ability to vehicle import tickets.
• Observe time spent on tasks and bill your shoppers. Talent to assign multiple body of workers members on task and track timer in keeping with assigned workforce.
• Add task fans even though the workers isn't project member. the staff member can be in a position to track the task progress without getting access to the undertaking.
• Keep observe of leads in one place and easily observe their progress. Talent to automobile import leads from electronic mail, upload notes, create proposals. Arrange your leads in degrees and change levels simply with drag and drop.
• Create excellent taking a look proposals for leads or customers and build up sales.
• Data your organization/challenge bills and have the facility to invoice to your customers and auto convert to bill.
• Recognize extra approximately your consumers with robust CRM.
• Building Up consumer retention by the use of constructed-in Surveys.
• Use the Goals Monitoring feature to keep sales goals in thoughts.
• Create bulletins on your personnel individuals and shoppers.
• Use Contracts function to fasten in current and long term sales.
• Customized fields can store extra data for patrons, leads and more.
• Receive bills from Paypal and Stripe in several currencies.
• a whole lot configurable options.
• Taste the CRM to your corporate branding with the robust topic styling feature.
• Separated media folder for non-admin personnel participants to paintings throughout the CRM and prepare their uploads and files.
• Nice having a look calendar for every staff member in line with staff permissions.
• Observe ups, experiences, notes, files and lots of extra features.

CRMs wish to focus on shoppers and Perfex CRM does that with a formidable strengthen gadget that helps you track and resolve problems briefly by the use of the integrated price ticket machine and customer reminders. Assign reminders to your self, one or many group of workers participants and with one click, reminders can be sent to e-mail and in-app notification gadget. These options and extra can take consumer satisfaction to the next degree.

Perfex CRM has many options designed to fit many applications. Read more about the options below and check out the demo to peer how Perfex CRM will help you be triumphant.

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Up To Date Version

Main Options

Server Facet Datatables

Perfex CRM is the use of serverside datatables. this means that that is versatile for massive data.

Customers

Easily handle your customers. Separated consumer area and talent to create new topics.

Consumer Reminders

Set consumer reminders Never Forget the rest approximately your consumers.

Leads

Leads or potential shoppers are truly necessary phase to any corporate. Every corporate attempting everyday to get new leads. Very offen happend a few possible client to call and ask for particular carrier that you simply corporate serve after which once in a while this is fogotten. With Perfex CRM you'll always remember your doable purchasers and you will be able to handle all of them in one place. Drag & Drop status amendment talent.

Contracts

Contracts is great function in Perfex CRM. you can upload new contracts in keeping with your shoppers. regardless of if the customer is company or not. Including contracts may be very easy, you can set start date and end date and feature transparent view of all your company contracts in one position. You wont want anymore to search to your desk documents.You cant upload agreement without deciding on client.

Departments

Assign your body of workers to particular departments.

Process Log

Observe all workforce task. Including new pieces, developing, deleting.

Events

Create private or public events. Obtain notification while an experience is coming.

E-Mail Templates

Setup predefined email templates from text editor. Merge fields available.

Staff Roles & Permissions

you'll give workforce a selected permissions what can do or cant do. Position permissions can be overided for each workforce.

Tickets

Great enhance price tag machine with autoresponse. Private price tag staff notes, ticket assignments, attachments, predefined price ticket replies, insert knowledge base link, ticket priorities, price tag statuses.

Sales

Sales is quote an important section in one company control. Perfex permits you to keep in track your invoices, pieces and generate reviews. Add new currencies, using a couple of currencies is permitted. Bill with different tax in line with item.

Targets Tracking

Setup goals and tracking achievements.

Ordinary Invoices

Create ordinary invoices who will likely be regenerated mechanically in line with your setup for ordinary bill (each and every X months). you can set recurring starting from 1 month to twelve months.

Routine Expenses

Growing recurring expenses. arrange a ordinary rate and the rate will robotically be created after the required length. The duration time could be days, weeks, months or years

Estimates

Create estimate within a minute. Despatched to your consumers and wait to simply accept. Talent to auto convert the estimate to invoice after purchaser settle for.

Personal todo pieces

Each team of workers member could have their own personal todo dashboard.

Group Of Workers

Manage all your personnel members from one position.

Corporate Newsfeed

Share nice company events, upload documents, simple workers communications.

Group Of Workers Duties

Assign job to a couple of staff, add job fans, task feedback allowed, activity attachments.

Surveys

Create nice surveys with one click on. Send to group of workers, purchasers or manually created mail lists.

Reviews

Reports
Sales
Merchandise Reports
Total record source of revenue
Reviews via consumer
Custom date picker
Leads Conversions
Knowledge base articles (Monitor in case your article is usefull to clients, toughen textual content in response to votes)

Wisdom Base

Upload knowledge base articles from text editor. “Did you locate this newsletter helpful?” vote incorporated in clients space.

Media Library

Upload protected files to media library.

Responsive

Perfex is absolutely responsive. you'll be able to easely access your data from cellular.

Motion Hooks

To Stop enhancing the core information we created motion hooks for some necessary functionalities. Ship us an email if you need we to include another motion hook in response to your wishes.

Necessities

PHP 5.4+
MYSQL 5.1+
mod_rewrite Apache
Mcrypt Extension
MBString Extension
GD Extension
MYSQLi Extension
PDO Extension
OpenSSL Extension
Zip Extension
IMAP Extension – now not recomended godaddy as email supplier
CURL Extension


Demo Informations
Admin:
http://www.perfexcrm.com/demo/admin/
E Mail: admin@test.com
Password: 123123


Team Of Workers 1:
http://www.perfexcrm.com/demo/admin/
E Mail: staff1@test.com
Password: 123123


Shopper: http://www.perfexcrm.com/demo/
E Mail: consumer@test.com
Password: 123123

Documentation

Releases

31 July 2016
Version 1.1.9 Launched
Change Log

27 July 2016
Model 1.1.8 Launched
Change Log

08 July 2016
Version 1.1.7 Launched
Change Log

24 June 2016
Version 1.1.6 Released
Change Log

19 June 2016
Version 1.1.5 Released
Change Log

18 June 2016
Model 1.1.4 Launched
Change Log

06 June 2016
Model 1.1.3 Released
Change Log

01 June 2016
Model 1.1.2 Launched
Change Log

30 May 2016
Version 1.1.1 Released
Change Log

13 May 2016
Model 1.1.0 Released
Change Log

10 May 2016
Version 1.0.9 Launched
Change Log

10 April 2016
Version 1.0.8 Released
Change Log

31 March 2016
Model 1.0.7 Launched
Change Log

29 February 2016
Version 1.0.6 Launched
Change Log

9 February 2016
Version 1.0.5 Released
Change Log

1 February 2016
Model 1.0.4 Released
Change Log

16 January 2016
Version 1.0.3 Released
Change Log

11 January 2016
Version 1.0.2 Launched
Change Log

1 January 2016
Model 1.0.1 Released
Change Log

18 December 2015
Version 1.0.0 Released
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