Perfex CRM or Perfex Customer Relationship Management software is a great toolkit for any company or a freelancer. It comes with a clean user interface and modern design which is very intuitive to use. To improve your business performance and customer relation, CRM software can make a great impact. Perfex CRM looks more professional with performance and a clean design.
Features of Perfex CRM
There are many features but here are the main ones:
Managing Projects with Project Management Feature
Managing projects for your clients is easier with Perfex
Invoicing and Subscriptions
You can create professional-looking invoices with this software that can be sent to your customers in PDF. Recurring invoices option also available. Billing is easier with many payment options including Stripe, PayPal, and many more. Create recurring subscriptions with Stripe and let it do all the work.
Impress your customers with good formatted and designed proposals with a powerful editor including images, videos, tables, and more.
Managing and Creating Expenses
Manage and create expenses. Set up a recurring expense and it will be created automatically after days or months specified.
Payment Management Feature
Receive and record payments in many currencies.
Leads Management Feature
Keep a track of all your leads generated in one place and follow their progress with ease. Every company tries very hard to achieve new leads every day as it plays a very important part in any company. With PerFex CRM you will never forget any potential client which might be missed by your company. You can easily keep track and record all the leads in one place and easily follow the progress. Ability to import and export leads from a CSV file, add notes, and organize in one place.
To resolve issues from your users it supports a great support system to resolve issues very quickly.
Never miss any important from your schedule. You will have a clear view of all the events organized by your company including payments, expirations, finish dates and more,
You have to assign tasks to run your business. Perfex assign tasks to a specific employee, attach files, notes, and let your staff comment on your given tasks.
To-do lists and Goal Tracking
To increase productivity in each staff member they can easily create a to-do list for themselves.
Customer Area is separated from Admin and each customer has its own portal where they can track themselves.
You can create milestones for projects and track the amount of time and activity spent on milestones. Drag and drop tasks in milestones with Perfex.
To help your customers create knowledge base articles and organize them. This will ultimately help you to build authority and trust in your brand
There are many other features that you have to find on CodeCanyon. A ton of other configurations is possible in this software. You will be able to know more about your customers with this powerful CRM. This software was developed to fit in many different areas. The satisfaction of the customer will go to the next level after using this amount of features.
Autoresponder and a great ticket system with private notes, assignments, attachments, pre replies, knowledge base links, priorities, and statuses. Let your customer create tickets and get their problems resolved easily.