v3.0.6 Perfex - Powerful Open Source CRM

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Perfex CRM is self-hosted customer relationship management software perfect for almost any company, freelancer or many other uses.Perfex CRM features a clean and modern design that helps you look more professional in the eyes of your customers while helping to improve business performance.

Managing customers is important and Perfex CRM helps in the following areas:

  • Manage and invoice projects with powerful project management capabilities.
  • Link tasks to many Perfex CRM features and stay organized.
  • Create professional, beautiful estimates and invoices.
  • Powerful support system with the ability to automatically import tickets.
  • Track time spent on tasks and bill your customers. Ability to assign tasks and track timers for multiple workers for each assigned employee.
  • Task followers can be added even if the employee is not a project member. Workers will be able to track task progress without accessing the project.
  • Track leads in one place and easily track their progress. Ability to automatically import leads, add notes, create proposals from emails.Organize your leads in stages and easily change stages with drag and drop.
  • Create great-looking proposals for prospects or clients and increase sales.
  • Record your company/project expenses and be able to bill your clients and automatically convert to invoices.
  • Learn more about your customers with a powerful CRM.
  • Improve customer retention with built-in surveys.
  • Keep sales goals in mind with goal tracking.
  • Create announcements for your employees and customers.
  • Use the contract feature to lock in current and future sales.
  • Custom fields can store additional information for customers, prospects, and more.
  • Receive payments in different currencies from Paypal and Stripe.
  • Tons of configurable options.
  • Style your CRM for your company branding with powerful theme styling features.
  • Separate media folders for non-managers to work in CRM and organize their uploads and files.
  • Provide each employee with a beautiful calendar based on employee permissions.
  • Follow up, reports, notes, files and more.

CRM needs customer focus, and Perfex CRM does that with a robust support system that helps you fast track and resolve issues with an integrated ticketing system and customer alerts.Assign reminders to yourself, one or more employees, and send reminders to email and in-app notification systems with one click.These features and more can take customer satisfaction to a new level.

Perfex CRM has many features designed to fit many applications. Read more about the features below and try the demonstration to see how Perfex CRM can help you achieve success.

if you wantContribute translationplease send usInfo @perfexcrm. com

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Please check our support tab for important notes and notes

Customers

Easily manage your clients and their contacts, create multiple contacts for your clients and set appropriate permissions. The client area is completely separate from the management area.Customers have their own customer portal where all your company’s financial data is clearly visible.

Invoices

Perfex allows you to track your invoices, projects and generate reports. Add a new currency, the previously set customer currency allows for multiple currencies.Invoices with different taxes depending on the item.

recurring invoice

Create recurring invoices that will be automatically recreated based on the specified period of recurring invoices, without your fingertips.Cycle times can be days, weeks, months or years.

recurring fee

Create recurring charges. Set up recurring charges that will be automatically recreated after a specified period. Cycle time can be days, weeks, months or years

Estimates

Create estimates in under a minute, send to your clients and wait for acceptance, add notes to better organize your next steps, create reminders.Ability to automatically convert estimates to invoices upon customer acceptance.

Proposals

Create great-looking proposals for prospects or clients and increase sales.Get notified when proposals are accepted/rejected, and automatically send thank you emails to your clients when proposals are accepted. Proposal overdue notices are available X days ago.

Online Payment

Receive payments from Paypal, Stripe, Mollie, Authorize. net, 2Checkout, PayU Money and Braintree, we have implemented payment gateways that are available in most countries.

Projects

Manage projects and track the time each employee spends on projects. Record project expenses and invoices and bill your customers faster.Professional Gantt charts are included for every project and worker.

Milestones

Create milestones for projects and track time spent against them. Ability to drag and drop tasks between milestones.

Leads

Leads or prospects are a very important part of any company. Every company strives to find new potential customers every day.It often happens that some potential clients call to ask about a specific service your company offers, but sometimes this is forgotten.With Perfex CRM you will never forget your leads and you will be able to manage all of them in one place. Track leads in one place and easily track their progress.Ability to automatically import leads, add notes, create proposals from emails. Organize your leads in stages and easily change stages with drag and drop.Ability to automatically import leads from email and web to lead forms, from .contain CSV files.

web lead form

Create unlimited networks to bootstrap forms and inject into your login page or website. This feature allows you to import leads from forms into Perfex CRM.Use the web lead form to collect lead information and let them request a quote directly from your website.

Contracts

You can add new contracts based on customers. Adding contracts is easy, you can set start and end dates and see all company contracts clearly in one place.You will no longer need to search through your desk files. Create PDF contracts and send to your clients from Perfex CRM. Provide reminders for overdue contracts.

Tickets

Powerful support ticketing system with automatic responses, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base links, ticket priority, ticket status.Includes the ability to automatically import tickets via the Email Forwarder/IMAP method. Let your customers reply via email and create new tickets without having to visit the customer portal.

Departments

Assign your employees to specific departments and be able to automatically import work orders via department email.

Custom field

Custom fields can store additional information for customers, leads, tickets, invoices, companies, estimates, and more.

Staff reminder

Set up employee reminders for employees who can be notified via email and built-in. Reminders are available for important functions.

Theme styles without coding

Style your CRM for your company branding with powerful theme styling features. Create custom to best suit your needs. css and add your own styles.

Events

Create private or public events. Receive notifications and emails when events are coming up.

Easily reorganize the admin menu

You can reorganize the admin main menu and settings menu in seconds, you just need to log into your admin area. No coding required. Add/remove icons to suit your needs.

Email template

Set up predefined email templates from a text editor. Available merge fields and available multilingual options.

Employee roles and permissions

You can grant employees specific permissions, what they can or cannot do. The role permissions of each employee can be overridden.

Target Tracking

Set goals and track achievements. Keep sales goals in mind with goal tracking.

personal to-do list

Each employee can have their own personal to-do dashboard, which will allow your employees to easily organize their work.

Staff

Manage all your employees from one place.

company news

Share great company events, upload documents, and communicate easily with employees.

Employee tasks

Assign tasks to multiple employees, add task followers, allow task comments, task attachments. Link tasks to many Perfex CRM features and stay organized.

repetitive tasks

Create tasks that will be automatically created within a given time period.

Surveys

Create surveys with one click. Send to employees, prospects, clients, or manually created mailing lists. Improve customer retention with built-in surveys.

Reports

Reports
Sales
expense report
customer report
custom date picker
lead conversion
Knowledge Base Articles (track if your articles are useful to customers, improve text based on votes)

knowledge base

Add knowledge base articles from a text editor. “Did you find this article useful?” Voting is included in the client area.

Media library

Upload files from the media library. Each employee who is not an administrator has its own folder for uploading files.

Automatic database backup

Set up automatic backup database every X days to prevent loss of your important data.

Sensitive data is encrypted

Perfex CRM encrypts all sensitive data in the database with a unique encryption key. Encrypt email passwords, api keys, api passwords, etc.

Server side datasheet

Perfex CRM uses server-side data tables to perfectly handle large databases.

Responsive

Perfex is fully responsive. You can easily access your data from your phone or tablet.

Google verification code

Google reCaptcha can be used for admin login, customer login and customer registration areas.

Action hook

To prevent editing core files, we created action hooks for some important functions. If you would like us to include another action hook based on your needs, please send us an email.

Activity log

Track all employee activity. Add new items, create, delete.

Flexibility

Perfex CRM is very flexible and we provide options to make Perfex CRM fit your company’s requirements. including hundreds of options,Override language text, For more advanced usersFile CSS personalizzatochange any style you want,Изменить вид/HTMLPerform upgrades without worrying about files, evenaction hook.

third-party modules

  • Perfex CRM Employee Chat
  • Appointment – Perfex CRM Appointment
  • Perfex CRM Ligtema
  • Perfex CRM Dark Theme
  • Paystack payment gateway for Perfex CRM
  • Drag and drop Perfex CRM Email Builder
  • REST API for Perfex CRM
  • SendinBlue SMS Notification Module for Perfex CRM
  • Click hereCheck out the complete module collection

Requirements

PHP >= 7.2.5 (recommended >= 7.4)
MySQL 5.1+
mod_rewrite Apache
MySQLiPHP拡張機能
PDO PHP extension
cURLPHP拡張機能
OpenSSL PHP extension
MBString PHP extension
iconv PHP extension
IMAP PHP extension – godaddy is deprecated as an email provider
DG PHP 扩展
Compress PHP extension
Enable allow_url_fopen
Download this file to check the desired extension directly in your server.

demo information
Admin:
http://www.perfexcrm.com/demo/admin/
Email: [email protected]
Password: 123123

Employee 1:
http://www.perfexcrm.com/demo/admin/
Email: Staff 1@Test. com
Password: 123123

Client: http://www.perfexcrm.com/demo/
Email: [email protected]
Password: 123123

Documentation

Perfex – Powerful Open Source CRM [Free Download]
Perfex – Powerful Open Source CRM [Nulled]

PHP Scripts » Project Management Tools

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