Manage Customers, Projects, and Create Invoices In the Cloud
Main Features
Projects
Manage and invoice projects with the powerful project management feature.
Subscription
Create Subscription, send the subscription to your customer and let Perfex CRM and Stipe
Invoice
Build professional and great looking invoices. Attach files and send directly to your clients..
Estimates
Create estimate within a minute. Sent to your customers and wait to accept.
Payments
Record and receive payments in different currencies. Auto generated PDF sent to customer.
Web to Lead Forms
Perfex CRM Web to lead feature allows you to build a web form based on leads fields to place
Expenses
Creating recurring expenses. Set up a recurring expense and the expense will automatically be created.
Leads Management
Keep track of leads and easily follow their progress. Ability to auto import
Support System
Great support ticket system that helps you track and resolve issues quickly with ability to auto open ticket from email, insert knowledge base link, add predefined replies.
Calendar
Have clear view of all your company events upcoming invoice payments, contracts expiration, estimates expiration, tasks finish date, reminders. You'll never miss anything from the calendar!
Custom Fields
You can add custom fields on PDF for invoices, payments, estimates or proposals and many important features. Configure to fit your business. Ability to show in the customer portal or table.
Tasks
Assign task to multiple staff members, add followers, attach files. Let your staffs comment on tasks, upload files. Tasks can be related to mostly all important features.
Knowledge Base
Great support ticket system that helps you track and resolve issues quickly with ability to auto open ticket from email, insert knowledge base link, add predefined replies.
Contracts
Use contracts feature to lock in current and feature sales. Easily Create contract PDF and send the contract directly to the customer email.
Reports
General reports and have clear view of everything. Keep track of income vs. expenses and leads conversions. Knowledge base report included.
Goals Tracking
Use the Goals tracking feature to keep sales goals in mind. Ability to Notify staff members about failure or success.
Personal To Do List
Each staff members has their own personal to do items board to increase productivity. Easily change to do status by the drag and drop.
Contracts
Use contracts feature to lock in current and feature sales. Easily Create contract PDF and send the contract directly to the customer email.
Customers Area
The customers area is fully separated from the admin area. Each customer has their own portal where they can keep track of all financial data from your company
Proposals
Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube videos with the powerful editor.
Pricing
Free
$0
- There live the blind texts
- Far far away behind
- Far from the countries
- Servicing our clients
Free
$10
- There live the blind texts
- Far far away behind
- Far from the countries
- Servicing our clients
Free
$20
- There live the blind texts
- Far far away behind
- Far from the countries
- Servicing our clients
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