Perfex CRM is self hosted Customer Relationship Management software program that could be a awesome healthy for nearly any business enterprise, freelancer or many different uses. With its smooth and contemporary-day design, Perfex CRM allow you to appearance extra expert for your clients and assist enhance enterprise overall performance on the equal time.
Managing clients is essential and Perfex CRM enables in numerous ways:
Manage and bill tasks with the effective Project Management Feature.
Link obligations to many Perfex CRM functions and live organized.
Build expert, awesome searching estimates and invoices.
Powerful aid gadget with cappotential to car import tickets.
Track time spent on obligations and invoice your clients. Ability to assign more than one workforce individuals on undertaking and song timer in line with assigned workforce.
Add undertaking fans even supposing the workforce isn’t assignment member. The workforce member may be capable of song the undertaking development with out having access to the assignment.
Keep song of leads in a single vicinity and without problems observe their development. Ability to car import leads from e-mail, upload notes, create proposals. Organize your leads in tiers and extrade tiers without problems with drag and drop.
Create exact searching proposals for leads or clients and growth income.
Records your business enterprise/assignment prices and feature the cappotential to invoice for your clients and car convert to bill.
Know extra approximately your clients with effective CRM.
Increase consumer retention thru integrated Surveys.
Use the Goals Tracking function to preserve income dreams in mind.
Create bulletins on your workforce individuals and clients.
Use Contracts function to fasten in contemporary-day and destiny income.
Custom fields can save more statistics for clients, leads and extra.
Receive bills from Paypal and Stripe in distinct currencies.
Tons of configurable options.
Style the CRM for your business enterprise branding with the effective topic styling function.
Separated media folder for non-admin workforce individuals to paintings within the CRM and prepare their uploads and documents.
Great searching calendar for every workforce member primarily based totally on workforce permissions.
Follow ups, reports, notes, documents and lots of extra functions.
CRMs want to consciousness on clients and Perfex CRM does that with a effective aid gadget that enables you song and clear up troubles quick thru the included price price tag gadget and consumer reminders. Assign reminders to yourself, one or many workforce individuals and with one click, reminders may be despatched to e-mail and in-app notification gadget. These functions and extra can take consumer delight to the following level.
Perfex CRM has many functions designed to healthy many applications. Read extra approximately the functions beneath and strive the demo to look how Perfex CRM allow you to succeed.DOWNLOAD