Perfex Powerful Open Source CRM v3.1.6 + Premium Add ons

• Manage and invoice projects with the powerful Project Management Feature.
• Link tasks to many Perfex CRM features and stay organized.
• Build professional, great looking estimates and invoices.
• Powerful support system with ability to auto import tickets.
• Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
• Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project.
• Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop.
• Create good looking proposals for leads or customers and increase sales.
• Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
• Know more about your customers with powerful CRM.
• Increase customer retention via built-in Surveys.
• Use the Goals Tracking feature to keep sales goals in mind.
• Create announcements for your staff members and customers.
• Use Contracts feature to lock in current and future sales.
• Custom fields can store extra information for customers, leads and more.
• Receive payments from Paypal and Stripe in different currencies.
• Tons of configurable options.
• Style the CRM to your company branding with the powerful theme styling feature.
• Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
• Great looking calendar for each staff member based on staff permissions.
• Follow ups, reports, notes, files and many more features.

List of Addons and Themes for Perfex:

Requirements

Download this file to check required extensions directly in your server.

Demo Information

http://www.perfexcrm.com/demo/admin/admin@test.comhttp://www.perfexcrm.com/demo/admin/staff1@test.comhttp://www.perfexcrm.com/demo/client@test.com

DOCUMENTATION

Latest Version 3.1.6

March 18, 2024 Changelog Updated: TinyMCE to v6 Updated: Allow more HTML tags in ticket body...

Perfex CRM is self hosted Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design, Perfex CRM can help you look more professional to your customers and help improve business performance at the same time.

Managing customers is important and Perfex CRM helps in several ways:

CRMs need to focus on customers and Perfex CRM does that with a powerful support system that helps you track and resolve issues quickly via the integrated ticket system and customer reminders. Assign reminders to yourself, one or many staff members and with one click, reminders can be sent to email and in-app notification system. These features and more can take customer satisfaction to the next level.

• Account Planning module for Perfex CRM - All-in-one Support module for Perfex CRM - Weboox Convert - Perfex CRM to app Android - Weboox Convert - Perfex CRM to app Windows - REST API for Perfex CRM - Perfex CRM Chat - Call Log module for Perfex CRM - GoCardless Payment Gateway for Perfex CRM - Facebook Leads integration module for Perfex CRM - Assets Management module for Perfex CRM - Appointly - Perfex CRM Appointments - Mailbox - Webmail client for Perfex CRM - Weboox PRO theme for Perfex CRM - Human Resources Management - HR module for Perfex CRM - Mercado Pago Payment Gateway for Perfex CRM - Drag and Drop Perfex CRM Email Builder - Perfex Shop - Sell your Products with Inventory Management (E-commerce module) - WordFex - Syncronize WordPress with Perfex - Perfex CRM - Flat theme - Perfex CRM Office Theme - Mention and Tag for Perfex CRM - Multi-Page Web to Lead Form Module - Perfex CRM and TelegramBot Chat Module - Perfex CRM - Customer Feedback Module - Perfex CRM Dark Theme - Perfex Zoom Meeting Module - Inventory Management for Perfex CRM - Purchase Management for Perfex CRM - Razorpay Payment Gateway for Perfex CRM - Recruitment Management for Perfex CRM - WooCommerce Module for Perfex CRM - Omni Channel Sales for Perfex CRM - Project Roadmap - Advanced Reporting for Perfex CRM Projects - Custom SMS & Email Notifications for Perfex CRM - Custom Task Filters Module for Perfex CRM - Tasks Bookmark module for Perfex CRM - Team Password for Perfex CRM - OKRs - Objectives and Key Results for Perfex CRM - Sales Commission Program for Perfex CRM - Custom javascript module for Perfex CRM - WhatsApp module for Perfex CRM - HR Records for Perfex CRM - Accounting and Bookkeeping for Perfex CRM - Perfex CRM - Flat admin theme - Shopier Payment Gateway for Perfex CRM - Spreadsheet Online for Perfex CRM - CLIENT APP FOR PERFEX CRM

AND MORE IN FOLDER ...

PHP >= 7.4 MySQL 5.1+ mod_rewrite Apache MySQLi PHP Extension PDO PHP Extension cURL PHP Extension OpenSSL PHP Extension MBString PHP Extension iconv PHP Extension IMAP PHP Extension – not recomended godaddy as email provider GD PHP Extension Zip PHP Extension allow_url_fopen enabled

Admin:

Email:

Password: perfexdemo

Staff 1:

Email:

Password: perfexdemo

Client:

Email:

Password: perfexdemo