Perfex CRM is a self-hosted Buyer Relationship Administration system that could be utilized by virtually any enterprise, freelancer, or for quite a lot of different functions. Perfex CRM’s clear and trendy model could make you seem extra skilled to your shoppers whereas additionally bettering enterprise efficiency.
CRMs must concentrate on prospects and Perfex CRM does that with a robust help system that helps you observe and resolve points rapidly through the built-in ticket system and buyer reminders. Assign reminders to your self, one or many workers members and with one click on, reminders might be despatched to e-mail and in-app notification system. These options and extra can take buyer satisfaction to the following stage.
Demo: https://codecanyon.web/merchandise/perfex-powerful-open-source-crm/14013737
Desk of Contents [show]
Options: Perfex v2.9.3 – Highly effective Open Supply CRM
- The sturdy Venture Administration Function lets you handle and bill initiatives.
- Keep organized by linking duties to quite a few Perfex CRM options.
- Create skilled estimates and invoices that look incredible.
- Help system with the flexibility to routinely import tickets.
- Hold observe of how a lot time you spend on every job and invoice your shoppers accordingly. Capacity to assign quite a few staff to a process and observe timers for every worker.
- Even when the workers shouldn’t be a challenge participant, they are often added as process followers. With out accessing the challenge, the workers member will be capable to observe the duty’s progress.
- Hold observe of leads in a single spot and watch their development with ease. Capacity to enter leads from e-mail, add feedback, and construct proposals routinely. Manage your leads into levels and effortlessly change between them utilizing drag and drop.
- Improve gross sales by creating enticing proposals for leads or shoppers.
- Hold observe of your organization/challenge spending and cost your shoppers with an auto-conversion to bill function.
- With a strong CRM, you’ll be able to study extra about your prospects.
- Buyer retention could also be improved with built-in surveys.
- Hold observe of your gross sales targets utilizing the Objectives Monitoring perform.
- Make bulletins to your shoppers and staff.
- To lock in current and future gross sales, use the Contracts instrument.
- Customized fields could also be used to carry extra data for purchasers, leads, and different entities.
- Obtain funds in lots of currencies from Paypal and Stripe.
- There are a plethora of settings to select from.
- With the superior theme styling choice, you’ll be able to customise the CRM to match your organization’s emblem.
- Non-admin workers members could function contained in the CRM and handle their uploads and recordsdata in a separate media folder.
- Primarily based on worker permissions, a great-looking calendar for every workers member.
- Comply with-ups, reviews, notes, and recordsdata are just some of the choices out there.
Changelog: Perfex v2.9.3 – Highly effective Open Supply CRM
Model 2.9.3 – Upkeep
January 17, 2022
Repair Mollie fee gateway generally not recording funds.
Repair cron not working due to invalid imap namespace.
Repair subject with tags overflowing on cell.
Replace: Present a minimum of 1% progress for invoices awaiting fee
Model 2.9.1
September 29, 2021
Add strike by in challenge discussions
Add badges in leads profile tabs for duties, proposals, notes, attachments.
Added capability to specify redirect URL after submission for internet to steer and estimate request kinds.
Add choice to set challenge identify when copying the challenge.
Up to date: Process remark WYSIWYG editor will stick whereas scrolling.
Up to date: Guarantee duties modal doesn’t shut on exterior click on when typing remark.
Up to date: Uploaded challenge recordsdata will probably be renamed with distinctive hash.
Up to date: Ticket CC will probably be remembered when ticket is imported through pipe or IMAP.
Up to date: Zoom allowed on cell gadgets.
Repair calendar buttons goes out of the container small screens.
Repair duties not seen on duties desk in shopper space.
Repair msg91 DLT Template ID.
Repair estimate to challenge convert process date format inflicting 500 error.
Repair process change hook not fired when process up to date.
Repair assertion filename doesn’t include the extension.
Repair credit score utilized to draft bill provides invalid bill quantity.
Repair guidelines progress bar colour when progress is 0%
Model 2.9.2
January 11, 2022
Add indicator if somebody is already replying to a ticket (admin space).
Added capability to configure reminders to be despatched for accomplished however non-billed duties.
Added capability to merge a number of tickets into one.
Added capability so as to add batch bill funds.
Added proposal and contract date created merge fields.
Added capability to specifiy deal identify prefix when importing offers through internet to steer kinds.
Add Twilio Alphanumeric Sender ID choice.
Add totals variety of data on duties, proposals, estimates kan bans’s
Add whole badges for feedback and templates when viewing proposals and contracts.
Add canonical url in information base article for purchasers space.
Added capability to specifiy milestone begin date.
Added “Open in Map” button to buyer profile map.
Up to date: Stripe subscriptions will load all plans as a substitute of max 100.
Up to date: Kanban with higher AJAX loading.
Up to date: Modifying challenge received’t be potential on signed contracts.
Up to date: Expense quantity will probably be hidden from challenge exercise log.
Up to date: Forestall closing the duty modal if timesheet is being recorded/edited.
Up to date: A number of comas on buyer format will probably be routinely eliminated.
Up to date: Change e-mail template message column to MEDIUMTEXT for longer mails help.
PHP 8.1 compatibilities.
Repair some duties/milestones not proven on prospects space.
Repair credit score utilized to draft bill provides invalid bill quantity.
Repair convert estimate to challenge process date format.
Repair challenge notification being despatched to all contacts when few solely chosen.
Repair hyperlink customized fields not working in leads modal.
Small bugs fastened.
Model 2.9.0
August 17, 2021
Add badges with within the buyer profile tabs.
Added routinely contact quantity calling code prefix function when creating contact.
Added whole variety of buyer admins badge.
Added choice to auto assigne ticket to the primary workers who replies to the ticket.
Added copy button on TinyMCE contextmenu.
Added capability to edit timesheet within the process modal.
Added process due date in duties kan ban card.
Added permissions for timesheets.
Added conceal challenge milestone from buyer choice.
Added capability to specify process assignees and follower when creating new process.
Added capability to recollect the final used CC when creating/replying to a ticket.
Added capability to view and delete queued emails.
Added capability to specificy button background and textual content colour on internet to steer and estimate request kinds.
Added MSG91 DLT Template ID for every set off.
Added choice to automaticaly cease process timers after specified hours.
Added capability to specify language through URL parameters for ticket exterior kind.
Up to date: Contract with signature received’t be totally editable.
Up to date PHP Mailer to repair safety subject.
Up to date: Proposal PDF will embody signer particulars.
Up to date: The time step on calendar Occasion and reminder datepicker will probably be half-hour as a substitute of 1 hour.
Up to date: Stripe new laws for Indian prospects.
Up to date: Permit A number of Perfex CRM installations, one Stripe account
Up to date: when including duties for be billed to an bill, the already added duties will probably be faraway from the dropdown.
Replace: Added loading spinners on exterior kinds submit buttons (ticket, estimate request, internet to steer).
Up to date: Permit process creator to assign person to guidelines merchandise.
Up to date: Funds chart dashboard widget with capability to decide on weekly or month-to-month chart.
Up to date: Modals header background colour.
Mounted hyperlink customized area create.
Repair hyperlink customized area can’t be opened when imported as direct url.
Mounted process creator not up to date correctly when copying process.
Mounted assertion balances incorrect when when credit score be aware refunds past the chosen date exist.
Mounted view logged in when Bitly quick SMS url is generated.
Mounted duplicate Stripe webhook might be created.
Mounted bills default order.
Mounted can not save ticket settings when no identify is on the market.
Mounted translation key subject for PHP 8.
Mounted Mollie fee not recorded.
Mounted estimate report dropdown duplicate 12 months.
Mounted non-admin can not bulk assign to leads.
Mounted targets visibility on dashboard.
Mounted can not search tables with underscore.
Mounted tickets not seen on prospects space when allowed for the contact.
Repair ticket convert to process attachments not transfered.
Repair inline attachments no imported through pipe.php
2.8.3
Add capability to set a customized area default worth
Added permissions for initiatives milestones
Added capability to specify which contacts can obtain project-related notifications, per challenge
Added bulk actions for bills desk
Added choice to point out estimate request hyperlink in prospects space navigation
Added capability to transform estimate to challenge
Added capability to specify database backup hour
Added capability for ticket kind, internet to steer kind, and estimate request kind, to point out a emblem by offering ?with_logo=1 parameter within the URL
Replace: When a contract is signed, the identify, e-mail, and IP tackle will probably be displayed on PDF and HTML.
Added capability for ticket kind, internet to steer kind, and estimate request kind to offer ?styled=1 parameter within the URL for extra handy design on direct hyperlink sharing
Replace Mollie fee gateway to v2 to help a number of currencies
Up to date Fullcalendar model to v5
Replace the Datatables library to the most recent model.
Up to date the footer within the prospects space to not be fastened
Eliminated choice for scroll responsive tables, the tables will probably be at all times scroll responsive
Repair no house after low cost phrase on PDF.
Repair bill overdue cron process failing on MySQL 8
Repair convert estimate request
Repair incorrect spelling of Philippines nation identify
Repair challenge setting add process attachment on prospects space.
2.8.4
Mounted subject with calendar loading.
Model 2.8.2
March 18, 2021
Added capability so as to add an assignee to process guidelines merchandise.
Added capability to cover/present accomplished process guidelines gadgets.
Enhancements in workers delete information switch.
Mounted timesheets overview report.
Mounted challenge dialogue new remark.
Mounted incorrect ticket attachment in ticket public view.
Model 2.8.1 – Upkeep
March 12, 2021
Mounted can not edit workers profile.
Mounted class lacking causes 500 error.
Model 2.8.0
March 12, 2021
Add choice to auto connect an bill to the fee receipt e-mail
Add new function create estimate request kinds
Add copy merchandise function
Add bulk replace the billable area for duties
Added capability to filter bills by fee mode on bills desk and detailed report
Add capability to bulk export bills
Add whole leads and whole worth in leads kanban
Added capability person to pick a number of recordsdata on internet to steer kind file area.
Capacity to ship bill due reminders earlier than the bill is overdue.
Permit zero with decimals in credit score be aware refund
Modified: Employees can handle followers/assignees provided that creator
Modified: Draft invoices will probably be at all times sorted on prime
Repair a number of merge fields in URL placeholder
Repair can not save forex with clean thousand separator
Repair shorturl incorrect hyperlink when utilizing Bit.ly for SMS.
Repair duties modal on shut description not saved
Repair challenge export alignment
Mounted a difficulty the place an merchandise shouldn’t be added within the bill after merchandise removing.
Repair picture measurement through editor not utilized
Repair language loaded after customized fields translate
Mounted typo in subscription
Repair surveys mail lists import
Mounted solely workers with permission can delete leads
Venture copy milestone due date enhancements
Model 2.7.3
December 11, 2020
Added quick URL merge area for SMS hyperlinks (through Bitly API)
PHP 8 fixes and compatibilities
Up to date: Permit hyperlinks in piped tickets
Mounted incorrect bill quantity when sending/creating bill.
Added after challenge copied hook (dev)
Added person widget hooks (dev)
Model 2.7.2
December 3, 2020
Mounted battle from not suitable modules widgets within the dashboard instances white display screen.
Mounted a difficulty the place leads e-mail integration folder can’t be chosen
Mounted subscription date reveals invalid date after subscribe
PHP 8 compatibility and enhancements.
Model 2.7.1
November 27, 2020
Added point out function for process feedback
Added point out function for challenge discussions
Added capability to decide on ticket division folder
Added capability to decide on leads e-mail integration folder
Up to date: Permit creating credit score be aware with the identical quantity for a distinct 12 months
Added 2Checkout Fee gateway
Added message with whole overdue days on bill HTML if the bill is overdue
Added whole overdue days e-mail template merge area for invoices.
Added capability to create contract and proposal templates through the UI. (not wanted to do through recordsdata).
Added capability contact to decide on a language on register
Added capability to spherical timesheets on timesheets reviews and when billing the timesheet
Added register kind required fields indicators
Up to date: Archived costs contained in the Stripe dashboard, mustn’t present up within the drop-down when creating/enhancing subscription
Repair bill gadgets desk not utilizing forex separators
Up to date: Stripe subscription plans will use the product identify as a substitute of plan identify.
Repair get customers that may entry process doesn’t obtain a notification on new feedback.
Mounted points with auto importing tickets/leads
Mounted workers can not create a process when stopping the timer
Mounted draft bill quantity not up to date when updating fee
Mounted subscription inner show.
Mounted duplicate menu gadgets from modules.
Mounted contracts widget order not utilized
Mounted process reminder URL
Mounted challenge dialogue replace
Model 2.7.0
August 17, 2020
Added capability to specify duties cron job automation hours.
Added capability to create a process whereas stopping the timer and not using a process.
Added {project_name} merge area in e-mail templates for invoices, estimates, contracts, subscriptions, and tickets.
Added “Obtain All” lead attachments in .zip choice.
Added task-related identify and hyperlink on kan-ban and border primarily based on the duty precedence.
Added capability on prospects space contact to pick language on the login web page.
Billed duties created from the shopper, received’t be editable within the prospects space.
Added capability main contact to create and edit different buyer contacts within the prospects space.
Modified: Draft bill received’t have a quantity assigned till it’s despatched to the client.
Added new hotkey to toggle sidebar Shift+F.
Added “Save and ship later” function for estimates.
Eliminated the deprecated 2Checkout and Authorize AIM and SIM gateways.
Up to date milestones kan-ban in prospects space to have horizontal scroll as a substitute of stacking the milestones columns.
Absolutely changed the IMAP library for studying emails.
Mounted bills detailed report not loading generally.
Mounted generally Gantt date replace clears process dates.
Mounted hard-coded desk identify in Dashboard mode.
Mounted pre tags in process feedback go exterior the precise width.
Mounted non-admin customers can change results in statuses colours from kan-ban view.
Mounted buyer subscribed to subscription e-mail despatched a number of instances.
⭐See extra: Synthesis of free PHP Scripts, often up to date
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