Perfex CRM is full Buyer Relationship Administration software program that may be a nice match for nearly any firm, freelancer or many different makes use of.
With its clear and trendy design, Perfex CRM may also help you look extra skilled to your clients and assist enhance enterprise efficiency on the similar time.
Perfex CRM is self hosted Buyer Relationship Administration software program that may be a nice match for nearly any firm, freelancer or many different makes use of. With its clear and trendy design, Perfex CRM may also help you look extra skilled to your clients and assist enhance enterprise efficiency on the similar time.
Managing clients is vital and Perfex CRM helps in a number of methods:
- Handle and bill tasks with the highly effective Venture Administration Characteristic.
- Hyperlink duties to many Perfex CRM options and keep organized.
- Construct skilled, nice trying estimates and invoices.
- Highly effective assist system with skill to auto import tickets.
- Observe time spent on duties and invoice your clients. Means to assign a number of employees members on job and monitor timer per assigned employees.
- Add job followers even when the employees is just not challenge member. The employees member will be capable of monitor the duty progress with out accessing the challenge.
- Maintain monitor of leads in a single place and simply comply with their progress. Means to auto import leads from e-mail, add notes, create proposals. Arrange your leads in phases and alter phases simply with drag and drop.
- Create good trying proposals for leads or clients and improve gross sales.
- Information your organization/challenge bills and have the flexibility to invoice to your clients and auto convert to bill.
- Know extra about your clients with highly effective CRM.
- Enhance buyer retention through built-in Surveys.
- Use the Targets Monitoring characteristic to maintain gross sales targets in thoughts.
- Create bulletins in your employees members and clients.
- Use Contracts characteristic to lock in present and future gross sales.
- Customized fields can retailer additional data for patrons, leads and extra.
- Obtain funds from Paypal and Stripe in several currencies.
- Tons of configurable choices.
- Type the CRM to your organization branding with the highly effective theme styling characteristic.
- Separated media folder for non-admin employees members to work contained in the CRM and arrange their uploads and information.
- Nice trying calendar for every employees member based mostly on employees permissions.
- Comply with ups, experiences, notes, information and lots of extra options.
CRMs must deal with clients and Perfex CRM does that with a strong assist system that helps you monitor and resolve points rapidly through the built-in ticket system and buyer reminders. Assign reminders to your self, one or many employees members and with one click on, reminders will be despatched to e-mail and in-app notification system. These options and extra can take buyer satisfaction to the following degree.
Perfex CRM has many options designed to suit many purposes. Learn extra in regards to the options beneath and take a look at the demo to see how Perfex CRM may also help you succeed.
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Prospects
Simply handle your clients and their contacts, create a number of contacts in your clients and set correct permissions. Prospects space is totally separated from the admin space. Purchasers have their very own consumer portal with all monetary knowledge out of your firm offered in clear view.
Invoices
Perfex means that you can hold in monitor your invoices, objects and generate experiences. Add new currencies, utilizing a number of currencies is allowed by beforehand setup buyer forex. Bill with completely different tax based mostly on merchandise.
Recurring Invoices
Create recurring invoices that shall be re-created mechanically with out you lifting a finger, based mostly on the desired interval for the recurring bill. The interval time could possibly be days, weeks, months or years.
Recurring Bills
Creating recurring bills. Arrange a recurring expense and the expense will mechanically be re-created after the desired interval. The interval time could possibly be days, weeks, months or years
Estimates
Create estimate inside a minute, despatched to your clients and wait to simply accept, add notes for higher group in your subsequent actions, create reminders. Means to auto convert the estimate to bill after buyer settle for.
Proposals
Create good trying proposals for leads or clients and improve gross sales. Obtain notification when proposal is accepted/declined and auto ship thanks e-mail to your buyer after accepting the proposal. Proposal overdue discover earlier than X days obtainable.
On-line Funds
Obtain funds from Paypal, Stripe, Mollie, Authorize.internet, 2Checkout, PayU Cash and Braintree, we have now applied fee gateways which are obtainable in many of the international locations.
Tasks
Handle tasks and monitor time spent on challenge for every employees member. Document challenge bills and invoices and invoice your purchasers sooner. Skilled Gantt Chart included for every challenge and employees member.
Milestones
Create milestones for tasks and monitor time spend based mostly on milestone. Means to Drag and Drop duties between milestones.
Leads
Leads or potential purchasers are actually vital half to any firm. Each firm making an attempt on a regular basis to get new leads. Very offen happend some potential consumer to name and ask for particular service that you just firm serve after which typically that is forgotten. With Perfex CRM you’ll always remember your potential purchasers and it is possible for you to to handle all of them in a single place. Maintain monitor of leads in a single place and simply comply with their progress. Means to auto import leads from e-mail, add notes, create proposals. Arrange your leads in phases and alter phases simply with drag and drop. Means to auto import leads from emails and internet to guide types, import leads from .CSV file included.
Net to Lead Types
Create limitless internet to guide types and inject in your touchdown web page or web site. This characteristic means that you can import leads into Perfex CRM from kind. Use internet to guide types to assemble potential purchasers data, enable them to request quotes instantly out of your web site.
Contracts
You may add new contracts based mostly in your purchasers. Including contracts may be very easy, you’ll be able to set begin date and finish date and have clear view of all of your firm contracts in a single place. You wont want anymore to go looking in your desk paperwork. Create PDF contracts and ship to your clients from Perfex CRM. Contract overdue reminders obtainable.
Tickets
Nice assist ticket system with autoresponse, personal ticket employees notes, ticket assignments, attachments, predefined ticket replies, insert data base hyperlink, ticket priorities, ticket statuses. Characteristic for auto importing tickets through E-mail Forwarder/IMAP technique included. Let your buyer reply and create new tickets through e-mail, with out accesing the consumer portal.
Departments
Assign your employees to particular departments and talent to auto import tickets by division e-mail.
Customized Fields
Customized fields can retailer additional data for patrons, leads, tickets, invoices, comapany, estimates and extra.
Employees Reminders
Setup employees reminders for workers member with skill to inform by e-mail and built-in. Reminders can be found for vital options.
Theme Styling with out coding
Type the CRM to your organization branding with the highly effective theme styling characteristic. To suit greatest in your wants create customized.css and add your individual kinds.
Occasions
Create personal or public occasions. Obtain notification when an occasion is coming built-in and e-mail.
Simply re-organize admin menu
You may re-organize admin foremost menu and the setup menu from in few seconds, you want solely to login in your admin space. No coding is required. Add/Take away icons to suit in your wants.
E-mail Templates
Setup predefined e-mail templates from textual content editor. Merge fields obtainable and multi language choices obtainable.
Employees Roles & Permissions
You may give employees a selected permissions what can do or can’t do. Position permissions will be overided for every employees.
Targets Monitoring
Setup targets and monitoring achievements. Use the Targets Monitoring characteristic to maintain gross sales targets in thoughts.
Private Todo
Each employees member can have their very own private todo dashboard which is able to enable your employees member to simply arrange the their work.
Employees
Handle all of your employees members from one place.
Firm Newsfeed
Share nice firm occasions, add paperwork, simple workers communications.
Employees Duties
Assign job to a number of workers, add job followers, job feedback allowed, job attachments. Hyperlink duties to many Perfex CRM options and keep organized.
Recurring Duties
Create duties that shall be auto created for a given interval.
Surveys
Create surveys with one click on. Ship to employees, leads, purchasers or manually created mail lists. Enhance buyer retention through built-in Surveys.
Experiences
Experiences
Gross sales
Bills Report
Experiences by buyer
Customized date picker
Leads Conversions
Information base articles (Observe in case your article is usefull to purchasers, enhance textual content based mostly on votes)
Information Base
Add data base articles from textual content editor. “Did you discover this text helpful?” vote included in purchasers space.
Media Library
Add information in media library. Every employees member that’s not admin have their very own folder for importing information.
Auto Backup Database
Setup auto backup database every X days to stop dropping your vital knowledge.
Delicate knowledge is encrypted
Perfex CRM encrypts all delicate knowledge within the database with distinctive encryption key. Encryption carried out on e-mail passwords, api keys, api passwords and so forth..
Server Facet Datatables
Perfex CRM is utilizing serverside datatables to completely deal with massive databases.
Responsive
Perfex is totally responsive. You may simply entry your knowledge from cell or pill.
Google reCaptcha
Google reCaptcha obtainable for admin login, buyer login and buyer register space.
Motion Hooks
To forestall modifying the core information we created motion hooks for some vital functionalities. Ship us an e-mail if you would like we to incorporate one other motion hook based mostly in your wants.
Exercise Log
Observe all employees exercise. Including new objects, creating, deleting.
Flexibility
Perfex CRM is admittedly versatile, we have now included choices that can make Perfex CRM to suit in your firm necessities. Tons of choices included, overwriting language textual content, for extra superior customers customized CSS file to vary any kinds you need, edit VIEW/HTML information with out want to fret when performing improve and even motion hooks
Third Social gathering Modules
- Perfex CRM Worker Chat
- Appointly – Perfex CRM Appointments
- Perfex CRM Gentle Theme
- Perfex CRM Darkish Theme
- Paystack Fee Gateway for Perfex CRM
- Drag and Drop Perfex CRM E-mail Builder
- REST API for Perfex CRM
- SendinBlue SMS notification Module for Perfex CRM
- Click on right here to examine the total modules assortment