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 will help you look extra skilled to your prospects and assist enhance enterprise efficiency on the identical 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 will help you look extra skilled to your prospects and assist enhance enterprise efficiency on the identical time.
Managing prospects is necessary and Perfex CRM helps in a number of methods:
- Handle and bill initiatives with the highly effective Mission Administration Function.
- Hyperlink duties to many Perfex CRM options and keep organized.
- Construct skilled, nice trying estimates and invoices.
- Highly effective help system with means to auto import tickets.
- Monitor time spent on duties and invoice your prospects. Means to assign a number of employees members on process and observe timer per assigned employees.
- Add process followers even when the employees will not be undertaking member. The employees member will be capable of observe the duty progress with out accessing the undertaking.
- Maintain observe of leads in a single place and simply comply with their progress. Means to auto import leads from electronic mail, add notes, create proposals. Arrange your leads in levels and alter levels simply with drag and drop.
- Create good trying proposals for leads or prospects and improve gross sales.
- Information your organization/undertaking bills and have the flexibility to invoice to your prospects and auto convert to bill.
- Know extra about your prospects with highly effective CRM.
- Enhance buyer retention through built-in Surveys.
- Use the Objectives Monitoring function to maintain gross sales objectives in thoughts.
- Create bulletins in your employees members and prospects.
- Use Contracts function to lock in present and future gross sales.
- Customized fields can retailer additional info for patrons, leads and extra.
- Obtain funds from Paypal and Stripe in several currencies.
- Tons of configurable choices.
- Fashion the CRM to your organization branding with the highly effective theme styling function.
- Separated media folder for non-admin employees members to work contained in the CRM and manage their uploads and recordsdata.
- Nice trying calendar for every employees member based mostly on employees permissions.
- Observe ups, studies, notes, recordsdata and lots of extra options.
CRMs must concentrate on prospects and Perfex CRM does that with a strong 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 employees members and with one click on, reminders could be despatched to electronic mail and in-app notification system. These options and extra can take buyer satisfaction to the subsequent degree.
Perfex CRM has many options designed to suit many purposes. Learn extra in regards to the options beneath and check out the demo to see how Perfex CRM will help you succeed.
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Clients
Simply handle your prospects and their contacts, create a number of contacts in your prospects and set correct permissions. Clients space is totally separated from the admin space. Shoppers have their very own shopper portal with all monetary knowledge out of your firm offered in clear view.
Invoices
Perfex means that you can preserve in observe your invoices, objects and generate studies. Add new currencies, utilizing a number of currencies is allowed by beforehand setup buyer foreign money. Bill with completely different tax based mostly on merchandise.
Recurring Invoices
Create recurring invoices that will likely be re-created routinely with out you lifting a finger, based mostly on the required interval for the recurring bill. The interval time may very well be days, weeks, months or years.
Recurring Bills
Creating recurring bills. Arrange a recurring expense and the expense will routinely be re-created after the required interval. The interval time may very well be days, weeks, months or years
Estimates
Create estimate inside a minute, despatched to your prospects 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 prospects and improve gross sales. Obtain notification when proposal is accepted/declined and auto ship thanks electronic mail to your buyer after accepting the proposal. Proposal overdue discover earlier than X days out there.
On-line Funds
Obtain funds from Paypal, Stripe, Mollie, Authorize.web, 2Checkout, PayU Cash and Braintree, we have now applied fee gateways which might be out there in many of the international locations.
Initiatives
Handle initiatives and observe time spent on undertaking for every employees member. Report undertaking bills and invoices and invoice your purchasers quicker. Skilled Gantt Chart included for every undertaking and employees member.
Milestones
Create milestones for initiatives and observe time spend based mostly on milestone. Means to Drag and Drop duties between milestones.
Leads
Leads or potential purchasers are actually necessary half to any firm. Each firm attempting on a regular basis to get new leads. Very offen happend some potential shopper to name and ask for particular service that you simply 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 observe of leads in a single place and simply comply with their progress. Means to auto import leads from electronic mail, add notes, create proposals. Arrange your leads in levels and alter levels simply with drag and drop. Means to auto import leads from emails and net to steer types, import leads from .CSV file included.
Internet to Lead Types
Create limitless net to steer types and inject in your touchdown web page or web site. This function means that you can import leads into Perfex CRM from kind. Use net to steer types to assemble potential purchasers info, permit them to request quotes immediately out of your web site.
Contracts
You possibly can 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 look in your desk paperwork. Create PDF contracts and ship to your prospects from Perfex CRM. Contract overdue reminders out there.
Tickets
Nice help ticket system with autoresponse, personal ticket employees notes, ticket assignments, attachments, predefined ticket replies, insert data base hyperlink, ticket priorities, ticket statuses. Function for auto importing tickets through E-mail Forwarder/IMAP technique included. Let your buyer reply and create new tickets through electronic mail, with out accesing the shopper portal.
Departments
Assign your employees to particular departments and skill to auto import tickets by division electronic mail.
Customized Fields
Customized fields can retailer additional info for patrons, leads, tickets, invoices, comapany, estimates and extra.
Workers Reminders
Setup employees reminders for workers member with means to inform by electronic mail and built-in. Reminders can be found for necessary options.
Theme Styling with out coding
Fashion the CRM to your organization branding with the highly effective theme styling function. To suit greatest in your wants create customized.css and add your personal kinds.
Occasions
Create personal or public occasions. Obtain notification when an occasion is coming built-in and electronic mail.
Simply re-organize admin menu
You possibly can re-organize admin primary 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 electronic mail templates from textual content editor. Merge fields out there and multi language choices out there.
Workers Roles & Permissions
You can provide employees a particular permissions what can do or can’t do. Function permissions could be overided for every employees.
Objectives Monitoring
Setup objectives and monitoring achievements. Use the Objectives Monitoring function to maintain gross sales objectives in thoughts.
Private Todo
Each employees member can have their very own private todo dashboard which is able to permit your employees member to simply manage the their work.
Workers
Handle all of your employees members from one place.
Firm Newsfeed
Share nice firm occasions, add paperwork, straightforward workers communications.
Workers Duties
Assign process to a number of workers, add process followers, process feedback allowed, process attachments. Hyperlink duties to many Perfex CRM options and keep organized.
Recurring Duties
Create duties that will likely 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.
Reviews
Reviews
Gross sales
Bills Report
Reviews by buyer
Customized date picker
Leads Conversions
Information base articles (Monitor 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 recordsdata in media library. Every employees member that isn’t admin have their very own folder for importing recordsdata.
Auto Backup Database
Setup auto backup database every X days to forestall dropping your necessary knowledge.
Delicate knowledge is encrypted
Perfex CRM encrypts all delicate knowledge within the database with distinctive encryption key. Encryption carried out on electronic mail passwords, api keys, api passwords and so on..
Server Facet Datatables
Perfex CRM is utilizing serverside datatables to completely deal with massive databases.
Responsive
Perfex is totally responsive. You possibly can simply entry your knowledge from cellular or pill.
Google reCaptcha
Google reCaptcha out there for admin login, buyer login and buyer register space.
Motion Hooks
To forestall modifying the core recordsdata we created motion hooks for some necessary functionalities. Ship us an electronic mail in order for you we to incorporate one other motion hook based mostly in your wants.
Exercise Log
Monitor all employees exercise. Including new objects, creating, deleting.
Flexibility
Perfex CRM is de facto versatile, we have now included choices that may make Perfex CRM to suit in your firm necessities. Lots of choices included, overwriting language textual content, for extra superior customers customized CSS file to alter any kinds you need, edit VIEW/HTML recordsdata with out want to fret when performing improve and even motion hooks.