Perfex CRM is a self-hosted Buyer Relationship Administration system that could be utilized by virtually any enterprise, freelancer, or for a wide range of different functions. Perfex CRM’s clear and fashionable fashion could make you seem extra skilled to your shoppers whereas additionally enhancing enterprise efficiency.
CRMs have to deal with clients and Perfex CRM does that with a strong help system that helps you monitor and resolve points shortly 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 subsequent degree.
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 strong Undertaking Administration Function means that you can handle and bill initiatives.
- Keep organized by linking duties to quite a few Perfex CRM options.
- Create skilled estimates and invoices that look unbelievable.
- Assist system with the flexibility to mechanically import tickets.
- Preserve monitor of how a lot time you spend on every job and invoice your shoppers accordingly. Means to assign quite a few staff to a job and monitor timers for every worker.
- Even when the workers is just not a venture participant, they are often added as job followers. With out gaining access to the venture, the workers member will be capable to comply with the duty’s progress.
- Preserve monitor of leads in a single spot and watch their development with ease. Means to enter leads from e mail, add feedback, and construct proposals mechanically. Set up your leads into levels and effortlessly change between them utilizing drag and drop.
- Improve gross sales by creating engaging proposals for leads or shoppers.
- Preserve monitor of your organization/venture 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 clients.
- Buyer retention could also be improved with built-in surveys.
- Preserve monitor of your gross sales targets utilizing the Targets Monitoring operate.
- Make bulletins to your shoppers and staff.
- To lock in present and future gross sales, use the Contracts software.
- Customized fields could also be used to carry further data for patrons, 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.
- Observe-ups, studies, notes, and recordsdata are just some of the choices accessible.
Changelog: Perfex v2.9.3 – Highly effective Open Supply CRM
Model 2.9.3 – Upkeep
January 17, 2022
Repair Mollie cost gateway generally not recording funds.
Repair cron not working due to invalid imap namespace.
Repair subject with tags overflowing on cellular.
Replace: Present no less than 1% progress for invoices awaiting cost
Model 2.9.1
September 29, 2021
Add strike by means of in venture discussions
Add badges in leads profile tabs for duties, proposals, notes, attachments.
Added skill to specify redirect URL after submission for net to steer and estimate request kinds.
Add choice to set venture identify when copying the venture.
Up to date: Activity 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 venture recordsdata will likely be renamed with distinctive hash.
Up to date: Ticket CC will likely be remembered when ticket is imported through pipe or IMAP.
Up to date: Zoom allowed on cellular units.
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 venture convert job date format inflicting 500 error.
Repair job change hook not fired when job up to date.
Repair assertion filename doesn’t comprise 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 skill to configure reminders to be despatched for accomplished however non-billed duties.
Added skill to merge a number of tickets into one.
Added skill so as to add batch bill funds.
Added proposal and contract date created merge fields.
Added skill to specifiy deal identify prefix when importing offers through net 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 data base article for patrons space.
Added skill to specifiy milestone begin date.
Added “Open in Map” button to buyer profile map.
Up to date: Stripe subscriptions will load all plans as an alternative of max 100.
Up to date: Kanban with higher AJAX loading.
Up to date: Modifying venture received’t be doable on signed contracts.
Up to date: Expense quantity will likely be hidden from venture 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 likely be mechanically 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 clients space.
Repair credit score utilized to draft bill provides invalid bill quantity.
Repair convert estimate to venture job date format.
Repair venture 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 mechanically 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 skill to edit timesheet within the job modal.
Added job due date in duties kan ban card.
Added permissions for timesheets.
Added cover venture milestone from buyer choice.
Added skill to specify job assignees and follower when creating new job.
Added skill to recollect the final used CC when creating/replying to a ticket.
Added skill to view and delete queued emails.
Added skill to specificy button background and textual content colour on net to steer and estimate request kinds.
Added MSG91 DLT Template ID for every set off.
Added choice to automaticaly cease job timers after specified hours.
Added skill 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 embrace signer particulars.
Up to date: The time step on calendar Occasion and reminder datepicker will likely be half-hour as an alternative of 1 hour.
Up to date: Stripe new rules for Indian clients.
Up to date: Enable 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 likely be faraway from the dropdown.
Replace: Added loading spinners on exterior kinds submit buttons (ticket, estimate request, net to steer).
Up to date: Enable job creator to assign person to guidelines merchandise.
Up to date: Funds chart dashboard widget with skill 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 job creator not up to date correctly when copying job.
Mounted assertion balances incorrect when when credit score word 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 cost not recorded.
Mounted estimate report dropdown duplicate yr.
Mounted non-admin can not bulk assign to leads.
Mounted objectives visibility on dashboard.
Mounted can not search tables with underscore.
Mounted tickets not seen on clients space when allowed for the contact.
Repair ticket convert to job attachments not transfered.
Repair inline attachments no imported through pipe.php
2.8.3
Add skill to set a customized area default worth
Added permissions for initiatives milestones
Added skill to specify which contacts can obtain project-related notifications, per venture
Added bulk actions for bills desk
Added choice to point out estimate request hyperlink in clients space navigation
Added skill to transform estimate to venture
Added skill to specify database backup hour
Added skill for ticket kind, net 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 likely be displayed on PDF and HTML.
Added skill for ticket kind, net to steer kind, and estimate request kind to supply ?styled=1 parameter within the URL for extra handy design on direct hyperlink sharing
Replace Mollie cost 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 clients space to not be fastened
Eliminated choice for scroll responsive tables, the tables will likely be all the time scroll responsive
Repair no house after low cost phrase on PDF.
Repair bill overdue cron job failing on MySQL 8
Repair convert estimate request
Repair fallacious spelling of Philippines nation identify
Repair venture setting add job attachment on clients space.
2.8.4
Mounted subject with calendar loading.
Model 2.8.2
March 18, 2021
Added skill so as to add an assignee to job guidelines merchandise.
Added skill to cover/present accomplished job guidelines gadgets.
Enhancements in workers delete knowledge switch.
Mounted timesheets overview report.
Mounted venture 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 cost receipt e mail
Add new function create estimate request kinds
Add copy merchandise function
Add bulk replace the billable area for duties
Added skill to filter bills by cost mode on bills desk and detailed report
Add skill to bulk export bills
Add whole leads and whole worth in leads kanban
Added skill person to pick out a number of recordsdata on net to steer kind file area.
Means to ship bill due reminders earlier than the bill is overdue.
Enable zero with decimals in credit score word refund
Modified: Employees can handle followers/assignees provided that creator
Modified: Draft invoices will likely be all the time sorted on high
Repair a number of merge fields in URL placeholder
Repair can not save forex with clean thousand separator
Repair shorturl fallacious hyperlink when utilizing Bit.ly for SMS.
Repair duties modal on shut description not saved
Repair venture export alignment
Mounted a difficulty the place an merchandise is just not added within the bill after merchandise removing.
Repair picture dimension 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
Undertaking 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: Enable hyperlinks in piped tickets
Mounted incorrect bill quantity when sending/creating bill.
Added after venture copied hook (dev)
Added person widget hooks (dev)
Model 2.7.2
December 3, 2020
Mounted battle from not appropriate 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 job feedback
Added point out function for venture discussions
Added skill to decide on ticket division folder
Added skill to decide on leads e mail integration folder
Up to date: Enable creating credit score word with the identical quantity for a distinct yr
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 skill to create contract and proposal templates through the UI. (not wanted to do through recordsdata).
Added skill contact to decide on a language on register
Added skill to spherical timesheets on timesheets studies 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/modifying subscription
Repair bill gadgets desk not utilizing forex separators
Up to date: Stripe subscription plans will use the product identify as an alternative of plan identify.
Repair get customers that may entry job doesn’t obtain a notification on new feedback.
Mounted points with auto importing tickets/leads
Mounted workers can not create a job when stopping the timer
Mounted draft bill quantity not up to date when updating cost
Mounted subscription inner show.
Mounted duplicate menu gadgets from modules.
Mounted contracts widget order not utilized
Mounted job reminder URL
Mounted venture dialogue replace
Model 2.7.0
August 17, 2020
Added skill to specify duties cron job automation hours.
Added skill to create a job whereas stopping the timer with out a job.
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 based mostly on the duty precedence.
Added skill on clients space contact to pick out language on the login web page.
Billed duties created from the shopper, received’t be editable within the clients space.
Added skill main contact to create and edit different buyer contacts within the clients 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 clients space to have horizontal scroll as an alternative of stacking the milestones columns.
Totally changed the IMAP library for studying emails.
Mounted bills detailed report not loading generally.
Mounted generally Gantt date replace clears job dates.
Mounted hard-coded desk identify in Dashboard mode.
Mounted pre tags in job 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 occasions.
⭐See extra: Synthesis of free PHP Scripts, frequently up to date
Obtain Perfex v2.9.3 Nulled – Highly effective Open Supply CRM
Obtain hyperlink