Perfex CRM is full Customer Relationship Management software program program that could be a pleasant match for almost any agency, freelancer or many alternative makes use of. With its clear and modern design, Perfex CRM can help you look further expert to your shoppers and help improve enterprise effectivity on the same time. Managing shoppers is critical and Perfex CRM helps in various strategies:
- Manage and invoice duties with the extremely efficient Project Management Feature.
- Link duties to many Perfex CRM choices and hold organized.
- Build expert, good making an attempt estimates and invoices.
- Powerful help system with ability to auto import tickets.
- Track time spent on duties and bill your shoppers. Ability to assign various staff members on exercise and monitor timer per assigned staff.
- Add exercise followers even when the workers is not going to be endeavor member. The staff member shall be able to monitor the obligation progress with out accessing the endeavor.
- Keep monitor of leads in a single place and merely observe their progress. Ability to auto import leads from e mail, add notes, create proposals. Organize your leads in ranges and change ranges merely with drag and drop.
- Create good making an attempt proposals for leads or shoppers and improve product sales.
- Records your group/endeavor payments and have the facility to bill to your shoppers and auto convert to invoice.
- Know further about your shoppers with extremely efficient CRM.
- Increase purchaser retention by the use of built-in Surveys.
- Use the Goals Tracking attribute to take care of product sales goals in ideas.
- Create bulletins in your staff members and shoppers.
- Use Contracts attribute to lock in current and future product sales.
- Custom fields can retailer additional knowledge for patrons, leads and further.
- Receive funds from Paypal and Stripe in quite a few currencies.
- Tons of configurable selections.
- Style the CRM to your group branding with the extremely efficient theme styling attribute.
- Separated media folder for non-admin staff members to work contained within the CRM and organize their uploads and info.
- Great making an attempt calendar for each staff member primarily based totally on staff permissions.
- Follow ups, research, notes, info and many further choices.
CRMs need to offer consideration to shoppers and Perfex CRM does that with a strong help system that helps you monitor and resolve factors quickly by the use of the built-in ticket system and purchaser reminders. Assign reminders to your self, one or many staff members and with one click on on, reminders may be despatched to e mail and in-app notification system. These choices and further can take purchaser satisfaction to the following diploma. Perfex CRM has many choices designed to swimsuit many functions. Read further regarding the choices beneath and attempt the demo to see how Perfex CRM can help you succeed.
Account Planning module for Perfex CRM v1.0Weboox Convert - Perfex CRM to app Android v6.0REST API for Perfex CRM v1.0.0Perfex CRM Chat v1.4Call Log module for Perfex CRM v1.0GoCardless Payment Gateway for Perfex CRM v1.0.0Facebook Leads integration module for Perfex CRM v1.0.0cAssets Management module for Perfex CRM v1.0aAppointly - Perfex CRM Appointments v1.1.4Mailbox - Webmail shopper for Perfex CRM v1.0hWeboox PRO theme for Perfex CRM v1.3Human Resources Management - HR module for Perfex CRM v1.0dMercado Pago Payment Gateway for Perfex CRM v1.1Drag and Drop Perfex CRM Email Builder v2.0.1Perfex Shop - Sell your Products with Inventory Management (E-commerce module) v1.0dWordFex - Syncronize WordPress with Perfex v1.0Mercado Pago Payment Gateway for Perfex CRM v1.1Perfex CRM - Flat theme v1.6Perfex CRM and TelegramBot Chat Module v1.0.0Perfex CRM - Customer Feedback Module v1.0Inventory Management for Perfex CRM v1.0Purchase Management for Perfex CRM v1.0Recruitment Management for Perfex CRM v1.0WooCommerce Module for Perfex CRMv2.2.0cOmni Channel Sales for Perfex CRM v1.0.0
Old variations :
version 2.9 version 2.9.1 versions 2.9.2
|File Size||41.74 MB|
|Demo Link||Demo Link|
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