Perfex CRM PHP Scripts Features

  • Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
  • Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop.
  • Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
  • Great looking calendar for each staff member based on staff permissions.
  • Follow ups, reports, notes, files and many more features.
  • Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
  • Receive payments from Paypal and Stripe in different currencies.
  • Create good looking proposals for leads or customers and increase sales.
  • Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project.
  • Powerful support system with ability to auto import tickets.
  • Custom fields can store extra information for customers, leads and more.
  • Style the CRM to your company branding with the powerful theme styling feature.
  • Tons of configurable options.
  • Use the Goals Tracking feature to keep sales goals in mind.
  • Know more about your customers with powerful CRM.
  • Increase customer retention via built-in Surveys.
  • Build professional, great looking estimates and invoices.
  • Use Contracts feature to lock in current and future sales.
  • Create announcements for your staff members and customers.
  • Manage and invoice projects with the powerful Project Management Feature.
  • Link tasks to many Perfex CRM features and stay organized.
  • Perfex 2.9.4 - Powerful Open Source CRM

    Perfex CRM is self hosted Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses.

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