Perfex Powerful Open Source CRM Free Download Self-Hosted is customer relationship management software that is suitable for almost any company, freelancer, or many other uses.
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Perfex – Powerful Open Source CRM Key Features
- Manage and invoice projects with the powerful project management feature.
- Link tasks with multiple Perfex CRM features and stay organized.
- Create professional, great looking estimates and invoices.
- Powerful support system with auto import ticket capability.
- Track time spent on tasks and bill your clients. Ability to assign multiple staff members to tasks and track timers per assigned staff.
- Add task followers even if staff is not a project member. The staff member will be able to track work progress without having access to the project.
- Track leads in one place and easily follow their progress. Ability to auto import from email, add notes, create proposals. Organize your leads into stages and easily change stages with drag and drop.
- Create great looking offers for leads or customers and drive sales.
- Records your company/project expenses and has the ability to bill your customers and automatically convert to invoices.
- Learn more about your customers with powerful CRM.
- Increase customer retention through built-in surveys.
- Use the goal tracking feature to keep track of sales goals.
- Create announcements for your staff members and customers.
- Use the contract feature to lock in current and future sales.
- Custom fields can store additional information for customers, leads, etc.
- Receive payments in multiple currencies from PayPal and Stripe.
- Tons of configurable options.
- Style CRM for your company branding with the powerful theme styling feature.
- Separate media folder for non-admin staff members to work inside CRM and organize their uploads and files.
Perfex – Powerful Open Source CRM Documentation
Please remember that if you want technical support for these files, you can purchase it separately from the original developer of these scripts. This will also help them financially for further development.
Perfex Powerful Open Source CRM Free Download
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