Perfex CRM is self hosted Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design, Perfex CRM can help you look more professional to your customers and help improve business performance at the same time.
Managing customers is important and Perfex CRM helps in several ways:
CRMs need to focus on customers and Perfex CRM does that with a powerful support system that helps you track and resolve issues quickly via the integrated ticket system and customer reminders. Assign reminders to yourself, one or many staff members and with one click, reminders can be sent to email and in-app notification system. These features and more can take customer satisfaction to the next level.
Perfex CRM has many features designed to fit many applications. Read more about the features below and try the demo to see how Perfex CRM can help you succeed.
If you want to contribute translation please send us at info@perfexcrm.com
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Customers
Invoices
Recurring Invoices
Recurring Expenses
Estimates
Proposals
Online Payments
Projects
Milestones
Leads
Web to Lead Forms
Contracts
Tickets
Departments
Custom Fields
Staff Reminders
Theme Styling without coding
Events
Easily re-organize admin menu
Email Templates
Staff Roles & Permissions
Goals Tracking
Personal Todo
Staff
Company Newsfeed
Staff Tasks
Recurring Tasks
Surveys
Reports
Knowledge Base
Media Library
Auto Backup Database
Sensitive data is encrypted
Server Side Datatables
Responsive
Google reCaptcha
Action Hooks
Activity Log
Flexibility
| High Resolution | Yes |
| Compatible Browsers | Firefox, Safari, Opera, Chrome, Edge |
| Files Included | JavaScript JS, HTML, CSS, PHP, SQL |
| Software Framework | CodeIgniter |
| Software Version | PHP 8.x, MySQL 8.x, MySQL 5.x |
| Tags | client management, codeigniter, crm, estimates, expenses, invoice, lead management system, leads, project management, proposals, Recurring Invoice, support ticket, surveys, task, task management |
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