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Perfex CRM v2.9.1 + Addons – Powerful Open Source CRM – Free Download

Perfex CRM – 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. 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.

Demo: https://codecanyon.net/item/perfex-powerful-open-source-crm/14013737

Managing customers is important and Perfex CRM helps in several ways:

  • Manage and invoice projects with the powerful Project Management Feature.
  • Link tasks to many Perfex CRM features and stay organized.
  • Build professional, great looking estimates and invoices.
  • Powerful support system with ability to auto import tickets.
  • Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
  • 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.
  • 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.
  • Create good looking proposals for leads or customers and increase sales.
  • Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
  • Know more about your customers with powerful CRM.
  • Increase customer retention via built-in Surveys.
  • Use the Goals Tracking feature to keep sales goals in mind.
  • Create announcements for your staff members and customers.
  • Use Contracts feature to lock in current and future sales.
  • Custom fields can store extra information for customers, leads and more.
  • Receive payments from Paypal and Stripe in different currencies.
  • Tons of configurable options.
  • Style the CRM to your company branding with the powerful theme styling feature.
  • Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
  • Great looking calendar for each staff member based on staff permissions.
  • Follow ups, reports, notes, files and many more features.

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

Available Addon Package

Account Planning module for Perfex CRM v1.0
All-in-one Support module for Perfex 1.0
Weboox Convert – Perfex CRM to app Android v6.0
Weboox Convert – Perfex CRM to app Windows v3.0
REST API for Perfex CRM v1.0.0
Perfex CRM Chat v1.4
Call Log module for Perfex CRM v1.1.0
GoCardless Payment Gateway for Perfex CRM v1.0.0
Facebook Leads integration module for Perfex CRM v1.0.0c
Assets Management module for Perfex CRM v1.0a
Appointly – Perfex CRM Appointments v1. 1.4
Mailbox – Webmail client for Perfex CRM v1.0k
Weboox PRO theme for Perfex CRM v1.3
Human Resources Management – HR module for Perfex CRM v1.0d
Mercado Pago Payment Gateway for Perfex CRM v1.1
Drag and Drop Perfex CRM Email Builder v2.0.1
Perfex Shop – Sell your Products with Inventory Management (E-commerce module) v1.1.0c
WordFex – Syncronize WordPress with Perfex v1.0
Mercado Pago Payment Gateway for Perfex CRM v1.1
Perfex CRM – Flat theme v1.6
Perfex CRM Office Theme v1.2.3
Mention and Tag for Perfex CRM v1.0.2
Multi-Page Web to Lead Form Module v1.0.3
Perfex CRM and TelegramBot Chat Module v1.0.0
Perfex CRM – Customer Feedback Module v1. 0
Perfex CRM Dark Theme v1.1.5
Perfex Zoom Meeting Module v1.0
Inventory Management for Perfex CRM v1.0
Purchase Management for Perfex CRM v1.0
Razorpay Payment Gateway for Perfex CRM v1.0
Recruitment Management for Perfex CRM v1.0
WooCommerce Module for Perfex CRMv2.2.0c
Omni Channel Sales for Perfex CRM v1.0.0
Project Roadmap – Advanced Reporting for Perfex CRM Projects v1.0a
Custom SMS & Email Notifications for Perfex CRM v2.3.0
Custom Task Filters Module for Perfex CRM v1.1.0
Tasks Bookmark module for Perfex CRM v1.0.0
Team Password for Perfex CRM v1.0.6
OKRs – Objectives and Key Results for Perfex CRM v1.0.1
Sales Commission Program for Perfex CRM v1.0.3
Custom javascript module for Perfex v1.0a
WhatsApp module for Perfex CRM v1.0
HR Records for Perfex CRM v1.0.1
Accounting and Bookkeeping for Perfex CRM v1.0.0
Perfex CRM – Flat admin theme v1.0.1
Shopier Payment Gateway for Perfex CRM v1.0.0
Spreadsheet Online for Perfex CRM v1.0.5
CLIENT APP FOR PERFEX CRM v1.0
and many others …

CONSIDERING PURCHASING PERFEX CRM?

Please view our support tab for important notes and considerations

Perfex - Powerful Open Source CRM - 6 Perfex - Powerful Open Source CRM - 7

Customers

Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. Customers area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view.

Invoices

Perfex allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoice with different tax based on item.

Recurring Invoices

Create recurring invoices that will be re-created automatically without you lifting a finger, based on the specified period for the recurring invoice. The period time could be days, weeks, months or years.

Recurring Expenses

Creating recurring expenses. Set up a recurring expense and the expense will automatically be re-created after the specified period. The period time could be days, weeks, months or years

Estimates

Create estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept.

Proposals

Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto send thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available.

Online Payments

Receive payments from Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money and Braintree, we have implemented payment gateways that are available in most of the countries.

Projects

Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.

Milestones

Create milestones for projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones.

Leads

Leads or potential clients are really important part to any company. Every company trying everyday to get new leads. Very offen happend some potential client to call and ask for specific service that you company serve and then sometimes this is forgotten. With Perfex CRM you will never forget your potential clients and you will be able to manage all of them in one place. 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. Ability to auto import leads from emails and web to lead forms, import leads from .CSV file included.

Web to Lead Forms

Create unlimited web to lead forms and inject in your landing page or website. This feature allows you to import leads into Perfex CRM from form. Use web to lead forms to gather potential clients information, allow them to request quotes directly from your website.

Contracts

You can add new contracts based on your clients. Adding contracts is very simple, you can set start date and end date and have clear view of all your company contracts in one place. You wont need anymore to search in your desk documents. Create PDF contracts and send to your customers from Perfex CRM. Contract overdue reminders available.

Tickets

Great support ticket system with autoresponse, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses. Feature for auto importing tickets via Email Forwarder/IMAP method included. Let your customer reply and create new tickets via email, without accesing the client portal.

Departments

Assign your staff to specific departments and ability to auto import tickets by department email.

Custom Fields

Custom fields can store extra information for customers, leads, tickets, invoices, comapany, estimates and more.

Staff Reminders

Setup staff reminders for staff member with ability to notify by email and built-in. Reminders are available for important features.

Theme Styling without coding

Style the CRM to your company branding with the powerful theme styling feature. To fit best for your needs create custom.css and add your own styles.

Events

Create private or public events. Receive notification when an event is coming built-in and email.

Easily re-organize admin menu

You can re-organize admin main menu and the setup menu from in few seconds, you need only to login in your admin area. No coding is required. Add/Remove icons to fit for your needs.

Email Templates

Setup predefined email templates from text editor. Merge fields available and multi language options available.

Staff Roles & Permissions
You can give staff a specific permissions what can do or can’t do. Role permissions can be overided for each staff.

Goals Tracking

Setup goals and tracking achievements. Use the Goals Tracking feature to keep sales goals in mind.

Personal Todo

Every staff member can have their own personal todo dashboard which will allow your staff member to easily organize the their work.

Staff

Manage all your staff members from one place.

Company Newsfeed

Share great company events, upload documents, easy employees communications.

Staff Tasks

Assign task to multiple employees, add task followers, task comments allowed, task attachments. Link tasks to many Perfex CRM features and stay organized.

Recurring Tasks

Create tasks that will be auto created for a given period.

Surveys

Create surveys with one click. Send to staff, leads, clients or manually created mail lists. Increase customer retention via built-in Surveys.

Reports

Reports
Sales
Expenses Report
Reports by customer
Custom date picker
Leads Conversions
Knowledge base articles (Track if your article is usefull to clients, improve text based on votes)

Knowledge Base

Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.

Media Library

Upload files in media library. Each staff member that is not admin have their own folder for uploading files.

Auto Backup Database

Setup auto backup database each X days to prevent losing your important data.

Sensitive data is encrypted

Perfex CRM encrypts all sensitive data in the database with unique encryption key. Encryption performed on email passwords, api keys, api passwords etc..

Server Side Datatables

Perfex CRM is using serverside datatables to perfectly handle large databases.

Responsive

Perfex is fully responsive. You can easily access your data from mobile or tablet.

Google reCaptcha

Google reCaptcha available for admin login, customer login and customer register area.

Action Hooks

To prevent editing the core files we created action hooks for some important functionalities. Send us an email if you want we to include another action hook based on your needs.

Activity Log

Track all staff activity. Adding new items, creating, deleting.

Flexibility

Perfex CRM is really flexible, we have included options that will make Perfex CRM to fit for your company requirements. Hundreds options included, overwriting language text, for more advanced users custom CSS file to change any styles you want, edit VIEW/HTML files without need to worry when performing upgrade and even action hooks.

Third Party Modules

  • Perfex CRM Employee Chat
  • Appointly – Perfex CRM Appointments
  • Perfex CRM Light Theme
  • Perfex CRM Dark Theme
  • Paystack Payment Gateway for Perfex CRM
  • Drag and Drop Perfex CRM Email Builder
  • REST API for Perfex CRM
  • SendinBlue SMS notification Module for Perfex CRM
  • Click here to check the full modules collection

Requirements

PHP >= 7.2.5 (>= 7.4 recommended)
MySQL 5.1+
mod_rewrite Apache
MySQLi PHP Extension
PDO PHP Extension
cURL PHP Extension
OpenSSL PHP Extension
MBString PHP Extension
iconv PHP Extension
IMAP PHP Extension – not recomended godaddy as email provider
GD PHP Extension
Zip PHP Extension
allow_url_fopen enabled
Download this file to check required extensions directly in your server.

Demo Information
Admin:
http://www.perfexcrm.com/demo/admin/
Email: admin@test.com
Password: 123123

Staff 1:
http://www.perfexcrm.com/demo/admin/
Email: staff1@test.com
Password: 123123

Client: http://www.perfexcrm.com/demo/
Email: client@test.com
Password: 123123

  • Add strike through in project discussions
  • Add badges in leads profile tabs for tasks, proposals, notes, attachments.
  • Added ability to specify redirect URL after submission for web to lead and estimate request forms.
  • Add option to set project name when copying the project.
  • Updated: Task comment WYSIWYG editor will stick while scrolling.
  • Updated: Ensure tasks modal does not close on outside click when typing comment.
  • Updated: Uploaded project files will be renamed with unique hash.
  • Updated: Ticket CC will be remembered when ticket is imported via pipe or IMAP.
  • Updated: Zoom allowed on mobile devices.
  • Fix calendar buttons goes out of the container small screens.
  • Fix tasks not visible on tasks table in client area.
  • Fix msg91 DLT Template ID.
  • Fix estimate to project convert task date format causing 500 error.
  • Fix task change hook not fired when task updated.
  • Fix statement filename does not contain the extension.
  • Fix credit applied to draft invoice adds invalid invoice number.
  • Fix checklist progress bar color when progress is 0%.

 

Download Now V2.9.1


Addons :

Download Perfex Addons Now

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