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Perfex v2.8.2 Powerful Open Source CRM

Perfex CRM is self hosted Buyer Relationship Administration software program that could be a nice match for nearly any firm, freelancer or many different makes use of. With its clear and fashionable design, Perfex CRM can assist you look extra skilled to your clients and assist enhance enterprise efficiency on the similar time.

Managing clients is essential and Perfex CRM helps in a number of methods:

  • Handle and bill initiatives with the highly effective Venture Administration Function.
  • {Link} duties to many Perfex CRM options and keep organized.
  • Construct skilled, nice wanting estimates and invoices.
  • Highly effective assist system with potential to auto import tickets.
  • Monitor time spent on duties and invoice your clients. Skill to assign a number of employees members on job and monitor timer per assigned employees.
  • Add job followers even when the employees is just not mission member. The employees member will have the ability to monitor the duty progress with out accessing the mission.
  • Preserve monitor of leads in a single place and simply comply with their progress. Skill to auto import leads from electronic mail, add notes, create proposals. Arrange your leads in phases and alter phases simply with drag and drop.
  • Create good wanting proposals for leads or clients and improve gross sales.
  • Data your organization/mission bills and have the flexibility to invoice to your clients and auto convert to bill.
  • Know extra about your clients with highly effective CRM.
  • Improve buyer retention by way of built-in Surveys.
  • Use the Targets Monitoring characteristic to maintain gross sales targets in thoughts.
  • Create bulletins to your employees members and clients.
  • Use Contracts characteristic to lock in present and future gross sales.
  • Customized fields can retailer further data for purchasers, leads and extra.
  • Obtain funds from Paypal and Stripe in numerous currencies.
  • Tons of configurable choices.
  • Model the CRM to your organization branding with the highly effective theme styling characteristic.
  • Separated media folder for non-admin employees members to work contained in the CRM and manage their uploads and recordsdata.
  • Nice wanting calendar for every employees member based mostly on employees permissions.
  • Comply with ups, studies, notes, recordsdata and plenty of extra options.

CRMs must deal with clients and Perfex CRM does that with a robust assist system that helps you monitor and resolve points shortly by way of the built-in ticket system and buyer reminders. Assign reminders to your self, one or many employees members and with one click on, reminders might be despatched to electronic mail and in-app notification system. These options and extra can take buyer satisfaction to the subsequent stage.

Perfex - Powerful Open Source CRM - 6

ClientsSimply handle your clients and their contacts, create a number of contacts to your clients and set correct permissions. Clients space is totally separated from the admin space. Shoppers have their very own shopper portal with all monetary information out of your firm introduced in clear view.

InvoicesPerfex lets you maintain in monitor your invoices, objects and generate studies. Add new currencies, utilizing a number of currencies is allowed by beforehand setup buyer forex. Bill with completely different tax based mostly on merchandise.

Recurring InvoicesCreate recurring invoices that shall be re-created mechanically with out you lifting a finger, based mostly on the required interval for the recurring bill. The interval time might be days, weeks, months or years.

Recurring BillsCreating recurring bills. Arrange a recurring expense and the expense will mechanically be re-created after the required interval. The interval time might be days, weeks, months or years

EstimatesCreate estimate inside a minute, despatched to your clients and wait to simply accept, add notes for higher group to your subsequent actions, create reminders. Skill to auto convert the estimate to bill after buyer settle for.

ProposalsCreate good wanting proposals for leads or clients and improve gross sales. Obtain notification when proposal is accepted/declined and auto ship thanks electronic mail to your buyer after accepting the proposal. Proposal overdue discover earlier than X days obtainable.

On-line FundsObtain funds from Paypal, Stripe, Mollie, Authorize.internet, 2Checkout, PayU Cash and Braintree, we’ve applied cost gateways which are obtainable in many of the nations.

InitiativesHandle initiatives and monitor time spent on mission for every employees member. File mission bills and invoices and invoice your purchasers sooner. Skilled Gantt Chart included for every mission and employees member.

MilestonesCreate milestones for initiatives and monitor time spend based mostly on milestone. Skill to Drag and Drop duties between milestones.

LeadsLeads or potential purchasers are actually essential half to any firm. Each firm making an attempt on a regular basis to get new leads. Very offen happend some potential shopper to name and ask for particular service that you just firm serve after which generally that is forgotten. With Perfex CRM you’ll always remember your potential purchasers and it is possible for you to to handle all of them in a single place. Preserve monitor of leads in a single place and simply comply with their progress. Skill to auto import leads from electronic mail, add notes, create proposals. Arrange your leads in phases and alter phases simply with drag and drop. Skill to auto import leads from emails and internet to steer types, import leads from .CSV file included.

Net to Lead KindsCreate limitless internet to steer types and inject in your touchdown web page or web site. This characteristic lets you import leads into Perfex CRM from type. Use internet to steer types to collect potential purchasers data, enable them to request quotes immediately out of your web site.

ContractsYou’ll be able to add new contracts based mostly in your purchasers. Including contracts could be very easy, you may set begin date and finish date and have clear view of all of your firm contracts in a single place. You wont want anymore to go looking in your desk paperwork. Create PDF contracts and ship to your clients from Perfex CRM. Contract overdue reminders obtainable.

TicketsNice assist ticket system with autoresponse, non-public ticket employees notes, ticket assignments, attachments, predefined ticket replies, insert information base {link}, ticket priorities, ticket statuses. Function for auto importing tickets by way of E-mail Forwarder/IMAP technique included. Let your buyer reply and create new tickets by way of electronic mail, with out accesing the shopper portal.

DepartmentsAssign your employees to particular departments and skill to auto import tickets by division electronic mail.

Customized FieldsCustomized fields can retailer further data for purchasers, leads, tickets, invoices, comapany, estimates and extra.

Workers RemindersSetup employees reminders for employees member with potential to inform by electronic mail and built-in. Reminders can be found for essential options.

Theme Styling with out codingModel the CRM to your organization branding with the highly effective theme styling characteristic. To suit finest to your wants create customized.css and add your individual types.

OccasionsCreate non-public or public occasions. Obtain notification when an occasion is coming built-in and electronic mail.

Simply re-organize admin menuYou’ll be able to re-organize admin major menu and the setup menu from in few seconds, you want solely to login in your admin space. No coding is required. Add/Take away icons to suit to your wants.

E-mail TemplatesSetup predefined electronic mail templates from textual content editor. Merge fields obtainable and multi language choices obtainable.

Workers Roles & PermissionsYou may give employees a particular permissions what can do or can’t do. Position permissions might be overided for every employees.

Targets MonitoringSetup targets and monitoring achievements. Use the Targets Monitoring characteristic to maintain gross sales targets in thoughts.

Private TodoEach employees member can have their very own private todo dashboard which can enable your employees member to simply manage the their work.

WorkersHandle all of your employees members from one place.

Firm NewsfeedShare nice firm occasions, add paperwork, simple staff communications.

Workers DutiesAssign job to a number of staff, add job followers, job feedback allowed, job attachments. {Link} duties to many Perfex CRM options and keep organized.

Recurring DutiesCreate duties that shall be auto created for a given interval.

SurveysCreate surveys with one click on. Ship to employees, leads, purchasers or manually created mail lists. Improve buyer retention by way of built-in Surveys.

ExperiencesExperiences
Gross sales
Bills Report
Experiences by buyer
Customized date picker
Leads Conversions
Information base articles (Monitor in case your article is usefull to purchasers, enhance textual content based mostly on votes)

Information BaseAdd information base articles from textual content editor. “Did you discover this text helpful?” vote included in purchasers space.

Media LibraryAdd recordsdata in media library. Every employees member that isn’t admin have their very own folder for importing recordsdata.

Auto Backup DatabaseSetup auto backup database every X days to forestall dropping your essential information.

Delicate information is encryptedPerfex CRM encrypts all delicate information within the database with distinctive encryption key. Encryption carried out on electronic mail passwords, api keys, api passwords and so forth..

Server Aspect DatatablesPerfex CRM is utilizing serverside datatables to completely deal with giant databases.

ResponsivePerfex is totally responsive. You’ll be able to simply entry your information from cell or pill.

Google reCaptchaGoogle reCaptcha obtainable for admin login, buyer login and buyer register space.

Motion HooksTo stop modifying the core recordsdata we created motion hooks for some essential functionalities. Ship us an electronic mail in order for you we to incorporate one other motion hook based mostly in your wants.

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