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Original price was: $44.99.$14.99Current price is: $14.99.Perfex – Powerful Open Source CRM 3.1.6
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- 100% Original Product and Virus Free
- Free New Version Lifetime On Single Purchase
- Unlimited Website Usage
- Secure & Easy Payment Process
- Last Update: 15.May.2024
- Version: 3.1.6
Perfex CRM: Powerful Open-Source Customer Relationship Management
Perfex CRM is a self-hosted, open-source CRM (Customer Relationship Management) software solution designed to cater to a wide range of businesses, freelancers, and other users. With its clean interface and modern design, Perfex CRM helps you manage customer interactions, streamline workflows, and improve overall business performance.
Key Features:
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Customer Management: Centralize customer information, manage multiple contacts per customer, and set access permissions. Perfex CRM also offers a dedicated client portal where customers can view their financial data.
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Project Management: Manage and invoice projects effectively using built-in project management features. Assign tasks, track time spent, manage expenses, and create professional estimates and invoices.
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Lead Management: Capture leads from various sources, track their progress through customizable stages using drag-and-drop functionality, and convert them into paying customers.
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Proposal & Estimate Creation: Craft compelling proposals and estimates to close more deals. Perfex CRM streamlines the process with intuitive tools and allows for automatic conversion of estimates to invoices upon customer approval.
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Built-in Ticketing System: Provide exceptional customer support through a powerful ticketing system. Track and resolve issues efficiently, send automated reminders, and leverage in-app notifications to enhance customer satisfaction.
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Financial Management: Track income and expenses, generate invoices, accept online payments through various integrated gateways (including PayPal, Stripe, and others), and manage recurring invoices and expenses.
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Customization & Branding: Tailor Perfex CRM to match your company’s branding with a powerful theme styling feature.
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Team Collaboration: Enhance teamwork with features like task followers, project permissions, a dedicated staff calendar, and announcement functionalities.
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Reporting & Insights: Gain valuable insights into your customer interactions, projects, and overall business performance through comprehensive reports.
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Additional Features: Perfex CRM boasts a vast array of additional functionalities, including:
- Surveys to gather customer feedback and boost retention.
- Goal tracking to keep your sales team focused.
- Contract management to solidify agreements with clients.
- Custom fields to capture specific customer or project data.
- Secure file storage for organized document management.
- Follow-up reminders to ensure timely action on important tasks.
Benefits of Using Perfex CRM:
- Improved Customer Relationships & Retention
- Streamlined Workflows & Increased Efficiency
- Enhanced Sales & Revenue Generation
- Valuable Business Insights & Data-Driven Decision Making
- Cost-Effective Open-Source Solution
Overall, Perfex CRM is a compelling option for businesses seeking a feature-rich, open-source CRM solution to manage customer interactions, projects, and overall business operations.
Please note that being open-source software means Perfex CRM requires self-hosting, which involves managing your own server or cloud environment. There might also be limitations in terms of support compared to commercially licensed CRM solutions.
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