Perfex CRM is self hosted Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses.
Perfex CRM PHP Scripts Features
- Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
- Keep track of leads in one place and easily follow their progress.
- Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
- Great looking calendar for each staff member based on staff permissions.
- Follow ups, reports, notes, files and many more features.
- Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
- Receive payments from Paypal and Stripe in different currencies.
- Create good looking proposals for leads or customers and increase sales.
- Add task followers even if the staff is not project member.
- Powerful support system with ability to auto import tickets.
- Custom fields can store extra information for customers, leads and more.
- Style the CRM to your company branding with the powerful theme styling feature.
- Tons of configurable options.
- Use the Goals Tracking feature to keep sales goals in mind.
- Know more about your customers with powerful CRM.
- Increase customer retention via built-in Surveys.
- Build professional, great looking estimates and invoices.
- Use Contracts feature to lock in current and future sales.
- Create announcements for your staff members and customers.
- Manage and invoice projects with the powerful Project Management Feature.
- Link tasks to many Perfex CRM features and stay organized.
Download Perfex CRM Scripts
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