Perfex CRM is full Buyer Relationship Administration software program that may be a nice match for nearly any firm, freelancer or many different makes use of. With its clear and trendy design, Perfex CRM can assist you look extra skilled to your prospects and assist enhance enterprise efficiency on the identical time.
Managing prospects is vital and Perfex CRM helps in a number of methods:
- Handle and bill tasks with the highly effective Undertaking Administration Characteristic.
- Hyperlink duties to many Perfex CRM options and keep organized.
- Construct skilled, nice wanting estimates and invoices.
- Highly effective help system with capacity to auto import tickets.
- Observe time spent on duties and invoice your prospects. Capability to assign a number of workers members on activity and observe timer per assigned workers.
- Add activity followers even when the workers isn’t undertaking member. The workers member will be capable of observe the duty progress with out accessing the undertaking.
- Maintain observe of leads in a single place and simply observe their progress. Capability to auto import leads from e mail, add notes, create proposals. Set up your leads in phases and alter phases simply with drag and drop.
- Create good wanting proposals for leads or prospects and improve gross sales.
- Information your organization/undertaking bills and have the power to invoice to your prospects and auto convert to bill.
- Know extra about your prospects with highly effective CRM.
- Improve buyer retention through built-in Surveys.
- Use the Targets Monitoring function to maintain gross sales targets in thoughts.
- Create bulletins in your workers members and prospects.
- Use Contracts function 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.
- Fashion the CRM to your organization branding with the highly effective theme styling function.
- Separated media folder for non-admin workers members to work contained in the CRM and arrange their uploads and recordsdata.
- Nice wanting calendar for every workers member based mostly on workers permissions.
- Observe ups, stories, notes, recordsdata and lots of extra options.
Perfex v2.8.1 – Highly effective Open Supply CRM (+Addons)
License : GPL Basic Public License
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