Perfex CRM
By Perfex CRM
CRM Software
Onetime(Perpetual License)
About
Perfex is a Customer Relationship Management (CRM) system that is aimed at small businesses and freelancers. It provides users with project management features, such as the ability to track expenses and time spent on tasks, and bill their customers. It also allows users to assign tasks and track logged time, as well as create one-click invoices, invoices with different taxation, and recurring invoices which will be regenerated automatically based on user requirements. Estimates can be converted directly to invoices and customers can view invoices even without any login. Features for creating impressive proposals are also present, including an editor allowing users to insert tables, images, YouTube videos, and more. Lead management is possible and is helped using kanban layouts. Users can also automatically import leads from emails. On top of all this, the system provides users with features for managing expenses and payments, including automatic reports after each PayPal payment, task management, contract management, surveys, goal
Key Features
- ✓ List Management
- ✓ Customer Support
- ✓ Marketing Automation
- ✓ Project Management
- ✓ Lead Scoring
- ✓ Call Logging
- ✓ Contact Management
- ✓ Quotes (Proposals)
- ✓ Referral Tracking
- ✓ Product Catalog
Screenshots
Screenshot 1
Pricing
Perfex CRM
USD59Regular License
- $59 (6 months support)
- $79.25 (12 months support)
- $295 (6 months support)
- $396.25 (12 months support)
- Project Management Tool
- One Click Invoice Creation
- Create Estimates
- Proposals
- Leads Management
- Record Expenses
- Record Payments
- Support System
- Knowledge Base for Customers and Staff Members
- Built-in Staff Tasks
- Manage Contracts
- Send Surveys to Leads and Customers
- Calendar
- Company Newsfeed
- Goals Tracking
- Additional Custom Fields
- Reports for Quick Overview
- Survey Reports
- $59 (6 months support)
- $79.
User Reviews
+ Write a Review
No reviews yet. Be the first to review!
Frequently Asked Questions
How much does Perfex CRM cost?
▼
Perfex CRM offers 1 pricing plan(s):
- Perfex CRM — USD59.00 Regular License
What is Perfex CRM used for?
▼
Perfex CRM is a CRM Software solution. Top features include:
- List Management
- Customer Support
- Marketing Automation
- Project Management
- Lead Scoring
Does Perfex CRM offer a free trial?
▼
Perfex CRM does not currently offer a free trial.
What support does Perfex CRM provide?
▼
Perfex CRM provides Online (Ticket) support.
Is Perfex CRM cloud-based or on-premise?
▼
Perfex CRM is Cloud Hosted software.
What training resources does Perfex CRM offer?
▼
Perfex CRM provides Help Guides,Blogs for training.
