Perfex CRM – Powerful Open Source CRM By MSTdev Free Download and Demo
Perfex CRM is a self-hosted Customer Relationship Management software designed for businesses of all sizes, freelancers, and other professional services. It combines a modern, user-friendly design with powerful features to help manage customers, improve business performance, and streamline processes. With its built-in project management tools, invoicing, task linking, and support systems, Perfex CRM offers an all-in-one solution to enhance customer interactions.
Documentation
Key Features of Perfex CRM
- Project Management: Manage and invoice projects, assign tasks to staff members, and track time spent on tasks.
- Invoicing and Billing: Build professional estimates and invoices, track expenses, and manage recurring payments.
- Support System: Integrated ticketing system for support, with autoresponse and the ability to auto-import tickets.
- Lead Management: Keep track of leads, import leads via email, add notes, create proposals, and organize them in stages with drag-and-drop.
- Custom Fields and Forms: Create custom fields for storing extra information, web-to-lead forms for gathering potential clients' details.
- Contracts and Proposals: Generate contracts and good-looking proposals for leads or customers, with automated notifications and reminders.
- Online Payments: Receive payments through PayPal, Stripe, Mollie, 2Checkout, and other gateways in multiple currencies.
- Milestones and Gantt Charts: Track project progress with milestones and professional Gantt charts for each project.
Customer-Focused Features
- Client Portal: Fully separated from the admin area, customers can access their own portal to view financial data and other relevant information.
- Recurring Invoices and Expenses: Automate your invoicing and expense tracking processes with recurring periods (days, weeks, months, or years).
- Follow-ups and Notifications: Receive in-app and email notifications for tasks, reminders, and important events.
- Customer Surveys: Built-in survey system to gather feedback from customers, staff, and leads, helping to improve customer retention.
- Goals Tracking: Set and track sales and performance goals to boost productivity.
Flexibility and Customization
- Theme Styling: Customize the look and feel of the CRM to fit your company branding with the theme styling feature.
- Custom Fields: Store extra information for customers, leads, and tickets.
- Action Hooks and API: Extend the functionality with custom actions and REST API support.
- Staff Roles and Permissions: Assign different roles and permissions to staff members, and manage tasks, follow-ups, and projects.
Reports and Insights
- Comprehensive Reporting: Generate reports on sales, expenses, leads, and customer conversions to get a deeper insight into your business.
- Knowledge Base: Add articles for customers and staff with voting functionality to improve the usefulness of content.
- Activity Log: Track all staff activities including task creation, deletion, and more.
Additional Modules
Perfex CRM also offers a wide range of third-party modules for enhanced functionality, including employee chat, appointments, SMS notifications, SaaS support, and payment gateways such as Paystack. Explore the full module collection for more advanced features.Free Website Demo
- Admin: http://www.perfexcrm.com/demo/admin/
- Email: admin@test.com
- Password: perfexdemo
- Staff 1: http://www.perfexcrm.com/demo/admin/
- Email: staff1@test.com
- Password: perfexdemo
- Client: http://www.perfexcrm.com/demo/
- Email: client@test.com
- Password: perfexdemo
System Requirements
- PHP 7.4+
- MySQL 5.1+
- Apache mod_rewrite
- MySQLi, PDO, cURL, OpenSSL, MBString, iconv, IMAP, GD, and Zip PHP extensions
