Grow Faster with PerfexCRM: CRM & Project Management

We all heard about the CRM i.e., Customer Relationship Management & PM tool i.e., Project Management Tool but why we needed these tools. Actually, these two tools play a vital role in organizing the business to the next level & improves the business performances. The PerfexCRM is a great combination of these two vital tools – Customer Relationship + Project Management tools.

The PerfexCRM is a great solution for an individual web designer, freelancer, small design studio or almost any company or many other uses. With its clean and modern design, Perfex CRM can help you look more professional to your customers and help improve business performance at the same time.

The PerfexCRM offers a ton of features, it offers everything that you need from the lead management to the proposal creation to the project tracking to the contract organization to the invoices & payments. Additionally, you can send surveys, goal tracking, advance reporting and managing everything at a single place.

Main Features -

# Projects – Manage & Invoice projects with the powerful Project Management feature. Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.

# Invoices – Build professional and great looking invoices. Attach files and send directly to your clients, including the invoice PDF. Ability to setup recurring invoices.

# Estimates – Create estimates within minutes. Send to your customers and wait for them to accept. Ability to auto convert the estimate to invoice after the customer accepts. Your customers can view and make actions on the estimate even without logging in.

# Proposals – Create good looking proposals and impress your potential clients or customers. Include image, tables, items, youtube videos, with the powerful editor. Proposal comments allowed for negotiation.

# Expenses – Creating recurring expenses. Set up a recurring expense and the expense will automatically be created after the specified period. The period time could be days, weeks, months, or years. Ability to set expenses billable to customers or specific projects.

# Payments – Record and receive payments in different currencies. Auto-generated PDF sent to customer. Ability to add partial payments to invoices is available.

# Leads Management – Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals, attach files. Organize your leads in stages and change stages easily with drag and drop.

# Support System – Great support system helps you track and resolve issues quickly with ability to auto open ticket from email, insert knowledge base link, add predefined replies.

# Calendar – Have clear view of all your company events upcoming invoice payments, contracts expirations, estimates expiration, tasks finish date, reminders. You’ll never miss anything from the calendar!

# Tasks – Assign tasks to multiple staff members, add followers, attach files. Let your staff comment on tasks, upload files. Tasks can be related to mostly all important features.

# Knowledge Base – Create knowledge base articles and organize them in groups. Help your customers and build trust.

# Contracts – Use contracts feature to lock in current and future sales. Easily create contract PDF and send the contract directly to the customer

email.

# Reports – Generate reports and have clear view of everything. Keep track of income vs. expenses and leads conversions. Knowledge base reports included.

# Goals Tracking – Use the Goals tracking feature to keep sales goals in mind. Ability to notify staff members about failure or success.

# Personal ToDo List – Each staff member has their own personal to do items board to increase productivity. Easily change todo status by the drag and drop.

# Customers Area – The customers area is fully separated from the admin area. Each customer has their own portal where they can keep track of all financial data from your company.

# Send Estimates To Customers – Ability to create estimates and auto convert to invoice after accepting.

# Track Timers By Multiple Members – Perfex CRM track timers by multiple task assignees.

# Timesheets Reports – Have a clear view of the time logged for each task, you can use filters to see total loged time by project and by staff member.

# Project Milestones – Create project milestones and organize your tasks for outstanding project workflow.

# E-Signature – E-signature option available for contracts, proposals and estimates. Let your customers easily sign those documents and make your life easier.

If you’re looking for a fully features CRM or alternative to costly platforms like Wave, FreshBooks and others, definitely consider the Perfex CRM