Description
Perfex CRM is self hosted Customer Relationship Management software that is a great fit for almost any company, freelancer 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.
Managing customers is important and Perfex CRM helps in several ways:
- Manage and invoice projects with the powerful Project Management Feature.
- Link tasks to many Perfex CRM features and stay organized.
- Build professional, great looking estimates and invoices.
- Powerful support system with ability to auto import tickets.
- Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
- Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project.
- Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop.
- Create good looking proposals for leads or customers and increase sales.
- Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
- Know more about your customers with powerful CRM.
- Increase customer retention via built-in Surveys.
- Use the Goals Tracking feature to keep sales goals in mind.
- Create announcements for your staff members and customers.
- Use Contracts feature to lock in current and future sales.
- Custom fields can store extra information for customers, leads and more.
- Receive payments from Paypal and Stripe in different currencies.
- Tons of configurable options.
- Style the CRM to your company branding with the powerful theme styling feature.
- Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
- Great looking calendar for each staff member based on staff permissions.
- Follow ups, reports, notes, files and many more features.
CRMs need to focus on customers and Perfex CRM does that with a powerful support system that helps you track and resolve issues quickly via the integrated ticket system and customer reminders. Assign reminders to yourself, one or many staff members and with one click, reminders can be sent to email and in-app notification system. These features and more can take customer satisfaction to the next level.
List of Addons and Themes for Perfex:
– Account Planning module for Perfex CRM
– All-in-one Support module for Perfex CRM
– Weboox Convert – Perfex CRM to app Android
– Weboox Convert – Perfex CRM to app Windows
– REST API for Perfex CRM
– Perfex CRM Chat
– Call Log module for Perfex CRM
– GoCardless Payment Gateway for Perfex CRM
– Facebook Leads integration module for Perfex CRM
– Assets Management module for Perfex CRM
– Appointly – Perfex CRM Appointments
– Mailbox – Webmail client for Perfex CRM
– Weboox PRO theme for Perfex CRM
– Human Resources Management – HR module for Perfex CRM
– Mercado Pago Payment Gateway for Perfex CRM
– Drag and Drop Perfex CRM Email Builder
– Perfex Shop – Sell your Products with Inventory Management (E-commerce module)
– WordFex – Syncronize WordPress with Perfex
– Perfex CRM – Flat theme
– Perfex CRM Office Theme
– Mention and Tag for Perfex CRM
– Multi-Page Web to Lead Form Module
– Perfex CRM and TelegramBot Chat Module
– Perfex CRM – Customer Feedback Module
– Perfex CRM Dark Theme
– Perfex Zoom Meeting Module
– Inventory Management for Perfex CRM
– Purchase Management for Perfex CRM
– Razorpay Payment Gateway for Perfex CRM
– Recruitment Management for Perfex CRM
– WooCommerce Module for Perfex CRM
– Omni Channel Sales for Perfex CRM
– Project Roadmap – Advanced Reporting for Perfex CRM Projects
– Custom SMS & Email Notifications for Perfex CRM
– Custom Task Filters Module for Perfex CRM
– Tasks Bookmark module for Perfex CRM
– Team Password for Perfex CRM
– OKRs – Objectives and Key Results for Perfex CRM
– Sales Commission Program for Perfex CRM
– Custom javascript module for Perfex CRM
– WhatsApp module for Perfex CRM
– HR Records for Perfex CRM
– Accounting and Bookkeeping for Perfex CRM
– Perfex CRM – Flat admin theme
– Shopier Payment Gateway for Perfex CRM
– Spreadsheet Online for Perfex CRM
– CLIENT APP FOR PERFEX CRM
AND MORE IN FOLDER …
Requirements
PHP >= 7.4
MySQL 5.1+
mod_rewrite Apache
MySQLi PHP Extension
PDO PHP Extension
cURL PHP Extension
OpenSSL PHP Extension
MBString PHP Extension
iconv PHP Extension
IMAP PHP Extension – not recomended godaddy as email provider
GD PHP Extension
Zip PHP Extension
allow_url_fopen enabled
Download this file to check required extensions directly in your server.
Demo Information
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
Tariq_H (verified owner) –
The script was easy to install and integrate. It worked perfectly with my setup and did exactly what I needed without extra hassle. I would recommend it to anyone who wants dependable backend help.
Rajiv_S (verified owner) –
My project’s performance improved noticeably after adding this. It manages tasks in the background efficiently and freed up my time to focus on frontend improvements.
Liam_Clark (verified owner) –
I wasn’t sure what to expect at first, but this solution handled everything I needed perfectly. The way it integrates with my existing setup is flawless, and it didn’t require a ton of customization. Support was also quick to respond when I had questions.
Sarah W (verified owner) –
It performed well under heavy load during my testing, and the clean codebase made debugging easier when needed. Definitely one of the better scripts I’ve used.
Chloe_W (verified owner) –
Worked well once configured, and I like that it’s lightweight and doesn’t add extra load to the site.
Ivy_W (verified owner) –
I’m happy I picked this one. It’s streamlined and doesn’t add unnecessary bulk to my project. The support team was helpful when I had a small question, which I appreciated.
Omar Hassan (verified owner) –
After installing this, I noticed fewer bugs and smoother operation overall. It’s clear a lot of thought went into the design, and it’s saved me a ton of troubleshooting time.
Mai_Le (verified owner) –
It’s rare to find something that “just works” out of the box, but this did. I plugged it in and got immediate improvements. The code is clean and easy to tweak, which is great for my needs.
Omar_A (verified owner) –
For anyone needing a robust tool to handle backend tasks, this is a solid choice. The performance boost I got was noticeable, and I appreciated how it worked well with other components without conflicts.
Tina Mwangi (verified owner) –
I’m happy with the purchase — it’s stable and well-built, just needed a bit of patience during setup.
Nina_L (verified owner) –
This script made my workflow way smoother. I was able to automate some repetitive tasks that used to take hours, which saved me a lot of time. Setup was straightforward, and it just worked without any headaches. Definitely worth it if you want something reliable.
Fatou_B (verified owner) –
The code quality is good, and it’s easy enough to customize. I just wish the setup guide was a bit clearer on advanced features.
Brenda.K (verified owner) –
I was able to simplify some complex parts of my system thanks to this script. The way it manages processes in the background means less manual work, which is exactly what I was looking for.
Carlos_D (verified owner) –
I’ve tried other scripts before, but this one feels way more polished. It’s flexible and stable, even when I pushed it with large amounts of data. Plus, the documentation was clear and helpful.
Yara_K (verified owner) –
Integration was mostly straightforward, but a few compatibility issues popped up with some plugins I use. Nothing major, but worth mentioning.
Dmitri_N (verified owner) –
It’s a great solution for those who want automation without complexity. The way it runs quietly and efficiently in the background is a big win for me.
Fatima_S (verified owner) –
I was impressed by how well this script handled all the requests without slowing anything down. It’s optimized and built smartly, which made the whole system more reliable.
Hiroshi_Y (verified owner) –
Using this script improved the efficiency of my project so much. It handled all the background processes seamlessly, and I barely had to touch the code once it was running. Made my life a lot easier!
Elena_T (verified owner) –
No complaints at all — it’s stable, fast, and simple to maintain. I can count on this script to do its job without getting in the way.
Mateo_G (verified owner) –
This script saved me hours of work by automating key parts of my backend. It’s reliable and easy to work with, making it a great tool for any dev.
Maya_Jone (verified owner) –
This script runs smoothly and hasn’t caused me any trouble so far. It handles tasks quietly and efficiently, letting me focus on other parts of my project. Very happy with the purchase.
Arjun_R (verified owner) –
My project’s performance improved noticeably after adding this. It manages tasks in the background efficiently and freed up my time to focus on frontend improvements.
Zara_S (verified owner) –
Worked well once configured, and I like that it’s lightweight and doesn’t add extra load to the site.
Lucas_F (verified owner) –
It’s a dependable script, and I like how it handles tasks without slowing down my system. I’d recommend it with the note that some experience helps for setup.
Anika_M (verified owner) –
The code quality is good, and it’s easy enough to customize. I just wish the setup guide was a bit clearer on advanced features.
Tina Mwangi (verified owner) –
The script was easy to install and integrate. It worked perfectly with my setup and did exactly what I needed without extra hassle. I would recommend it to anyone who wants dependable backend help.
Tariq_H (verified owner) –
I wasn’t sure what to expect at first, but this solution handled everything I needed perfectly. The way it integrates with my existing setup is flawless, and it didn’t require a ton of customization. Support was also quick to respond when I had questions.
Rajiv_S (verified owner) –
It’s rare to find something that “just works” out of the box, but this did. I plugged it in and got immediate improvements. The code is clean and easy to tweak, which is great for my needs.
Liam_Clark (verified owner) –
Good overall performance, but I found the documentation could be more detailed in some areas. Still, it got the job done and saved me a lot of time.
Sarah W (verified owner) –
I ran into a few minor hiccups during setup, but the support team helped me out quickly. After that, it’s been reliable and efficient.
Chloe_W (verified owner) –
Performance was good overall, but I did need to spend extra time testing to make sure it worked perfectly with my other tools.
Ivy_W (verified owner) –
The script is pretty solid, though some features took a little while to figure out. Once I understood them, everything worked smoothly.
Omar Hassan (verified owner) –
I’m happy I picked this one. It’s streamlined and doesn’t add unnecessary bulk to my project. The support team was helpful when I had a small question, which I appreciated.
Mai_Le (verified owner) –
I’ve tried other scripts before, but this one feels way more polished. It’s flexible and stable, even when I pushed it with large amounts of data. Plus, the documentation was clear and helpful.
Omar_A (verified owner) –
It’s a great solution for those who want automation without complexity. The way it runs quietly and efficiently in the background is a big win for me.
Tina Mwangi (verified owner) –
This script made my workflow way smoother. I was able to automate some repetitive tasks that used to take hours, which saved me a lot of time. Setup was straightforward, and it just worked without any headaches. Definitely worth it if you want something reliable.
Nina_L (verified owner) –
It performed well under heavy load during my testing, and the clean codebase made debugging easier when needed. Definitely one of the better scripts I’ve used.