Perfex – Powerful Open Source CRM v3.1.5 + Premium Add-ons

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.

List of Addons and Themes for Perfex:

• All-In-One Support Module for Perfex
• Appointly Perfex CRM Appointments
• Assets Management Module for Perfex CRM
• Bitpay Payment Gateway for Perfex CRM
• Call Log Module for Perfex CRM
• Cashfree Payment Gateway Module for Perfex CRM
• Client App for Perfex CRM
• Coinbase Crypto Payment Gateway for Perfex CRM
• Custom Data Tables for Perfex CRM
• Customer Loyalty and Memberships for Perfex CRM
• Custom JavaScript Module for Perfex
• Custom SMS Email Notifications for Perfex
• Custom Task Filters Module for Perfex CRM
• Diagramy: A Complete Diagram Editor for Perfex CRM
• Drag and Drop Perfex CRM Email Builder
• Elite Custom JS and CSS Module for Perfex CRM
• Export Customer Details KYC Compliance Module for Perfex CRM
• Facebook Leads Integration Sync Module for Perfex CRM
• File Sharing for Perfex CRM
• Financial Control Professional Expenses Weboox
• Flat Admin Theme for Perfex CRM
• GoCardless Payment Gateway for Perfex CRM
• HR Records for Perfex CRM
• Human Resources Management HR Module for Perfex CRM
• Imabotmail Accounting and Bookkeeping for Perfex CRM
• ImportSync CSV Mapping for Perfex CRM
• Inventory Management for Perfex CRM
• Lead Follow-Up Scheduler Module for Perfex CRM
• Lead Manager for Perfex Module
• Mailbox Webmail Client for Perfex CRM
• Mailchimp Module for Perfex CRM
• Mailflow Customers Leads Newsletter for Perfex CRM
• Manufacturing Management for Perfex CRM
• Marketing Automation Module for Perfex CRM
• Mention and Tag for Perfex CRM
• Mindmap Module for Perfex CRM
• Multipage Web-to-Lead Form Module
• OKRs Objectives and Key Results for Perfex CRM
• Omni-Channel Sales for Perfex CRM
• Paystack Payment Gateway for Perfex CRM
• Perfex AIWriter: OpenAI Base Content Generator
• Perfex Android App: Lead Management App
• Perfex CRM Addon for Teleman Telemarketing Application
• Perfex CRM Admin Light Theme
• Perfex CRM and TelegramBot
• Perfex CRM and TelegramBot Chat Module
• Perfex CRM Arabic Language Translation
• Perfex CRM Chat Tickets App for Support Board
• Perfex CRM Customer Feedback Module
• Perfex CRM Dark Theme
• Perfex CRM Employee Chat
• Perfex CRM Flat Theme
• Perfex CRM Office Theme
• Perfex CRM SaaS Module
• Perfex Dashboard: Dashboard Builder for Perfex CRM
• Perfex Mercadopago
• Perfex Mod: Advanced Task Manager
• Perfex Mod: Automation Manager
• Perfex Mod: Custom Links
• Perfex Mod: Language Translations
• Perfex Shop: Ecommerce Module for Perfex CRM
• PerfexWiki: Internal Knowledge for Perfex CRM
• Perfex Zillapage
• Perfex Zoom Meeting Module
• PerfShield: The Powerful Security Toolset for Perfex CRM
• Project Roadmap: Advanced Reporting for Perfex CRM Projects
• PublishX: AI-Powered CMS for Perfex CRM
• Purchase Management for Perfex CRM
• Pushover: Instant Support Notifications for Perfex CRM
• QR Code Addon Module for Perfex CRM
• Quickbooks Online Module for Perfex CRM
• Razorpay Payment Gateway for Perfex CRM
• Recruitment Management for Perfex CRM
• Reminder Module for Perfex CRM
• ReportPlus: Effortless Automated Reporting Module for Perfex CRM
• Rest API for Perfex CRM
• Rest API for Perfex Customers
• SaaS Module for Perfex CRM Multitenancy Support
• Sales Commission Program for Perfex CRM
• SendinBlue SMS Notification Module for Perfex CRM
• Shopier Payment Gateway for Perfex CRM
• Spreadsheet Online for Perfex CRM
• Staff Workload for Perfex CRM
• Subscription as Products for Perfex CRM
• Supplier Management Module for Perfex CRM
• Task Filters Module for Perfex CRM
• Tasks Bookmark Module for Perfex CRM
• Team Password for Perfex CRM
• Timesheets and Leave Management for Perfex CRM
• TurnCRM: Perfex CRM SaaS Module
• Ultimate Dark Theme for Perfex CRM
• Ultimate Purple Theme for Perfex CRM
• Webhooks Module for Perfex CRM
• Weboox: Convert Perfex CRM to App Android
• Weboox: Convert Perfex CRM to App Windows
• Weboox Plugin: Gerencianet para Perfex CRM API
• Weboox Pro Theme for Perfex CRM
• WhatsApp Cloud API Business Integration Module for Perfex CRM
• WhatsApp Module for Perfex CRM
• Whiteboard Module for Perfex CRM
• WooCommerce Module for Perfex CRM
• Wordfex for Perfex CRM
• Accounting and Bookkeeping for Perfex CRM
• Account Planning Module for Perfex CRM
• Addon SMS Manager Module for Perfex CRM
• Advanced Email System for Perfex CRM
• Advanced Lead Filters Module for Perfex CRM
• Advanced To-Do Manager Module for Perfex CRM

 

AND MORE IN FOLDER …

 

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.

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

DOCUMENTATION

Latest Version 3.1.5