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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
Pricing of Perfex CRM
- $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.
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Key Features of Perfex CRM
Key Features:
Key Specification
| Other Categories: | CRM Software CRM Software For Small Business |
|---|---|
| Deployment: | Cloud Hosted |
| Customer Support: | Online (Ticket) |
| Customization: | No |
| Languages Support: | English |
Who uses Perfex CRM
Personal
SMEs
Company Details
| Company Name: | Perfex CRM |
|---|---|
| Headquarter: | Strumica, |
| Social Media: |
Most Popular Software
Alternative
Perfex CRM Video/Screenshots
User Reviews
Frequently Asked Questions (FAQs)
The user group of Perfex CRM are as follows :
- Personals
- SMEs
- SMEs
Perfex CRM has 1 plans,
- Perfex CRM USD 59.00 Regular License
Perfex CRM is not allowing Free Trial.
The key featuers of Perfex CRM are as follows :
- Marketing Automation
- Project Management
- Lead Scoring
- Customer Support
- List Management
- Product Catalog
- Call Logging
- Contact Management
- Quotes (Proposals)
- Referral Tracking
Perfex CRM pricing model : Onetime(Perpetual License)
Perfex CRM is Online Software.
No
Perfex CRM offers Online (Ticket) support.
Perfex CRM provides Help Guides,Blogs for the software training.
