Perfex CRM

Perfex CRM

By Perfex CRM

doller Onetime(Perpetual License)
date Not Available

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

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