Perfex – Powerful Open Source CRM + ADDONS is a self-hosted Customer Relationship Management software that is a great fit for almost any company, freelancer, or other use. With its clean and modern design, Perfex Powerful Source CRM can help you present a more professional image to your customers while also improving business performance.
List of Addons and Themes for Perfex:
- Account Planning module for Perfex CRM
- All-in-one Support module for Perfex
- Weboox Convert – Perfex CRM to an Android app
- Weboox Convert – Perfex CRM to an app for Windows
- REST API for Perfex CRM
- Perfex CRM Chat
- Perfex – Powerful Open Source CRM + ADDONS
- 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
- Perfex Shop – Sell your Products with Inventory Management (E-commerce module)
- WordFex – Syncronize WordPress with Perfex
- Team Password for Perfex CRM
- OKRs – Objectives and Key Results for Perfex CRM
- Sales Commission Program for Perfex CRM
- Custom jаvascript module for Perfex
- 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
- Mercado Pago Payment Gateway for Perfex CRM
- 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
- 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 Zoom Meeting Module
- Inventory Management for Perfex CRM
- Purchase Management for Perfex CRM
- Razorpay Payment Gateway for Perfex CRM
AND MORE IN FOLDER …
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Managing customers is important, and Powerful Source CRM helps in several ways:
Manage and invoice projects with the powerful Project Management Feature.
Link tasks to many CRM features and stay organized.
Create professional, visually appealing estimates and invoices.
Powerful support system with the ability to auto-import tickets.
Track time spent on tasks and bill your customers—ability to assign multiple staff members to tasks and trackthe timer per assigned staff.
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, cand reate proposals. Organize your leads in stages and change stages easily with drag and drop. Powerful Open Source CRM + ADDONS.
Create good-looking proposals for leads or customers and increase sales.
Records your company/project expenses and can bill to your customers and auto convert to an invoice.
Know more about your customers with powerful CRM.
Increase customer retention via built-in Surveys.
Style the CRM to your company branding with the powerful theme styling feature.
A separate 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.
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