What Is A CRM?
Customer relationship management is a process in which a business or other organization administers its interactions with customers, typically using data analysis to study large amounts of information.
What Is Perfex CRM?
Perfex CRM is an open source CRM meaning the source code is available to anyone. It costs about 50 USD for the base code and you would need a server that runs PHP to host it.
Here are just some of the features that perfex has to offer
Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.
Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.
Estimates And Proposals
Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.
Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor. Proposals comments allowed for further discussion with the customer.
With the simple Kan Ban you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.
Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.
Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date
Available Custom fields for most of the important features. You can add custom fields to PDF invoices, estimates etc…
Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.
Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via buil-in sending contracts feature. Ability to send customer reminders before contracts expiry.
As you can see perfex is a great system with very minimal costs. There is an infinite amount of add ons