Perfex CRM is CRM Software. Perfex CRM offers the following functionalities:
- Quotes (Proposals)
- List Management
- Customer Support
- Marketing Automation
- Project Management
- Contact Management
Learn more about Perfex CRM features.
What is Perfex CRM and how does it work?
Perfex is a Customer Relationship Management (CRM) system that is aimed at small businesses and freelancers. Project management features let users track expenses and time spent on tasks, and bill their customers. It also provides the ability to assign tasks and track logged time. They can even 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 tables, images, YouTube videos and more. Lead management is possible and is helped using kanban layouts and users can automatically import leads from emails. On top of all this, features for managing expenses and payments with automatic reports after each PayPal payment, task management, contract management, surveys, goal tracking, and more are available.
|Support||Online||Customer Type||Freelancers Medium Business Small Business|
|API||NA||Location / Phone Number||Strumica, Republic of Macedonia|
1. Regular License :
2. Extended License :
Disclaimer: The pricing details were last updated on 14/02/2019 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.
Learn more about Perfex CRM pricing.
No, Perfex CRM does not provide API.
The research is compiled using multiple sources, let us know of any feedback on email@example.com