Home/CRM Software/Perfex CRM
Updated on: September 30, 2022
Perfex CRM - CRM Software
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81% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Perfex CRM

Integrated CRM and Project Management Tool
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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.

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Perfex CRM Features Show All Features

Perfex CRM Technical details

Support Online Customer Type Freelancers Medium Business Small Business
API NA Location / Phone Number Strumica, Republic of Macedonia
Deployment SaaS/Web/Cloud Official Website https://www.perfexcrm.com/
Category CRM Software

Perfex CRM Pricing

Pricing ModelOne-time license
Perfex CRM
$59 Regular License

1. Regular License :

  • $59 (6 months support)
  • $79.25 (12 months support)

2. Extended License :

  • $295 (6 months support)
  • $396.25 (12 months support)

Features

  • 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

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.

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Videos on Perfex CRM

Perfex CRM - Upgrade Tutorial
Perfex CRM - Upgrade Tutorial
Perfex CRM - Installation Tutorial

Perfex CRM Screenshots

Proposal
Proposal
Proposal

Perfex CRM FAQs

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.

No, Perfex CRM does not provide API.


Disclaimer

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