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Manage Customers, Projects, And Create Invoices In The Cloud.

Customer Relationship Management software that is a great fit for almost any small business, freelancer or many other uses. Explore the awesome Perfex CRM features that will help you get your business to the next level. 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. 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.




Perfex CRM
2015
Macedonia
  • Marketing-advertising
1 Industry
  • English
1 Language
Industries
  • Marketing-advertising
Licensing & Deployment
  • Proprietary
  • Cloud Hosted
  • Web-based
  • Windows
  • Mac
Support
  • Email
  • 24x7 Support
Knowledge Base
  • Help Guides
  • Video
  • Blog
  • On-Site Training

Media

Perfex CRM

Perfex CRM Core Features

Focus of CRM Feature
  • Calendar & Task
  • Custom Dashboard
  • Forecasting & Analytics
  • Lead Management
  • Pipeline Management
  • Reporting
  • Sales Automation
Focus of Project Management Feature
  • Collaboration
  • Dashboard
  • Project Tracking
  • Project Planning
  • Reporting and Forecasting
  • Resource Management
  • Task Management
  • Workflow Management
Focus of Lead Management Feature
  • Contact Management
  • Email Integration
  • Lead Capture
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Sales Tracking

Perfex CRM Pricing

Pricing Type
  • Contact Vendor
Preferred Currency
  • USD ($)
Free Version
  • No
Payment Frequency
  • Annual Subscription
Vendor pricing page

Perfex CRM Reviews

5.0 1 Review
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Online Professionals

Perfex CRM... is a next level CRM!

Perfex CRM is a next level CRM for small snd medium businesses. I personally did a lot of investigation to find something which fits to a small starting website and company. I took me a while testing all kind of CRM-systems for Wordpress. One by one down the drain... like Hubspot and other well know players. I found Perfex CRM via KayChino on YouTube. After 40 minutes and investigation I found a lot of good reviews. And KayChino you’re a KING to review the tooling. I know for sure I will enjoy this CRM. So, I recommend watching the YouTube video of KayChino. If you like it... $ 59,00 is the price for a full and open source CRM which fits into a Wordpress website. See: https://www.onlineprofessionals.nl for a smooth styled login connection!

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
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