Perfex CRM Lifetime Deal – $59

Customer relationship management (CRM) software is an all-in-one tool to manage customer info, add notes, send emails, customer satisfaction, and so much more. And, you can do it all without leaving the CRM software platform.

Many small businesses make do by managing customer details through sticky notes or manual spreadsheets. But, not you. Not anymore. As your business grows, manual processes become increasingly inefficient and costly. If you’re not careful, it could easily cost you customers and sales.

CRM software helps keep everyone in your company on the same page, bringing marketing, sales, and customer support together with all the data they need to succeed in their roles.

With CRM software, your small business can easily store and access all the customer info you need, resulting in personalized, attentive service, efficiently

Introducing PERFEX

Perfex 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.

FEATURES AND BENEFITS

Explore the awesome Perfex CRM features that will help you get your business to the next level.

CREATE GOOD LOOKING PROPOSALS
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.

LEADS MANAGEMENT
With the simple KanBan 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.

RECORD EXPENSES
Record company expenses. Set up a recurring expense and the expense will automatically be created after the specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.

RECORD PAYMENTS
Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment.

AWESOME SUPPORT SYSTEM
Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.

KNOWLEDGE BASE FOR CUSTOMERS AND STAFF MEMBERS
Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.

BUILT-IN STAFF TASKS
Assign task to multiple employees, add task followers, task comments allowed, task attachments

MANAGE CONTRACTS
Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and to your customers via built-in sending contracts feature. Ability to send customer reminders before contracts expiry.

SEND SURVEYS TO LEADS AND CUSTOMERS
Create surveys and impress your customers. Add your question and improve your company productivity. Ability to send surveys to leads/customers/staff members and manually created mail lists.

DETAILED CALENDAR
Have a clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date

COMPANY NEWSFEED
Share great company events, upload documents, and easy employee communications.

GOALS TRACKING
Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.

CREATE ADDITIONAL CUSTOM FIELDS
Available Custom fields for most of the important features. You can add custom fields to PDF invoices, estimates etc…

SIMPLE REPORTS FOR QUICK OVERVIEW
Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledgebase articles (Track if your article is useful to clients, improve text based on votes)

SURVEY REPORTS
Generate powerful survey reports