![]() ![]() Know more about your customers with powerful CRM.Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.Create good-looking proposals for leads or customers and increase sales.Organize your leads in stages and change stages easily with drag and drop. Ability to auto import leads from email and web to lead forms, add notes, create proposals. Keep track of leads in one place and easily follow their progress.The staff member will be able to track the task progress without accessing the project. Add task followers even if the staff is not a project member.Ability to assign multiple staff members on task and track timer per assigned staff. Track time spent on tasks and bill your customers.Powerful support system with an ability to auto-import tickets.Build professional, great looking estimates and invoices.Link tasks to many Perfex CRM features and stay organized.Manage and invoice projects with the powerful Project Management Feature.Managing customers is important and Perfex CRM helps in several ways: With its clean and modern design, Perfex CRM can help you look more professional to your customers and help improve business performance at the same time. Perfex CRM is complete Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. ![]()
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