M to F 9 AM to 5 PM New York Time
Manage and invoice projects with the powerful Project Management Feature. Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
Build professional and great looking invoices. Attach files and send directly to your clients, inculding the invoice PDF. Ability to setup recurring invoices.
Bill your customers in a more faster way via our awesome Strip Subscriptions Feature.
Create subscription, send the subscription to your customer and let Perfex CRM and Stripe do all the work behind the scenes.
Create estimate within minutes. Send to your customers and wait for them to accept. Ability to auto convert the estimate to invoice after the customer accepts. Your customers can view and make actions on the estimate even without logging in.
Create good looking proposals and impress your potential clients or customers include images, table, items, youtube, with the powerful editor. Proposal comments allowed for negotiation.
Creating recurring 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 year. Ability to set expenses billable to customers or specific projects.
Record and Receive payments in different currencies.
Auto generated PDF sent to customer. Ability to add partial payments to invoices is available.
Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add, notes, create proposals, attach files. Organize your leads in Stages and change stages easily with drag and drop.
Perfex CRM Web to Lead feature allows you to build a web form based on leads fields and custom fields to place it on your website, landing page, etc as an iframe.
The visitors can then enter their names, email, upload attachments and other basic information, to create a lead directly in the CRM.
Great support system that helps you track and resolve issuse quickly with ability to auto open ticket from email, insert knowledge base link, add predefined replies.
Have clear view of all your company events upcoming invoice payments, contract expirations, estimates, expiration, tasks finish date, reminders.
You'll never miss anything from the calendar!
You can add custom fields on PDF for invoices, payment, estimates or proposals, and many important features.
Configure to fit your business.Ability to show in the customer portal or table.
Assign tasks to multiple staff members, add followers, attach files. Let your staff comment on tasks, upload files.Tasks can be related to mostly all important features.
Create knowledge base articles and organize them in groups. Help your customers and build trust.
Use Contracts feature to lock in current and future sales. Easily create contract PDF and send the contract directly to the customer email.
Generate reports and have clear view of everything. Keep track of income vs expenses and leads conversions. Knowledge base report included.
Use the Goals tracking feature to keep sales goals in mind. Ability to notify staff members about failure or success
Each staff member has their own personal to do items board to increase productivity. Easily change todo status by the drag and drop.
The customers area is fully separated from the admin area. Each customer has their own portal where they can keep track of financial data from your company.
Send proposal to leads or customers and wait for their feedback. Proposal can be accepted directly from any device.
Ability to create estimates and auto convert to invoice after accepting.
Easily drag and drop to adjust the menu items and remove unnecessary features.
Perfex CRM track timers by multiple task asignees.
Copy tasks in no time with all task data inculding assignees, followers checklist items,atachments.
it has never been easier to adjust the colors to fit your brand! Even option for custom css file allowed which will be auto include in the system to make the styling perfect.
Have a clear view of the time logged time by project and by staff member.
Create project milestones and organize your tasks for outstanding project workflow.
E-Signature option available for contracts, proposals and eslimates.
Let your customers easily sign those document and make your life easier.