Perfex is a self-hosted Customer Relationship Management system that can be used by almost any business, freelancer, or for a variety of other purposes. Perfex CRM’s clean and modern design can help you appear more professional to your customers while also improving business performance.
ways perfex customer relationship management software can help.
because managing customers is very important, below are several ways perfex CRMS can help.
1. Support system with the ability to automatically import tickets.
2. Create professional estimates and invoices that look great.
3. Stay organized by linking tasks to many Perfex CRM features.
4. The powerful Project Management Feature allows you to manage and invoice projects.
5. With a powerful CRM, you can learn more about your customers.
6. Keep track of your company/project expenses and bill your customers with an auto-conversion to invoice feature.
7. Increase sales by creating attractive proposals for leads or customers.
8. Keep track of all of your leads in one place and track their progress with ease. Ability to automatically import leads from email, create notes, and proposals. Organize your leads into stages and switch between them with a simple drag-and-drop operation.
9. Even if the staff is not a project member, they can be added as task followers. Without having access to the project, the staff member will be able to track the task’s progress.
10. Keep track of how much time you spend on each task and bill your customers accordingly. Ability to assign multiple employees to a task and track timers for each employee.
11. Customers, leads, and other types of data can be saved in custom fields.
12. To lock in current and future sales, use the Contracts feature.
13. Make announcements to your customers and employees.
14. Keep track of your sales goals with the Goals Tracking feature.
15. Customer retention can be improved with built-in surveys.
16. Receive payments in various currencies from Paypal and Stripe.
Perfex CRM has a wide range of features that can be customized to fit a variety of needs. Read on to learn more about the features and to try out the demo to see how Perfex CRM can assist you in achieving your goals.
1. Projects:
Keep track of how much time you spend on each task and bill your customers accordingly. Ability to assign multiple employees to a task and track timers for each employee.
2. Invoice:
Create invoices that are both professional and attractive. Attach files and send it to clients directly, along with the invoice pdf. It is possible to set up a recurring invoice. This support PayPal, stripe, instamojo, pay you money, brain tree, authorize.net.
3. Support system:
Great support system with the ability to auto-open tickets from email, which helps track and resolve issues quickly.
3. Tasks:
Assign tasks to staff members, invite followers, attach files, allow staff members to comment on tasks, and upload files.
Perfex CRM focuses on customers with a robust support system that helps you track and resolve issues quickly through an integrated ticket system and customer reminders. Assign reminders to yourself, one or more employees, and have them sent to email and the in-app notification system with a single click. These features, along with others, have the potential to raise customer satisfaction to new heights.
we recommend perfex Customer relationship management because is the best tool to boost your business.
