Modern CRM software that is a great fit for almost any company, freelancer or many other uses
Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. Clients have their own client portal with data and informations from your company.
Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.
Perfex allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoice with different tax based on item.
Create estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept.
Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto send thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available.
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 years. 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.
Enterges 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 addresses, upload attachments and other basic information, to create a lead directly in the CRM.
Great support system that helps you track and resolve issues 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, contracts expirations, estimates expiration, tasks finish date, reminders. You'll never miss anything from the calendar!
You can add custom fields on PDF for Opcens invoices, payments, 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, Tasks can be related to mostly all important features. upload files.
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.
We rank among the best in Argentina, and Ukraine Our apps get
Each staff member has their own productivity. personal to do items board to increase 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 all 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
We rank among the best in Argentina, and Ukraine Our apps get
Perfex CRM track timers by multiple task asignees
E-Signature option available for contracts, proposals and estimates. Let your customers easily sign those documents and make your life easier.
Create project milestones and organize your tasks for outstanding project workflow.
We give the highest periority to security and authentity
Whenever you need a support we are right at your side