Perfex Powerful Open Source CRM

Perfex CRM is a self-hosted Customer Relationship Management (CRM) software that is perfect for businesses, freelancers, and organizations looking for a powerful yet simple solution. With its sleek and modern design, it helps businesses maintain a professional appearance while also improving work efficiency.

Why Choose Perfex CRM?

Managing customers properly is a key factor in any business’s success, and Perfex CRM makes this process easier in multiple ways:

• Organize projects and invoice clients effortlessly with its built-in Project Management tool.
• Keep tasks structured by linking them to various features within the CRM.
• Generate polished and professional invoices and estimates.
• Provides a solid support system that automatically imports tickets.
• Log working hours on tasks and bill customers accurately. Multiple employees can be assigned to one task, making tracking easy.
• Even if someone isn’t directly involved in a project, you can add them as a follower so they can keep track of progress.
• Manage and track leads in one centralized location, import leads automatically from emails, add notes, and create customized proposals. The drag-and-drop feature helps with organizing leads better.
• Boost sales by creating compelling proposals for potential clients.
• Record company and project expenses while easily converting them into invoices.
• Get a better understanding of your customers using advanced CRM tools.
• Use built-in surveys to increase customer engagement and satisfaction.
• Monitor sales targets with the Goals Tracking feature.
• Post announcements for staff and clients in just a few clicks.
• Secure important business deals using the Contracts feature.
• Store extra details about clients, leads, and records with custom fields.
• Accept payments through multiple gateways like PayPal and Stripe, supporting different currencies.
• Tailor the CRM to your brand using the powerful customization features.
• Organize files efficiently with a dedicated media folder that allows non-admin employees to upload and manage documents.
• Each team member gets a personalized calendar that updates based on their permissions.
• Additional tools like follow-ups, reports, notes, and file management help streamline work operations.

Advanced Support System

Customer satisfaction is at the core of any CRM, and Perfex doesn’t disappoint. The integrated ticketing system allows businesses to address customer concerns quickly and efficiently. It also has an automated reminder feature where you can set notifications for yourself or your team members via email or in-app alerts with just one click.

Perfex CRM is jam-packed with features that make it a great choice for all sorts of businesses. If you want to see how it works, check out the demo below!

System Requirements

Before installing Perfex CRM, ensure your server meets the following requirements:

• PHP 8.1 or higher
• MySQL 5.1+
• Apache with mod_rewrite enabled
• MySQLi, PDO, cURL, OpenSSL, MBString, iconv, IMAP (not recommended for GoDaddy email), GD, and Zip PHP extensions
• allow_url_fopen enabled

Try the Demo

Want to see Perfex CRM in action? Try the live demo:

Admin Access:

Admin Demo

• Email: admin@test.com
• Password: perfexdemo

Staff Access:

Staff Demo

• Email: staff1@test.com
• Password: perfexdemo

Client Access:

Client Demo

• Email: client@test.com
• Password: perfexdemo

Latest Version: 3.2.1 (Released November 11, 2024)

Updates and Fixes:

• Fixed issues with the estimates settings menu.
• Fixed timesheet overview errors for certain databases.
• Resolved Stripe iDEAL module activation error.
• Changed invoice overdue days to show float instead of integer.
• Updated financial stats visibility by default on invoices.
• Improved customer profile and project overview UI.
• Smart auto-detection for logo color based on header background.
• Sidebar profile button now adjusts color dynamically.
• Added customization options for content background and table links.
• Various UI and responsive fixes.
• Security vulnerabilities patched, thanks to BBSEC & BBS TECHNOLOGY Batuhan Sarı.

Perfex CRM keeps evolving to provide businesses with an efficient, user-friendly, and customizable CRM experience. Try it out today and see how it can transform the way you manage clients and projects!