Dec 17, 2015
Dec 4, 2017
- Create good looking proposals for leads or customers and increase sales.
- Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project.
- Increase customer retention via built-in Surveys.
- Build professional, great looking estimates and invoices.
- Know more about your customers with powerful CRM.
- Receive payments from Paypal and Stripe in different currencies.
- Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
- Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
- Style the CRM to your company branding with the powerful theme styling feature.
- Tons of configurable options.
- Create announcements for your staff members and customers.
- Custom fields can store extra information for customers, leads and more.
- 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.
- Follow ups, reports, notes, files and many more features.
- Link tasks to many Perfex CRM features and stay organized.
- Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop.
- Powerful support system with ability to auto import tickets.
- Great looking calendar for each staff member based on staff permissions.
- Use the Goals Tracking feature to keep sales goals in mind.
- Use Contracts feature to lock in current and future sales.