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Module
  • Import Leads From WordPress Contact Form 7
  • Setup Web to Lead Form
  • Leads email integration
  • Sending proposal to customer or lead
  • Convert Lead to Customer
  • Create New Lead
  • Lead Sources

Lead

  • Record Expense
  • Expense Reports
  • Creating Recurring Expense
  • Billable Expense
  • Converting Billable Expense to Invoice

Expenses

  • Invoices(7)       Proposals(5)
  • Subscriptions  Currencies
  • Convert Lead to Customer
  • Payment Modes
  • Sending proposal to customer or lead
  • Estimates(6)
  • General/Setup(7)
  • Subscriptions
  • Recurring Invoice
  • Add Items/Products

Sales

  • Sending proposal to customer or lead
  • New Customer Contact
  • New Customer
  • Customer admins
  • Customers Registration
  • Reports
  • Exporting Customers Invoices/Estimates/Payment to ZIP

Customer

  • Add New Project Status
  • Timesheets
  • New Project
  • Invoicing Project
  • Disallow project members to see all project tasks
  • Pin Projects
  • Finance Overview

Projects

  • Contracts Templates
  • New Contract
  • Contract Expiry Notification
  • Renewing Contract

Contracts

  • Email Piping / Auto Importing Tickets
  • Setup Ticket Form
  • Subscriptions
  • Departments
  • Convert Lead to Customer
  • Ticket Services
  • Ticket Email Templates
  • Auto Close Tickets
  • Allowed file extension

 Support Tickets

  • Add New Task Status
  • Recurring Tasks
  • New Customer
  • Disallow project members to see all project tasks
  • Create New Task
  • Task Timesheets
  • Bill Tasks
  • Linking task to features

Tasks

  • Disabling Knowledge Base
  • New Knowledge Base Article
  • New Knowledge Base Group

Knowledge Base

  • E-signature option available for contracts for proposal and estimates.
  • Let your customers easily sign those documents and make your life easier.

E-Signature

  • PDF Customization
  • Add Full Size Login Background Image
  • Customers Templates
  • Action Hooks
  • Overwrite Translation Text
  • Applying custom CSS styles
  • Edit view files without
    messing the core view files

Customization

  • Creating mail lists
  • Sending surveys
  • New Survey Questions
  • Including mail list custom fields
  • Viewing survey results
  • New Survey
  • Sending survey to mail lists

Surveys

  • Create project milestones and organize your tasks for outstanding project workflow.

Project Milestone

  • Ability to create estimates and auto convert to invoice after accepting

Send Estimates To Customers

  • Perfex CRM track timers by multiple task asignees

Track Timers By Multiple Members

  • Creating mail lists
  • Sending surveys
  • New Survey Questions
  • Including mail list custom fields
  • Viewing survey results
  • New Survey
  • Sending survey to mail lists

Timesheets Reports

  • Send proposal to leads or customers and wait for their feedback.
  • ​ Proposal can be accepted directly from any device

Create Looking Good Proposals

  • Use the Goals tracking feature to keepsales goals in mind.
  • Ability to notify staff members about failure or success

Goals Tracking

  • Each staff member has their own personal to do items board to increase productivity.
  • ​Easily change todo status by the drag and drop.

Personal To Do List

  • 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.

Customers Area

  • Generate reports and have clear view of everything.
  • Keep track of income vs. expenses and leads conversions.
  • ​ Knowledge base report included.

Reports

  • 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 addresses, upload attachments and other basic information, to create a lead directly in the CRM.

Web To Lead Forms

  • 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

Calendar

  • Use Contracts feature to lock in current and future sales.
  • Easily create contract PDF and send the contract directly to the customer email.

Contracts

  • Team Password Module is a self-hosted team
  • password manager for companies to share passwords with there teams or clients.
  • Each password will be encrypted

Password Management

  • Spreadsheet Online Module is a powerful spreadsheet editor
  • ​ contemporary spreadsheet software like Excel.
  • ​This module helps you reach your goals and lead you to make better decisions.

Online Spreadsheet Module 

  • Set a timer for you customers and leads
  • create a timer for a future date, and eliminate the risk of forgetting.
  • Delete the sending record and ensure the email is sent again; you might need continuity.

Mail Timer

  • use repeatedly whenever you want.
  • When sending emails from lists, select the template you created earlier
  •  avoid writing the same emails over again.

Email Automation

  • Record and receive payments in different currencies.
  • Auto generated PDF sent to customer.
  • ​Ability to add partial payments to invoices is available.

Payments

  • Spreadsheet Online Module is  a powerful spreadsheet editor
  • ​  contemporary spreadsheet software like Excel.
  • ​This module helps you reach your goals and lead you to make better decisions.

Online Spreadsheet Module 

  • Set a timer for you customers and leads
  •  create a timer for a future date, and eliminate the risk of forgetting.
  • Delete the sending record and ensure the email is sent again; you might need continuity.

Mail Timer

  • use repeatedly whenever you want.
  • When sending emails from lists, select the template you created earlier and avoid writing the same emails over again.

Email Automation

  • Comprehensive Chat Views
  • Rich Messaging Details
  • Client Support
  • State Indicators
  • Notification System
  • Enhanced Interactivity

Chat Module 

  • HR Records is a human resource records system.
  • The primary function is to provide a central database containing records for all employees past and present.
  • Human resource records refers to the informational documents utilized by an organisation to carry out its functions.
  • It represents the memory of organisation.

HR Records Module

  • Accounting and Bookkeeping module for Perfex CRM - CodeCanyon Item for Sale
  • Live Preview Screenshots
  • Note: This is a module for Perfex CRM.
  • Not a standalone script.
  • recording and tracking financial inputting, sorting, measuring, and then communicating transactions Bookkeeping, or financial accounting  purchases, sales, and receipts bookkeeper records and organizes all of the transactions

Accounting

  • versatile appointment scheduling module
  • easy integration
  • Manage appointments, add staff as attendees, set subjects, descriptions, dates, and times
  • Google Calendar and Outlook Calendar. create, update, or delete events right from the CRM.
  • internal contacts, external contacts, or leads.
  • user-friendly design
  • Email and SMS Notifications,

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