Perfex v1.2.2 – Powerful Open Source CRM is complete Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design, Perfex CRM can help you look more professional to your customers and help improve business performance at the same time.
Sales are important and Perfex CRM helps in several ways:
- 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 staff and track timer per assigned staff.
- 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.
- Keep track of leads in one place and easily follow their progress.
- Create good looking proposals for leads or customers and increase sales.
- Records your company expenses and have the ability to bill to your customers and auto convert to invoice.
- Know more about your customers with powerful CRM.
- Increase customer retention via built-in Surveys.
- Use the Goals Tracking feature to keep sales goals in mind.
- Build professional, great looking estimates and invoices.
- Powerful support system with ability to auto import tickets.
- Use Contracts feature to lock in current and future sales.
- Custom fields can store extra information for customers, leads and more.
- Follow ups, reports, notes, files and many more features.
CRMs need to focus on customers and Perfex CRM does that with a powerful support system that helps you track and resolve issues quickly via the integrated ticket system and customer reminders. Assign reminders to yourself, one or many staff members and with one click, reminders can be sent to email and in-app notification system. These features and more can take customer satisfaction to the next level.
Perfex CRM has many features designed to fit many applications. Read more about the features below and try the demo to see how Perfex CRM can help you succeed.
Perfex v1.2.2 – Powerful Open Source CRM Changelog
* Added password as merge field in welcome email template.
* Added 2Checkout payment gateway.
* Added milestone description with option to turn off/on visibility to customer.
* Added filter for upcoming tasks in the tasks tables.
* Added ability to link estimate to project.
* Added filters for project timesheets by staff member for members with permission for projects CREATE.
* Added option to chose does to disalow customer to edit custom field.
* Added option to select custom date for recurring invoices.
* Added notification when new lead attachment is uploaded.
* Improved: Added ability to edit todo.
* Improved: Added option to add new todo item from the dashboard.
* Improved: Added estimates searchable to top search bar.
* Improved: Updated to CodeIgniter 3.1.0.
* Improved: When doing upgrade database upgrade process will be from the browser by clicking on button. No need anymore to set migration to true and go to yourdomain.com/update/
* Changed: Sessions will be stored in database instead in files.
* Changed: Moved stripe_payment.php view to the payment gateways library.
* Removed: themes/perfex/views/stripe_payment.php
* Removed: controllers/update.php
* Fixed lead not opening problem.
* Fixed proposal table error on some MySQL Versions.
* Fixed top search results not format invoice number.
* Fixed dashboard invoices not sent includes cancelled invoices.
* Fixed bug for customer password templates when using my_email
* Fixed bug when updating in version 1.2.0
* Fixed bug when using number to word for invoices and estimates and custom_lang.php file is used
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