OVERVIEW
Manage Customers, Projects, and Create Invoices in the Cloud. Customer Relationship Management software that is a great fit for almost any small business.
DESCRIPTION
Introduction to Perfex CRM
Perfex CRM is simple yet powerful CRM Software that helps you manage Customers, Projects, And Create Invoices In The Cloud. Customer Relationship Management software that is a great fit for almost any small business, freelancer or many other uses.
Key Features of Perfex CRM
- Project management tool
- One click invoice creation
- Create estimates
- Create good looking proposals
- Leads management
- Record expenses
- Record payments
- Awesome support system
- Knowledge base for customers and staff members
- Built in staff tasks
- Manage contracts
- Send surveys to leads and customers
- Detailed calendar
- Company newsfeed
- Goals tracking
- Create additional custom fields
- Simple reports for quick overview
