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.

Buy License Only Pricing Plans

Perfex CRM Hosting

A budget-friendly Customer Relationship Management solution that is a great fit for almost any small business, freelancer or sole trader.

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.

All the features you you would expect in far more expensive products.

Unlock Perfex CRM Potential

Try the demo to see how Perfex CRM can help you succeed.

Try Demo

Features and Benefits

Explore the awesome Perfex CRM features that will help you get your business to the next level.

01
Project Management and Communication

Project Management Tool

Efficiently oversee and handle projects. Monitor expenses and task-related time, enabling accurate billing. Assign multiple staff members to tasks and track their time contributions within projects.

Detailed Calendar

Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date

Company Newsfeed

Share great company events, upload documents, easy employees communications.

Awesome Support System

Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.

Knowledge Base for Customers and Staff Members

Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.

Built in Staff Tasks

Assign task to multiple employees, add task followers, task comments allowed, task attachments.

02
Customer Support and Knowledge Sharing

03
Customization and Insights

Create Additional Custom Fields

Vailable Custom fields for most of the important features. You can add custom fields to PDF invoices, estimates etc…

Simple Reports for Quick Overview

Reports Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track if your article is usefull to clients, improve text based on votes)

Survey Reports

Generate powerful survey reports

Try Perfex
CRM for Free

Admin Demo

Email: admin@test.com
Password: 123123

Staff Demo

Email: staff1@test.com
Password: 123123

Client Demo

Email: client@test.com
Password: 123123

Sales and Client Relations

One Click Invoice Creation

Build attractive invoices and attach files to send directly to clients as PDFs. It supports applying different tax rates based on individual items. Recurring invoices can be set up to regenerate automatically at specified intervals, ranging from 1 to 12 months.

Create Estimates

Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.

Leads Management

With the simple Kan Ban you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.

Send Surveys to Leads and Customers

Create surveys and impress your customers. Add your question and improve your company productivity. Ability to send surveys to leads/customers/staff members and manualy created mail lists.

Financial Management

Record Expenses

Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.

Record Payments

Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment.

Manage Contracts

Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via buil-in sending contracts feature. Ability to send customer reminders before contracts expiry.

Goals Tracking

Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.

Pricing Plans for Perfex CRM

Starter Plan
Perfect for startups and freelancers
29.95£19.95
/month
- All Perfex Features
- Unlimited clients
- Unlimited Users
- 10GB disk space
- 100GB Bandwidth
- Shared Cloud
Buy Now
POPULAR
Plus Plan
For teams or growing businesses with more storage requirements.
39.95£29.95
/month
- All Perfex Features
- Unlimited clients
- Unlimited Users
- 50GB Disk space
- 100GB Bandwidth
- Shared Cloud
Buy Now
Special
Pro Plan
Your own dedicated Perfex installation
59.95£49.95
/month
- All Perfex Features
- Unlimited clients
- Unlimited Users
- 100GB Disk space
- 1000GB Bandwidth
- Isolated Hosting
- Install Other Apps
Buy Now
Custom Plan
Custom plans built to your requirements
£POA
/month
- Dedicated Managed VPS
- Custom backup options
- Advanced security/WAF
- 3rd Party Plugins
CONTACT

The Only Tool You’ll Ever Need

Perfex CRM is like the swiss army knife of web apps

Customers

Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. Customers area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view.

Invoices

Perfex allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoice with different tax based on item.

Recurring Invoices

Create recurring invoices that will be re-created automatically without you lifting a finger, based on the specified period for the recurring invoice. The period time could be days, weeks, months or years.

Expenses

Creating recurring expenses. Set up a recurring expense and the expense will automatically be re-created after the specified period. The period time could be days, weeks, months or years

Project Management

Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.

Estimates

Create estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept.

Online Payments

Receive payments from Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money and Braintree, we have implemented payment gateways that are available in most of the countries.

Ticketing System

Great support ticket system with auto response, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses, email piping.

Help & Documentation

Explore FAQs for quick answers, access comprehensive documentation, and reach out to our dedicated support team.

FAQs

Having some doubts? Checked frequently asked questions for Perfex CRM.

Browse FAQs

Documentation

Read the documentation and get to know Perfex CRM.

Browse Documentation

Support

Use our dedicated support area to get support after purchasing.

Browse Support

What Our Client Says

Rating Star Icons

“I have been using the system for a few weeks now and have been blown away by how much you can do with it, I can see this becoming an essential tool for my business.”

– Mr Olivers

“I have been using the system for a few weeks now and have been blown away by how much you can do with it, I can see this becoming an essential tool for my business.”

– Mr Olivers

“I have been using the system for a few weeks now and have been blown away by how much you can do with it, I can see this becoming an essential tool for my business.”

– Mr Olivers

Even More Features

Time tracking, copy tasks, change styles, timesheet reports, project milestones, e-signatures, goals tracking and more. Checkout all the other great features of Perfex CRM over at code canyon.

Visit Codecanyon

Manage Customers, Projects, And Create Invoices In The Cloud

Perfex CRM Hosting

Unlock Perfex CRM Potential

Features and Benefits

01 Project Management and Communication

Project Management Tool

Detailed Calendar

Company Newsfeed

Awesome Support System

Knowledge Base for Customers and Staff Members

Built in Staff Tasks

02 Customer Support and Knowledge Sharing

03 Customization and Insights

Create Additional Custom Fields

Simple Reports for Quick Overview

Survey Reports

Try Perfex CRM for Free

Sales and Client Relations

One Click Invoice Creation

Create Estimates

Leads Management

Send Surveys to Leads and Customers

Financial Management

Record Expenses

Record Payments

Manage Contracts

Goals Tracking

Pricing Plans for Perfex CRM

The Only Tool You’ll Ever Need

Customers

Invoices

Recurring Invoices

Expenses

Project Management

Estimates

Online Payments

Ticketing System

Help & Documentation

FAQs

Documentation

Support

What Our Client Says

Even More Features

01
Project Management and Communication

02
Customer Support and Knowledge Sharing

03
Customization and Insights

Try Perfex
CRM for Free