Perfex CRM is self hosted Buyer Relationship Administration software program that may be a nice match for nearly any firm, freelancer or many different makes use of. With its clear and trendy design, Perfex CRM might help you look extra skilled to your clients and assist enhance enterprise efficiency on the similar time.
Managing clients is essential and Perfex CRM helps in a number of methods:
- Handle and bill tasks with the highly effective Undertaking Administration Function.
- Hyperlink duties to many Perfex CRM options and keep organized.
- Construct skilled, nice trying estimates and invoices.
- Highly effective help system with capacity to auto import tickets.
- Observe time spent on duties and invoice your clients. Potential to assign a number of workers members on process and observe timer per assigned workers.
- Add process followers even when the workers will not be undertaking member. The workers member will have the ability to observe the duty progress with out accessing the undertaking.
- Preserve observe of leads in a single place and simply comply with their progress. Potential to auto import leads from electronic mail, add notes, create proposals. Arrange your leads in levels and alter levels simply with drag and drop.
- Create good trying proposals for leads or clients and improve gross sales.
- Data your organization/undertaking bills and have the flexibility to invoice to your clients and auto convert to bill.
- Know extra about your clients with highly effective CRM.
- Improve buyer retention through built-in Surveys.
- Use the Targets Monitoring function to maintain gross sales targets in thoughts.
- Create bulletins on your workers members and clients.
- Use Contracts function to lock in present and future gross sales.
- Customized fields can retailer additional info for patrons, leads and extra.
- Obtain funds from Paypal and Stripe in numerous currencies.
- Tons of configurable choices.
- Type the CRM to your organization branding with the highly effective theme styling function.
- Separated media folder for non-admin workers members to work contained in the CRM and arrange their uploads and information.
- Nice trying calendar for every workers member primarily based on workers permissions.
- Comply with ups, stories, notes, information and plenty of extra options.
CRMs have to concentrate on clients and Perfex CRM does that with a robust help system that helps you observe and resolve points rapidly through the built-in ticket system and buyer reminders. Assign reminders to your self, one or many workers members and with one click on, reminders might be despatched to electronic mail and in-app notification system. These options and extra can take buyer satisfaction to the following stage.
Perfex CRM has many options designed to suit many purposes. Learn extra in regards to the options under and take a look at the demo to see how Perfex CRM might help you succeed.
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