Customer relationship management

A Customer Relationship Management (CRM) tool is software designed to help businesses manage interactions with current and potential customers

More Details

CRM Tools

A Customer Relationship Management (CRM) tool is software designed to help businesses manage interactions with current and potential customers. It typically encompasses a variety of functionalities aimed at organizing, automating, and synchronizing sales, marketing, customer service, and technical support.

Our Features

CRM tools play a crucial role in helping businesses build stronger relationships with customers, improve efficiency, and drive growth by effectively managing interactions throughout the customer lifecycle.

General Information

GDPR Compliance
HotKeys
Quick Installation & Getting Started Tutorial
System Language

Reset my password from phpmyadmin
Add Custom Field for Company
Migrate to another domain/hosting
Server Requirements
How totals are calculated
Staff Permissions Explained
Switch to HTTPS URL After Installing to HTTP
Importing Data
Encryption Key Explained
Auto Update
Manually Update
404 Not Found After Installation
NGINX Config
Installing on IIS – Windows Server
XAMP Installation
Permissions Problem on Installation (shown as non-writable even if they are writable)

Setup

Google Configuration / Features
SMS Provider
Country Specific Config Options
Setup Ticket Form

Import Leads From WordPress Contact Form 7

Payment Gateways

PayPal Smart Checkout
Braintree
Mollie
2Checkout

Authorize.net Accept.js

Installation

Server Requirements
404 Not Found After Installation
NGINX Config
Installing on IIS – Windows Server

Permissions Problem on Installation (shown as non-writable even if they are writable)

Modules

Introduction to Perfex CRM modules
Module Basics
HotKeys
Module File Headers

Create Menu Items

Customers

Sending proposal to customer or lead
Customer admins
New Customer Contact
Send contact set password link

Exporting Customers Invoices/Estimates/Payment to ZIP

Sales

Estimate Request
Subscriptions
Add Items/Products
Send Estimate to Email

Add currencies in total to words feature

Invoices

Merging Invoices
Invoice Overdue Notices
Record Invoice Payment
Create Invoice

Exporting Customers Invoices/Estimates/Payment to ZIP

Estimates

Link Estimate To Project
Send Estimate to Email
Create Estimate
Converting Estimate To Invoice

Converting proposal to estimate/invoice

Proposals

Proposals Templates
Proposal expiration reminders
Sending proposal to customer or lead
Create proposal

Converting proposal to estimate/invoice

General/Setup

Tracking Sent Emails
Subscriptions
Add Items/Products
Payment Modes

Add currencies in total to words feature

Projects

Add New Project Status
Pin Projects
Project Discussions
Project Activity

Disallow project members to see all project tasks

Tasks

Create New Task
Add New Task Status
Copy Task
Linking task to features

Disallow project members to see all project tasks

Support Tickets

Auto Close Tickets
Setup Ticket Form
Ticket Services
Private staff notes

Translating ticket priorities and ticket statuses

Leads

Leads email integration
Generate Lead Report
Convert Lead to Customer
Lead Activity Log

Import Leads From WordPress Contact Form 7

Expense

Expense Reports
Creating Recurring Expense
Billable Expense
Record Expense

Converting Billable Expense to Invoice

Customization

Make admin URL default
Action Hooks
PDF Customization
Create Custom Payment Gateway

Applying custom CSS styles

Surveys

Creating mail lists
Sending surveys
Viewing survey results
New Survey Questions

Including mail list custom fields

Contracts

Contracts Templates
Contract Expiry Notification
Renewing Contract
New Contract

Including mail list custom fields

Knowledge Base

Disabling Knowledge Base
New Knowledge Base Group
New Knowledge Base Article
New Contract

Including mail list custom fields

Email Setup

Email Queue
Email Templates
Email/SMTP Configuration
AWS Email SMTP Setup

Configure email with Google OAuth 2.0

CRM Tools

Every Industry Needs

What We Do?

We are giving you perfect solutions with our proficient services.

Our goal is simple - to help our clients achieve their business goals & maximize RoI through reliable and creative web-based solutions that are tailored to their unique needs. With over a decade of industry experience, a dedicated team of innovators. you can rest assured that you're in safe hands.