Perfex-CRM is the best CRM i know so far in Codecanyon. User friendly features and design that helps organise business clients with ease. In particular, Perfex is designed with the understanding of day to day business process whether it is small or big and i have no doubt the author possess not only excellent coding but business process.
Perfex-CRM Script Features
- Invoices – Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF.
- 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. Your customers can view and make actions then estimate even without login.
- Proposals – create good looking proposals and impress your potential clients or customers. Include images, tables, items, youtube videos tih the powerful editor. Proposal comments allowed for negotiation.
- Expenses – creating recurring expenses. Set up a recurring expense and the expense will automatically be created after the specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers.
- Payments – record and receive payments in different currencies. Auto generated PDF send to the customer.
- Calendar – have clear view of all your company events, upcoming invoice payments, contracts expiration, estimate expiration, tasks finish date, reminders. You will never miss anything from the calendar.
- Custom Fields – available custom fields for all features. You can add custom fields on PDF for invoices, payments, estimates or proposals. Configure to fit your business. Ability to show in the customer portal or in table.
- Tasks – assign task to multiple staff members, add followers or make the task public. Let your staff comment on tasks. Task can be related to mostly add important features.
- Reports – generate reports and have clear view of everything. Keep track income vs expenses and leads conversions.
- Customers Area – the customers area is fully separated from the admin area. Each customer have their own portal where can keep track from all financial data from your company.