Perfex CRM is a perfect multi-functional tool for any type of business, freelancer, and different kinds of specialists. It is aimed at organizing the work process and building effective customer relations. When it comes to handling projects, issuing invoices, or monitoring expenditures, it makes the processes very easy, thus sustaining business efficiency in its professional presentation. Not only does Perfex CRM look good and deliver a clean image to your organization, but it also improves the users’ overall service-providing ability towards clients and efficiency at handling business processes.
Perfex CRM has an easily navigable layout that allows you to create estimates and invoices, work with leads, and create unique and complex proposals to capture the client’s attention. It also has efficient customer support, which ensures proper communication with the clients and solves all the problems. There are features for tracking payments and expenses and using multiple currencies and payment solutions, including PayPal and Stripe. As for the tools of Perfex CRM, your efficiency will be boosted, and customers will be satisfied, so you will spend more time developing your company.
Perfex CRM also integrates features for shared communication with team members, the ability to assign tasks within the company, and a company bulletin to keep members updated with information and reports to update members about the company’s performance. This also contains a calendar for the purpose of keeping track of events and due dates and the option of goal setting with measurements of business performance.
Key Features of Perfex CRM:
- Project Management: Organise bills, cost estimates, and time tracking for certain jobs.
- Invoice Creation: Create outstanding and send professional invoices, as well as an option for subscription settings.
- Estimate Generation: Be able to give fast estimates that could easily be turned into bills once the client agrees to them.
- Proposal Development: Design proposals that involve presenters, videos, and other forms of media.
- Lead Management: Manage your leads and the progress you make with these leads on an easily understandable graphical dashboard.
- Expense and Payment Tracking: Document spending in different currencies and receive customer money.
- Support Ticket System: An elaborate plan to address the customers' concerns.
- Knowledge Base and Task Management: Educate clients, members, and staff and effectively address all the group’s tasks.
- Contracts and Surveys: Sign and negotiate contracts and collect feedback from clients through the help of surveys.
- Calendar and Goals Tracking: Monitor key events and goals using calendars and other means to draw attention to the company targets.
- Custom Fields and Reporting: Modify form fields, follow the formulas, and obtain detailed formats to assess business activities.
