Perfex CRM is unclaimed —

Perfex CRM

Powerful Open Source CRM·perfexcrm.com

One-time · Open source See pricing ↓

Perfex CRM is a customer relationship and project management software aimed at small businesses and freelancers. It lets users manage customers, projects, invoices, estimates, proposals, leads, expenses, payments, support tickets, contracts and surveys from one system. It is sold as a self-hosted, one-time-purchase license that can be installed and customized by the buyer.

What it's for

Manage and invoice projectsCreate and send invoices, estimates and proposalsTrack leads through a Kanban pipelineRecord company/project expenses and bill them to customersRecord customer payments via PayPal and StripeRun a support ticket system with knowledge baseAssign and track staff tasksCreate and send contractsSend surveys to leads and customersTrack company goals and generate reports

Features 19

Auto-import leads from email
Company newsfeed for internal communication
Company-wide calendar of events, invoices, contracts, tasks
Contract creation and PDF generation with expiry reminders
Custom fields on invoices, estimates, and other records
Estimate creation with auto-convert to invoice
Expense recording with recurring expenses
Goals tracking with staff notifications
Knowledge base for customers and staff
Leads management via Kanban board
One-click professional invoice creation with PDF attachments
Payment recording via PayPal and Stripe
Project management with time tracking and invoicing
Proposal builder with images, tables, and video embeds
Recurring invoices (1-12 month intervals)
Sales, income, and survey reporting
Staff task assignment with followers and comments
Support ticket system with autoresponder and predefined replies
Survey creation and sending to leads/customers/staff

At a glance

free trialopen sourceself-hostable

TypeWeb app

DeploymentSelf-hosted

PlatformsWeb

Forsmall business, freelancer

CompanyPerfex CRM

Integrations

myDATA AADEStripePayTRPayPalBit Integrations

Resources

Pricing

Sold as a one-time purchase for $89 rather than a monthly/annual subscription; hosting is offered separately.

Perfex CRM LicenseQuote

One-time purchase price of $89 (Buy Now ($89))