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Perfex CRM
Powerful Open Source CRM·perfexcrm.com
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
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))