PROJECT MANAGEMENT TOOL
Managing a project with Perfex CRM has never been easier before. Track the project progress, employees’ performance against assigned tasks, Invoice generation, expenses, and time effectively and efficiently.
ONE CLICK INVOICE CREATION
With Perfex CRM, professional invoice creation is simple. You only attach files and send them to your customer with autogenerated PDF invoice. Create recurring invoices for load and productivity management.
CREATE ESTIMATES
Determining the success metrics contributing to managing customer relationships effectively. So, when a customer asks to create estimates, Perfex CRM auto-manages it at its end and sends it back instantly.
CREATE GOOD LOOKING PROPOSALS
Develop your brand reputation by sending professionally-designed proposals to your prospects and customers. Perfex CRM offers everything to include in a proposal, like images, videos, and tables.
LEADS MANAGEMENT
Perfex CRM helps determine the most potential customers by following all psychographic and demographic factors. It improves the productivity of the sales team by focusing on the best prospects in real-time.
RECORD EXPENSES
With Perfex CRM, setting up a recurring sheet to automatically record all expenses is next to nothing. You only need to set billable expenses with time, the remaining will be done by Perfex CRM.
RECORD PAYMENTS
Whenever you receive a payment, Perfex CRM records it regardless of the difference in currencies. Auto-generated files record every transaction and generate PDFs after each transaction for your consideration.
AWESOME SUPPORT SYSTEM
Customer Support is key for customer retention. When your customers generate a query, PERX CRM assigns an auto-generated ticket to keep them engaged and intimates you to respond timely and effectively.
KNOWLEDGE BASE FORCUSTOMERS AND STAFF MEMBERS
Our blogs at Perfex CRM keep you updated all the time and broaden your knowledge base with authentic and accurate information. You can also comment on the information given in a blog.
RECORD PAYMENTS
Whenever you receive a payment, Perfex CRM records it regardless of the difference in currencies. Auto-generated files record every transaction and generate PDFs after each transaction for your consideration.
AWESOME SUPPORT SYSTEM
Customer Support is key for customer retention. When your customers generate a query, PERX CRM assigns an auto-generated ticket to keep them engaged and intimates you to respond timely and effectively.
KNOWLEDGE BASE FORCUSTOMERS AND STAFF MEMBERS
Our blogs at Perfex CRM keep you updated all the time and broaden your knowledge base with authentic and accurate information. You can also comment on the information given in a blog.
RECORD PAYMENTS
Whenever you receive a payment, Perfex CRM records it regardless of the difference in currencies. Auto-generated files record every transaction and generate PDFs after each transaction for your consideration.
AWESOME SUPPORT SYSTEM
Customer Support is key for customer retention. When your customers generate a query, PERX CRM assigns an auto-generated ticket to keep them engaged and intimates you to respond timely and effectively.
KNOWLEDGE BASE FORCUSTOMERS AND STAFF MEMBERS
Our blogs at Perfex CRM keep you updated all the time and broaden your knowledge base with authentic and accurate information. You can also comment on the information given in a blog.
RECORD PAYMENTS
Whenever you receive a payment, Perfex CRM records it regardless of the difference in currencies. Auto-generated files record every transaction and generate PDFs after each transaction for your consideration.
AWESOME SUPPORT SYSTEM
Customer Support is key for customer retention. When your customers generate a query, PERX CRM assigns an auto-generated ticket to keep them engaged and intimates you to respond timely and effectively.
KNOWLEDGE BASE FORCUSTOMERS AND STAFF MEMBERS
Our blogs at Perfex CRM keep you updated all the time and broaden your knowledge base with authentic and accurate information. You can also comment on the information given in a blog.