Perfex CRM PHP Scripts Features

• Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
• Keep track of leads in one place and easily follow their progress.
• Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
• Great looking calendar for each staff member based on staff permissions.
• Follow ups, reports, notes, files and many more features.
• Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
• Receive payments from Paypal and Stripe in different currencies.
• Create good looking proposals for leads or customers and increase sales.
• Add task followers even if the staff is not project member.
• Powerful support system with ability to auto import tickets.
• Custom fields can store extra information for customers, leads and more.
• Style the CRM to your company branding with the powerful theme styling feature.
• Tons of configurable options.
• Use the Goals Tracking feature to keep sales goals in mind.
• Know more about your customers with powerful CRM.
• Increase customer retention via built-in Surveys.
• Build professional, great looking estimates and invoices.
• Use Contracts feature to lock in current and future sales.
• Create announcements for your staff members and customers.
• Manage and invoice projects with the powerful Project Management Feature.
• Link tasks to many Perfex CRM features and stay organized.