About This File
Perfex CRM is self hosted Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design, Perfex CRM can help you look more professional to your customers and help improve business performance at the same time.
List of Addons and Themes for Perfex:
- Account Planning module for Perfex CRM
- All-in-one Support module for Perfex
- Weboox Convert - Perfex CRM to app Android
- Weboox Convert - Perfex CRM to app Windows
- REST API for Perfex CRM
- Perfex CRM Chat
- Call Log module for Perfex CRM
- GoCardless Payment Gateway for Perfex CRM
- Facebook Leads integration module for Perfex CRM
- Assets Management module for Perfex CRM
- Appointly - Perfex CRM Appointments
- Perfex Shop - Sell your Products with Inventory Management (E-commerce module)
- WordFex - Syncronize WordPress with Perfex
- Team Password for Perfex CRM
- OKRs - Objectives and Key Results for Perfex CRM
- Sales Commission Program for Perfex CRM
- Custom jаvascript module for Perfex
- WhatsApp module for Perfex CRM
- HR Records for Perfex CRM
- Accounting and Bookkeeping for Perfex CRM
- Perfex CRM - Flat admin theme
- Shopier Payment Gateway for Perfex CRM
- Spreadsheet Online for Perfex CRM
- Client App For Perfex CRM
- Mercado Pago Payment Gateway for Perfex CRM
- Perfex CRM - Flat theme
- Perfex CRM Office Theme
- Mention and Tag for Perfex CRM
- Multi-Page Web to Lead Form Module
- Perfex CRM and TelegramBot Chat Module
- Perfex CRM - Customer Feedback Module
- Perfex CRM Dark Theme
- Mailbox - Webmail client for Perfex CRM
- Weboox PRO theme for Perfex CRM
- Human Resources Management - HR module for Perfex CRM
- Mercado Pago Payment Gateway for Perfex CRM
- Drag and Drop Perfex CRM Email Builder
- Perfex Zoom Meeting Module
- Inventory Management for Perfex CRM
- Purchase Management for Perfex CRM
- Razorpay Payment Gateway for Perfex CRM
- Recruitment Management for Perfex CRM
- WooCommerce Module for Perfex CRM
- Omni Channel Sales for Perfex CRM
- Project Roadmap - Advanced Reporting for Perfex CRM Projects
- Custom SMS & Email Notifications for Perfex CRM
- Custom Task Filters Module for Perfex CRM
- Tasks Bookmark module for Perfex CRM
- SaaS module for Perfex CRM - Multi Tenancy Support 1.1.0 Nulled 4.99 Euro (not included)
Managing customers is important and Perfex CRM helps in several ways:
- Manage and invoice projects with the powerful Project Management Feature.
- Link tasks to many Perfex CRM features and stay organized.
- Build professional, great looking estimates and invoices.
- Powerful support system with ability to auto import tickets.
- Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
- Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project.
- Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop.
- Create good looking proposals for leads or customers and increase sales.
- Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
- Know more about your customers with powerful CRM.
- Increase customer retention via built-in Surveys.
- Use the Goals Tracking feature to keep sales goals in mind.
- Create announcements for your staff members and customers.
- Use Contracts feature to lock in current and future sales.
- Custom fields can store extra information for customers, leads and more.
- Receive payments from Paypal and Stripe in different currencies.
- Tons of configurable options.
- Style the CRM to your company branding with the powerful theme styling feature.
- Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
- Great looking calendar for each staff member based on staff permissions.
- Follow ups, reports, notes, files and many more features.
What's New in Version v3.3.0 See changelog
Released
- Added OpenAI module
- Added “Summarize ticket with AI” feature
- Added “Suggest ticket reply with AI” feature
- Added fine-tuning support using the knowledge base and predefined replies with OpenAI
- Added ability to enhance ticket reply tone (formal, polite, friendly)
- Added ability to enhance knowledge base text (formal, polite, friendly)
- Updated to the latest Stripe API (Basil version)
- Updated number-to-words conversion to support 3 decimal places
- Updated the checklist progress display for tasks with two checklist items
- Updated unordered list style to disc in .tc-content
- Updated to enforce required item custom field select input
- Improved lead form by properly disabling the save button during submission
- Enhanced expense create/edit view
- Enhanced PHP 8.4 compatibility
- Fixed “Lead is public” checkbox
- Fixed deprecations warnings
- Fixed error when invoicing a project without tasks
- Fixed task assignees select input
- Fixed task milestone select input
- Fixed issues with the TwoCheckout payment gateway
- Fixedproject_descriptionmerge field rendering raw HTML
- Fixed French number-to-words format
- Fixed issue with adding tabs from modules
- Fixed tasks table export, excluding task status
- Fixed PDF file name on draft invoice, save & send email
- Fixed modules from conflicting with the Subscriptions description column on the select query
- Security fixes and enhancements
- Added get_country
