Perfex – Powerful Open Source CRM is a Customer Relationship Management (CRM) system. The software’s main objective is to help businesses manage their relationships with customers effectively, improve customer retention, and streamline operations.
Some of the standout features highlighted on the webpage include:
1. Customer Management: Perfex enables businesses to store detailed customer information, communication history, and contact details all in one place. This helps users access important customer information whenever needed, ensuring personalized and efficient customer interactions.
2. Projects and Tasks: The software includes a project management module that allows businesses to create, assign, and track tasks and projects within the system. Task deadlines, progress tracking, and associated documents can all be managed within Perfex.
3. Invoicing and Payments: Perfex provides an invoicing feature that allows businesses to generate custom invoices, track payments, and generate reports related to financial transactions. Integration with popular payment gateways enables convenient online payment processing.
4. Support Ticketing System: The CRM system incorporates a support ticketing module, which streamlines customer support operations. Users can create, assign, and manage support tickets, leading to efficient issue resolution and improved customer satisfaction.
5. Reporting and Analytics: Perfex offers various reporting tools that provide users with valuable business insights. These reports include sales analytics, financial reports, customer activity snapshots, and much more.
