Perfex CRM is complete 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. CRMs need to focus on customers and Perfex CRM does that with a powerful support system that helps you track and resolve issues quickly via the integrated ticket system and customer reminders. Assign reminders to yourself, one or many staff members and with one click, reminders can be sent to email and in-app notification system. These features and more can take customer satisfaction to the next level.
Added password as merge field in welcome email template.
Added 2Checkout payment gateway.
Added milestone description with option to turn off/on visibility to customer.
Added filter for upcoming tasks in the tasks tables.
Added ability to link estimate to project.
Added filters for project timesheets by staff member for members with permission for projects CREATE & many more..
Perfex - Powerful Open Source CRM
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