Perfex CRM Helps you Manage Customers, Projects, And Create Invoices In The Cloud
Customer Relationship Management software is a great fit for almost any small business, freelancer, or many other uses.
FEATURES AND BENEFITS
Explore the awesome Perfex CRM features that will help you get your business to the next level.
PROJECT MANAGEMENT TOOL
Prefex CRM Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project members.
ONE-CLICK INVOICE CREATION
Build professional and great-looking invoices. Attach files and send them directly to your clients including the invoice PDF. The invoice with a different tax based on the item. Create recurring invoices that will be regenerated automatically based on your setup for recurring invoices (every X months). You can set recurring starting from 1 month to 12 months.
Create an estimate within a minute. Sent to your customers and wait to accept. Ability to auto-convert the estimate to invoice after the customer accepts. Your customers can view and make actions on the estimate even without login.