Perfex Powerful Open Source CRM

Perfex CRM is a versatile and powerful self-hosted Customer Relationship Management software that caters to the needs of various businesses, freelancers, and more. Its sleek and modern design not only enhances your professional image but also optimizes business performance.

Efficiently manage and invoice projects with the robust Project Management Feature, link tasks across different CRM features to maintain organization, and create professional estimates and invoices effortlessly.

Enhance your customer support with a powerful system that can auto-import tickets, track time spent on tasks, and manage multiple staff assignments with ease.

Streamline lead management by tracking leads, importing from email, adding notes, and creating proposals in organized stages that can be easily updated with a simple drag and drop interface.

Improve sales by creating attractive proposals, tracking expenses, understanding customer behaviors with a robust CRM, increasing customer retention with built-in Surveys, and setting sales goals using the Goals Tracking feature.

Utilize Contracts for securing current and future sales, store additional customer information using custom fields, receive payments in multiple currencies via Paypal and Stripe, and customize the CRM to your brand with theme styling.

Moreover, enjoy a calendar feature for each staff member, separated media folders for non-admin staff, follow-up options, extensive reports, and various other useful functionalities to streamline your business operations.