Perfex - Powerful Open Source CRM

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Perfex - Powerful Open Source CRM
Đăng lên ngày 22/06/2016 13:36

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.

Managing customers is important and Perfex CRM helps in several ways:

Manage and invoice projects with the powerful Project Management Feature. 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. Create good looking proposals for leads or customers and increase sales. Records your company 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. Build professional, great looking estimates and invoices. Powerful support system with ability to auto import tickets. Use Contracts feature to lock in current and future sales. Custom fields can store extra information for customers, leads and more. Follow ups, reports, notes, files and many more features.
Cập nhật ngày 18/08/2017 00:00