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Perfex CRM Sales

Perfex CRM

Brand : Perfex CRM

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Perfex CRM Software Pricing, Features & Reviews

What is Perfex?

Perfex is a customer relationship management software designed to track leads and increase the customer base of the business. This CRM software enables sales teams to not only generate leads from their ad campaigns, but also schedule their contact and follow-ups. The software assists in creation of a pipeline view of the sales procedure for efficient management of leads. It also helps managers to oversee the workflows of the employee and evaluate their performance.

Perfex CRM Pricing & Plans

Perfex CRM price is available on request

Looking for pricing details, customization requirements or have other queries? We are just a click away.

Perfex CRM Features

Lead / Sales Management

  • icon_check Contact & Account Management
  • icon_check Opportunity & Pipeline Management
  • icon_check Customer Contract Management
  • icon_check Lead Qualification
  • icon_check Workflow Automation and Management
  • icon_check Task / Activity Management
  • icon_check Quote Management
  • icon_check Lead Prioritisation
  • icon_check Order Management
  • icon_check Calling & Recording

Marketing Automation

  • icon_check Email Marketing
  • icon_check Social Network Integration
  • icon_check Campaign Management

Data Sourcing / Integrations

  • icon_check Social Network Integration
  • icon_check Data Import/Export

Personalization / Customizations

  • icon_check Lead Qualification
  • icon_check Workflow Automation and Management
  • icon_check Task / Activity Management
  • icon_check Lead Prioritisation

Reporting & Analytics

  • icon_check Reports & Dashboards
  • icon_check Forecasting
  • icon_check Predictive Analytics

Others

  • icon_check Track Expenses This feature provides detailed insights into sales expenses and trace ROI on investments.
  • icon_check Payment Management Perfex CRM software integrates with payment gateways for efficient collection of payment on sales.
  • icon_check Calender Management Perfex CRM software offers calendar to manage all the tasks done by sales team efficiently. It schedules all the tasks and, in

Perfex CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Language:
  • Ubuntu Windows MacOS Linux
  • DesktopMobileTabletiPad
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business
  • Email
  • English

Perfex CRM Reviews and Ratings

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Perfex CRM FAQ

A Yes, you can do that, but you will not be able to use several benefits like, dropbox file chooser, auto updates, media, online payments, E-Signature, etc.
A You have to buy the software to get the purchase key. Please schedule a call or send an email at support@techjockey.com to purchase the software.
A Go to the ‘Setup’ section in the menu and click on the ‘Settings’ option. You will see ‘PDF’ option, click it and check on ‘YES’ for ‘Swap Company/Customer Details’
A These are the vital server requirements for Perfex CRM: - PHP 5.6.4+ (PHP 7.1+ recommended) - MySQL 5.1+ - mod_rewrite Apache - MySQLi PHP Extension - PDO PHP Extension - cURL PHP Extension - OpenSSL PHP Extension - MBString PHP Extension - iconv PHP Extension - IMAP PHP Extension - GD PHP Extension - Zip PHP Extension - allow_url_fopen enabled
A Navigate your cursor to ‘Setup’ -> ‘Settings’ -> ‘Finance’ and then a dialog box will open that will have two options: - Delete estimate allowed only on last estimate - Decrement estimate number on delete Click ‘No’ on both of them and save.

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