DOWNLOAD Perfex 3.0.5 – Powerful Open Source CRM

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Perfex 3.0.5 – Powerful Open Source CRM

Perfex CRM is self hosted 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.
• Link tasks to many Perfex CRM features and stay organized.
• Build professional, great looking estimates and invoices.
• Powerful support system with ability to auto import tickets.
• 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. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop.
• Create good looking proposals for leads or customers and increase sales.
• Records your company/project 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.
• Create announcements for your staff members and customers.
• Use Contracts feature to lock in current and future sales.
• Custom fields can store extra information for customers, leads and more.
• Receive payments from Paypal and Stripe in different currencies.
• Tons of configurable options.
• Style the CRM to your company branding with the powerful theme styling feature.
• Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
• Great looking calendar for each staff member based on staff permissions.
• Follow ups, reports, notes, files and many more features.

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Demo: https://perfexcrm.com/demo/admin/authentication
CodeCanyon Link: https://codecanyon.net/item/perfex-powerful-open-source-crm/14013737

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[karlmc15]

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Updated to v3.0.5

Version 3.0.5
/Changelog /Version 3.0.5 - May 23, 2023

    Add Microsoft mail engine via OAuth 2
    Add Google mail engine OAuth 2
    Add php 8.2 support
    Add Contract sign reminder feature
    Add Inter font CSS locally
    Add payment gateway fee calculation for chosen payment gateways
    Add permission for contracts and proposals templates
    Add ability to clear session table via system info
    Automatically assign logged-in staff as a sale agent
    Updated: Remove allow-scripts from iframe examples
    Updated: Remember all contacts contracts and cc a contract is sent to
    Updated: Ensure contract reminder is only sent to notified contacts
    Updated: Ensure the task new checklist is always at the bottom
    Updated: Google Drive picker feature
    Ensure the subscription’s last sent date is properly updated
    Improve user display on tables
    Fix taxes dropdown not loaded correctly on specific servers
    Fix batch payment modal
    Fix hyperlink custom fields import
    Fix the main menu height in the admin area
    Fix num to word Indian rupee
    Fix padding on table checkboxes
    Fix forms tabs not responsive
    Fix TinyMCE not loading properly Norwegian language
    Fix: 2factor auth is disabled when the staff profile is updated
    Fix terms and policy links not opening in the form’s iframe
    Fix warning when viewing a new empty contract
    Fix template content not inserted properly
    Fix theme style not applied to todo/notification icons.
    Fix leads kanban tags search
    Fix sidebar toggle not working on iPad