Marg Perfex CRM

Marg ERP 9+

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Perfex is a Customer Relationship Management (CRM) system that is aimed at small businesses and freelancers. It provides users with project management features, such as the ability to track expenses and time spent on tasks, and bill their customers. It also allows users to assign tasks and track logged time, as well as create one-click invoices, invoices with different taxation, and recurring invoices which will be regenerated automatically based on user requirements. Estimates can be converted directly to invoices and customers can view invoices even without any login. Features for creating impressive proposals are also present, including an editor allowing users to insert tables, images, YouTube videos, and more. Lead management is possible and is helped using kanban layouts. Users can also automatically import leads from emails. On top of all this, the system provides users with features for managing expenses and payments, including automatic reports after each PayPal payment, task management, contract management, surveys, goal
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Perfex CRM

USD 59.00 /Regular License

USD0.00

Perfect for your business requirements and platform usage.

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WHAT YOU WILL GET
  • $59 (6 months support)
  • $79.25 (12 months support)
  • $295 (6 months support)
  • $396.25 (12 months support)
  • Project Management Tool
  • One Click Invoice Creation
  • Create Estimates
  • Proposals
  • Leads Management
  • Record Expenses
  • Record Payments
  • Support System
  • Knowledge Base for Customers and Staff Members
  • Built-in Staff Tasks
  • Manage Contracts
  • Send Surveys to Leads and Customers
  • Calendar
  • Company Newsfeed
  • Goals Tracking
  • Additional Custom Fields
  • Reports for Quick Overview
  • Survey Reports
  • $59 (6 months support)
  • $79.

Key Specification

Other Categories:
AI CRM Software AI CRM Software For Small Business
Deployment: Cloud Hosted
Customer Support: Online (Ticket)
Customization: No
Languages Support: English

Who uses Perfex CRM

Personal
Personal
SMEs
SMEs

Company Details

  • Company Name: Perfex CRM
  • Headquarter: Strumica,

Perfex CRM Description

Key Features & Specifications

  • List Management
  • Customer Support
  • Marketing Automation
  • Project Management
  • Lead Scoring
  • Call Logging
  • Contact Management
  • Quotes (Proposals)
  • Referral Tracking
  • Product Catalog

Perfex CRM Video

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Frequently asked questions

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Perfex CRM has 1 plans,

  • Perfex CRM USD 59.00 Regular License

Perfex CRM is the AI CRM Software used for the below functionalities.

Top 5 Perfex CRM features

  • List Management
  • Customer Support
  • Marketing Automation
  • Project Management
  • Lead Scoring

Perfex CRM provides Online (Ticket) support.

Perfex CRM is not allowing Free Trial.

Perfex CRM provides Help Guides,Blogs for the software training.

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