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Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.
Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.
Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.
Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor. Proposals comments allowed for further discussion with the customer.
With the simple Kan Ban you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.
Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.
Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment.
Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.
Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.
Assign task to multiple employees, add task followers, task comments allowed, task attachments.
Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via buil-in sending contracts feature. Ability to send customer reminders before contracts expiry.
Create surveys and impress your customers. Add your question and improve your company productivity. Ability to send surveys to leads/customers/staff members and manualy created mail lists.
Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date
Share great company events, upload documents, easy employees communications.
Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.
Available Custom fields for all features.You can asign custom fields on PDFinvoices or estimates. Make it required.
Reports Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track if your article is usefull to clients, improve text based on votes)
Generate powerfull survey reports
Try the demo to see how Perfex CRM can help you succeed.