Perfex CRM – Powerful Open Source Client Management System by MSTdev
Introduction to Perfex CRM
Perfex is a feature-rich Customer Relationship Management (CRM) system designed to streamline business operations—from lead management to invoicing—all under one intuitive dashboard. Developed by MSTdev, this open-source CRM offers extensive modules to help service-based businesses, freelancers, and sales teams work efficiently and professionally.
It’s scalable, fully customizable, and ideal for agencies who need to track clients, projects, and payments in real time.
➺ Why Choose Perfex CRM?
✔ Clean and modern interface with responsive admin panel.
✔ Manage leads, proposals, clients, and support tickets from one place.
✔ Built-in project management and invoicing system.
✔ Powerful automation with webhooks, custom fields, and role permissions.
✔ Developer-friendly with REST API and module extension support.
➺ What’s Included in Perfex CRM?
✔ Lead capturing, tracking, and conversion tools.
✔ Project dashboards with task deadlines and team assignments.
✔ Time tracking, timesheets, and staff productivity reports.
✔ Professional invoice builder with recurring billing and payment gateway integration.
✔ Client area with secure messaging and file sharing.
Key Modules & Business Benefits
➺ 1. Lead & Client Management
✔ Auto-import leads from web forms or third-party tools.
✔ Assign sales reps and monitor conversion pipelines.
✔ Group contacts, log interactions, and track sales activities.
➺ 2. Project & Task Management
✔ Create projects with milestones, deadlines, and task lists.
✔ Assign roles, set permissions, and monitor team progress.
✔ Share files, comments, and feedback with clients in real time.
➺ 3. Invoicing, Payments & Proposals
✔ Generate custom invoices with company branding.
✔ Accept payments via Stripe, PayPal, Mollie, Razorpay, and more.
✔ Send proposals and contracts directly from the system.
➺ 4. Customer Support Desk
✔ Create support tickets, assign agents, and manage priorities.
✔ Knowledgebase, FAQs, and canned responses support.
✔ Track ticket metrics and SLA compliance.
➺ 5. Reports, Automation & Customization
✔ Detailed reports for sales, expenses, staff activities, and revenue.
✔ Automate reminders, follow-ups, and task assignments.
✔ Add custom modules, languages, and themes as needed.
Best Practices for Perfex CRM Setup
➺ CRM Efficiency Tips
✔ Start with core modules (Leads, Clients, Invoices) and scale gradually.
✔ Use roles and permissions to maintain internal data security.
✔ Integrate SMTP email for better communication tracking.
➺ Customization & Branding
✔ Add your logo, colors, and domain to create a white-labeled client area.
✔ Use custom fields to adapt CRM to your niche needs.
✔ Translate language files for global client support.
➺ Integration Recommendations
✔ Connect with Zapier or REST API for third-party automation.
✔ Sync with Google Calendar, Mailchimp, and external web forms.
✔ Enable cron jobs for recurring tasks and backups.
Who Should Use Perfex CRM?
✔ Freelancers and consultants managing multiple client projects.
✔ Agencies handling service contracts, support, and billing.
✔ Small businesses tracking leads and customer relationships.
✔ Developers building custom CRM solutions with open-source flexibility.
Recommended Hosting & Requirements
✔ PHP 7.4+ / MySQL 5.7+
✔ cPanel or VPS with full write access
✔ Cron job access required for automation
✔ Compatible with most Linux-based hosting environments
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