Perfex CRM 3.3.0 + Addons – Feature-Rich Self-Hosted CRM Solution
Perfex CRM 3.3.0 is a powerful open-source Customer Relationship Management (CRM) system designed for businesses, freelancers, and agencies looking for a flexible and scalable solution. Fully self-hosted, it gives you complete control over your data, branding, and features—making it ideal for streamlining operations, sales, and client management.
Key Features of Perfex CRM:
- Role-Based File Management – Each non-admin staff member has a dedicated media folder for uploads and document organization.
- Lead Management System – Track, nurture, and convert leads from one central dashboard.
- Expense & Invoice Automation – Log expenses, convert them into invoices, and bill clients effortlessly.
- Smart Calendar View – Personalized calendar access based on user permissions.
- Task & Time Tracking – Assign multiple team members to a task, track time individually, and bill accurately.
- Online Payments – Accept payments via PayPal, Stripe, and other gateways in multiple currencies.
- Custom Proposals & Contracts – Impress clients with professional estimates, proposals, and legally-binding contracts.
- Dynamic Project Management – Manage and invoice projects with task linking, milestones, and progress tracking.
- Fully Customizable CRM Interface
Tailor the CRM to fit your business perfectly. Add custom fields, update themes, and incorporate your company’s branding for a professional, personalized experience. - Surveys & Feedback Management
Strengthen client relationships with built-in survey tools. Collect feedback to better understand your customers and increase satisfaction and retention. - Advanced Reporting & Goals Tracking – Monitor team performance and track sales targets effectively.
- Team Announcements – Keep your team and clients informed with the announcement feature.
Download Perfex CRM PHP Scripts + Addons
Perfex CRM is an all-in-one solution designed to simplify client management, improve internal workflows, and boost overall business performance.
Note: If you’re experiencing difficulties downloading the Perfex CRM scripts, try disabling your browser’s AdBlocker or switching to a different browser. If issues persist, feel free to contact our support team for assistance. learn more
