Explore the awesome Perfex CRM features that will help you get your business to the next level. Project Management Tool Manage and invoice projects with the powerful project management feature.

Perfex CRM is complete 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 …

Documentation. Search our articles or browse by category below. Getting Started. Perfex Installation Guide. Customers. Leads. Contracts. Support Tickets

Perfex CRM is Customer Relationship Management software that is a great fit for any company, freelancer or many other uses.

Perfex CRM has dead simple pricing. Our pricing model is fixed with one time fee, includes 6 months of support, access to new releases, auto-updates, unlimited number of data and let's not forget, it's self-hosted.

Feb 12, 2017 · Perfex CRM Web to Lead feature allow you to build a web form based on leads fields and custom fields to place it on your website, landing page etc as an iframe. The visitors can then enter their names, email addresses, upload attachment and other basic information to create a lead directly in Perfex CRM.

Mar 19, 2017 · Upload the files to server folder where Perfex CRM will be installed. Assume that you uploaded the files to “crm” folder, navigate to Eq. http://yourdomain.com/crm/install – Keep in mind that you need to adjust the URL based on where you uploaded the files.

Attributer is a tool that can pass marketing attribution data (like the fact a lead came from Paid Search, Organic Search, Paid Social, etc) into Perfex. In this article, we will show you how to set up Attributer on your website and get the data into Perfex.

Jun 13, 2022 · We worked very hard to develop new features in Perfex CRM that will help you to comply with GDPR, the new features for GDPR are introduced in version 2.0. We will try to walk through them in this article for you, so you can get familiar.

Dec 4, 2024 · Attributer is a tool that can pass marketing attribution data (like the fact a lead came from Paid Search, Organic Search, Paid Social, etc) into Perfex. In this article, we will show you how to set up Attributer on your website and get the data into Perfex.