Perfex Powerful Open Source CRM v3.4.1

Perfex Powerful Open Source CRM is a self hosted customer relationship management system for freelancers, agencies and small companies that need client, sales and project data in one place. It solves scattered spreadsheets, lost emails and disconnected invoicing by combining contacts, leads, projects and billing inside a single dashboard. Webmasters use it instead of messy workarounds because it runs on their own server with full control over data and branding.

You can build a complete client management hub for digital agencies, development shops, consultants and service businesses. Create estimates, invoices and proposals, manage projects with linked tasks and timers, track leads through drag and drop stages, handle support tickets with auto import, and record expenses that convert to invoices. Day to day uses include accepting Paypal and Stripe payments in different currencies, sending surveys, contracts, goals tracking and staff announcements from one organized panel.

Perfex Powerful Open Source CRM Key Features

• Project Management: Manage and invoice projects with milestones, files, discussions and progress tracking.
• Linked Tasks: Link tasks to projects and features with followers, priorities and detailed organization.
• Estimates and Invoices: Build clean professional estimates and invoices for clients and convert with one click.
• Support Ticket System: Handle customer issues with auto ticket import, replies, notes and reminders.
• Time Tracking and Billing: Track time per staff member on tasks and bill logged hours directly to customers.
• Lead Management: Track leads in one place with stages, notes, email import and drag and drop pipeline.
• Proposals and Contracts: Create polished proposals and contracts to close leads and lock in future sales.
• Expenses to Invoice: Record company and project expenses and bill them to clients with auto conversion.
• Payments and Currencies: Receive online payments through Paypal and Stripe in different currencies.
• Surveys and Goals: Improve retention with built in surveys and keep teams focused with sales goals tracking.
• Branding and Calendar: Style the CRM to company branding and view personal calendars based on permissions.
• Custom Fields and Media: Store extra data with custom fields and organize uploads in a separate media folder.

Download Latest GPL Version of Perfex Powerful Open Source CRM

Use the GPL package to test Perfex Powerful Open Source CRM in a staging or local environment before touching live client data. Import sample leads, move them through pipeline stages, create test invoices and tickets, check Paypal and Stripe payment flows, and review staff roles, reminders and reports. Sandbox testing prevents broken billing and lost support requests, while an official license is the right choice for live production with updates and private support.

Note: If you find difficulty to free download Perfex Powerful Open Source CRM, contact us through Telegram or WhatsApp.