Perfex Powerful Open Source CRM GPL v3.4.0 – PHP Script

Perfex CRM is a powerful self-hosted open-source Customer Relationship Management (CRM) software designed to help businesses, freelancers, agencies, and service providers manage customers, projects, sales, billing, and support in one centralized platform. With its clean, modern interface and highly configurable system, Perfex CRM enables businesses to streamline operations, improve customer relationships, and enhance overall productivity.

The system offers advanced project management tools that allow you to create, manage, and invoice projects efficiently. You can assign multiple staff members to tasks, track time spent per user, add task followers, and link tasks to various CRM modules. The built-in time tracking and billing features ensure accurate client invoicing based on recorded work hours. Each project includes a professional Gantt chart, milestones management, and drag-and-drop task organization for better workflow control.

Perfex CRM provides robust invoicing and financial management features. You can create professional invoices, recurring invoices, and recurring expenses with automated scheduling (daily, weekly, monthly, or yearly). It supports multiple currencies based on customer settings and allows item-based tax calculations. Estimates can be generated quickly and converted automatically into invoices once approved by clients. The proposal system helps you create visually appealing proposals, track acceptance or rejection, send automatic notifications, and even trigger thank-you emails upon approval.

The CRM includes powerful lead management tools where you can organize leads into stages using drag-and-drop functionality. Leads can be auto-imported from email, and you can attach notes, create proposals, and monitor conversion progress. Custom fields allow you to store additional business-specific information for customers, leads, and projects.

Perfex CRM also features a fully integrated support ticket system that enables businesses to manage customer queries efficiently. Tickets can be auto-imported, assigned to staff, tracked, and resolved systematically. Reminders can be assigned to individuals or teams, with email and in-app notifications to ensure timely follow-ups. This strong support system significantly improves customer satisfaction and retention.

The customer portal is completely separated from the admin area, giving clients access to their invoices, estimates, payments, contracts, and project details in a secure and organized environment. Built-in contracts help formalize agreements, while surveys and goal tracking tools assist in improving performance and maintaining sales objectives.

Perfex CRM supports multiple online payment gateways including PayPal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money, and Braintree, enabling businesses to receive payments globally in different currencies. It also includes expense tracking with the option to bill expenses directly to clients and auto-convert them into invoices.

Additional features include announcements for staff and customers, media file management with separate folders for non-admin users, a permission-based calendar for staff members, detailed reports, logging/history tracking, XLS export, notes, file attachments, and extensive theme customization options to match your company branding.

With tons of configurable options and scalability for various industries, Perfex CRM is a comprehensive solution for businesses looking to manage customers, finances, projects, and support operations efficiently from a single self-hosted platform.