Manage and invoice projects with the powerful Project Management Feature. Track time spent on task and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
Build personal and great looking invoices. Attach files and send directly to your clients, including the invoice PDF. Ability to setup recurring invoices.
Create estimates within minutes. Send to your customers and wait for them to accept. Ability to auto convert the estimate to invoice after the customer accepts. Your customers can view and make actions on the estimate even without logging in.
Create good looking proposals and impress your potential clients or customers. Include images, tables, items, youtube videos, with the powerful editor. Proposal comments allowed for negotiation.
Creating recurring expenses. Set up a recurring expense and the expense will automatically be created after the specified period. The period time could be days, weeks, months, or years. Ability to set expenses billable to customers or specific projects.
Record and receive payments in different currencies. Auto generated PDF sent to customer. Ability to add partial payments to invoices is available.
Keep tract of leads in one places and easily follow their progress. Ability to auto import leads from email, add notes, create proposals, attach files. Organize your leads in stages and change stages easily with drag and drop
Perfex CRM Web to Lead feature allows 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 attachments and other basic information, to create a lead directly in the CRM.
Great support system that helps you track and resolve issues quickly with ability to auto open ticket from email, insert knowledge base link, add predefined replies.
Each staff member has their own personal to do items board to increase productivity. Easily change to do status by the drag and drop feature enabled.
Have clear view of all your company events upcoming invoice payments, contracts expirations, estimates expiration, task finish date, reminders. You will never miss anything from the calendar!
You can add custom fields on PDF for invoices, payments, estimates or proposals, and many important features. Configure to fot your business. Ability to show in the customer portal or table.
Assign task multiple staff members, add followers, attach files. Let your staff comment on task, upload files. Task can be related to mostly all importan features.
Create knowledge base articles and organize them in groups. Help your customers and build trust.
Use Contracts feature to lock in current and future sales. Easily create contract PDF and send the contract directly to the customer email.
Generate reports and have clear view of everything. Keep track of income vs. expense and leads conversions. Knowledge base report included
Use the Goals Tracking feature to keep sales goals in mind. Ability to notify staff members about failure or success.
The Customers area is fully separated from the admin area. Each customer has their own portal where they can keep track of all financial data from your company.