Take your business to the next level with the Perfex – Customer Relationship Management software. This advanced CRM PHP script comes with a robust knowledge base for customers and staff, company newsfeed and event calendar, and built-in tasks for employees.
In addition, it lets you record payments, send surveys, generate reports. Moreover, you can manage contracts, estimates, proposals and sales in a few clicks.
Highlights Of CRM PHP Script
- Auto Backup Database
- Record Payments
- Bulk PDF Export For Invoices
- News & Events Calendar
- Blogs & Announcements
- Responsive, Mobile-friendly
- Complete Documentation
- Support Ticket System
- Google reCaptcha
Create Unlimited Web To Lead Forms
- Embed forms in landing page or website
- Import leads into Perfex CRM from the form
- Gather potential clients information
- Allow users can request quotes from the site
Increase Sales Using CRM PHP Script
1. Design Proposals
- Make beautiful proposals for leads
- Get acceptance notifications
- Send customized “Thank You” E-mails
- Generate proposal overdue notice
2. One-click Invoice Generation
- Track your invoices, items and generate reports
- Also, you can add new currencies, specify tax-base
3. Create Estimates
- Create, send estimates to customers
- Add notes, create reminders
- Auto-conversion after acceptance
4. Payment Gateways Integrated
- Paypal
- Stripe
- Mollie
- Authorize.net
- 2Checkout
- PayU Money
- Braintree
Various Projects & Milestones
- Create/manage projects & track work-time
- As a result, you can record project expenses and invoices
- Also, make projects visually efficient using Gantt Chart
- Furthermore, drag and drop tasks between milestones
Capture Leads And Boost Your Sales
- Keep track of leads and follow their progress
- Auto import leads from email, add notes
- Likewise, you can organize leads into stages
- Auto import leads from the web to lead forms
- Also, import leads from .CSV file included.
Manage Contracts
- Add new contracts, set start date and end date
- Create PDF contracts and send to your customers
- Contract overdue reminders are available
Great Support Ticketing System
- Great support ticket system with autoresponse
- Private ticket staff notes, ticket assignments
- Auto import tickets via Email Forwarder/IMAP
- The customer can reply and create new tickets via email
- Predefined ticket replies are also available
Company’s News Feed
- Share the upcoming events of the company
- Additionally, upload documents & connect with employees
- Calendar feature lets you easily track the dates
Surveys, Reports & Articles
1. Create Surveys With One-click
- Send surveys to leads and know their interests
- As a result, increase customer retention and loyalty
2. Track Sales Reports
- Mainly reports for expenses, invoice, item, & credit notes
- Timesheets overview through charts
- Graphical representation of leads conversions
3. Knowledge Base Section
- Notably, you can write as many articles as you want
- Also, it has “Did you like this article?” option
Other Important Features
- Departments- Assign specific departments to staff for efficient ticketing
- Custom Fields- Create fields to store data about customers, tickets and more
- Reminders For Staff And Events- Notify staff with emails
- Theme Styling Without Coding- Style CRM according to your brand colors
- Email Templates- Create predefined templates from a text editor
- Staff Roles & Permissions- Define roles for your staff and give them limited permission
- Goals Tracking- Likewise, this feature to keep sales goals in mind
- Personal To-do- Staff has own personal to-do dashboard to organize work
- Staff Tasks-Assign task to multiple employees, add followers, comments
- Sensitive Data Encryption– Above all, passwords are protected using API Key
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