About This File
Are you a Freelance ?
Do you do webwork and want to have a place to invoice, dashboard for customers, use PayPal or stripe?
Well this is the CRM i use and of course its nulled (No registration needed)
Below are also the install instructions, but it fairly straight foward, Upload to server have a MYSQL database and add the information.
If you like this project and what i give please consider click the ^ to leave a like (well or cookie i accept cookies aswell) 
Any problems please comment below.
At the bottom there are a few links to see it from a customers perspective and as a admin. Great if you have a team as well to collaborate on projects
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 the same time.
Managing customers is important and Perfex CRM helps in several ways:
- Manage and invoice projects with the powerful Project Management Feature.
- Link tasks to many Perfex CRM features and stay organized.
- Build professional, great looking estimates and invoices.
- Powerful support system with ability to auto import tickets.
- Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
- Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project.
- Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop.
- Create good looking proposals for leads or customers and increase sales.
- Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
- Know more about your customers with powerful CRM.
- Increase customer retention via built-in Surveys.
- Use the Goals Tracking feature to keep sales goals in mind.
- Create announcements for your staff members and customers.
- Use Contracts feature to lock in current and future sales.
- Custom fields can store extra information for customers, leads and more.
- Receive payments from Paypal and Stripe in different currencies.
- Tons of configurable options.
- Style the CRM to your company branding with the powerful theme styling feature.
- Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
- Great looking calendar for each staff member based on staff permissions.
- Follow ups, reports, notes, files and many more features.
CRMs need to focus on customers and Perfex CRM does that with a powerful support system that helps you track and resolve issues quickly via the integrated ticket system and customer reminders. Assign reminders to yourself, one or many staff members and with one click, reminders can be sent to email and in-app notification system. These features and more can take customer satisfaction to the next level.
Perfex CRM has many features designed to fit many applications. Read more about the features below and try the demo to see how Perfex CRM can help you succeed.
If you want to contribute translation please send us at [email protected]
CONSIDERING PURCHASING PERFEX CRM?
Please view our support tab for important notes and considerations
LATEST VERSION
MAIN FEATURES
Customers
Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. Customers area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view. Set customer reminders Never forget anything about your customers.
Invoices
Perfex allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoice with different tax based on item.
Recurring Invoices
Create recurring invoices that will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.
Recurring Expenses
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
Estimates
Create estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept.
Proposals
Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto sent thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available.
Online Payments
Receive payments from Paypal and Stripe in different currencies.
Projects
Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.
Milestones
Create milestones for projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones.
Leads
Leads or potential clients are really important part to any company. Every company trying everyday to get new leads. Very offen happend some potential client to call and ask for specific service that you company serve and then sometimes this is fogotten. With Perfex CRM you will never forget your potential clients and you will be able to manage all of them in one place. Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop.. Ability to auto import leads from emails and import leads from .CSV file included.
Web to Lead Forms
Create unlimited web to lead forms and inject in your landing page or website. This feature allows you to import leads into Perfex CRM from form. Use web to lead forms to gather potential clients informations, allow them to requests quotes directly from your website.
Contracts
You can add new contracts based on your clients. Adding contracts is very simple, you can set start date and end date and have clear view of all your company contracts in one place. You wont need anymore to search in your desk documents. Create PDF contracts and send to your customers from Perfex CRM. Contract overdue reminders available.
Tickets
Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.
Departments
Assign your staff to specific departments and ability to auto import tickets by department email.
Custom Fields
Custom fields can store extra information for customers, leads, tickets, invoices, comapany, estimates and more.
Staff Reminders
Setup staff reminders for staff member with ability to notify by email and built-in. Reminders are available for important features.
Theme Styling without coding
Style the CRM to your company branding with the powerful theme styling feature. To fit best for your needs create custom.css and add your own styles.
Events
Create private or public events. Receive notification when an event is coming built-in and email.
Easily re-organize admin menu
You can re-organize admin main menu and the setup menu from in few seconds, you need only to login in your admin area. No coding is required. Add/Remove icons to fit for your needs.
Email Templates
Setup predefined email templates from text editor. Merge fields available.
Staff Roles & Permissions
You can give staff a specific permissions what can do or cant do. Role permissions can be overided for each staff.
Goals Tracking
Setup goals and tracking achievements. Use the Goals Tracking feature to keep sales goals in mind.
Personal todo items
Every staff member can have their own personal todo dashboard.
Staff
Manage all your staff members from one place.
Company Newsfeed
Share great company events, upload documents, easy employees communications.
Staff Tasks
Assign task to multiple employees, add task followers, task comments allowed, task attachments. Link tasks to many Perfex CRM features and stay organized.
Recurring Tasks
Create tasks that will be auto created for a given time.
Surveys
Create surveys with one click. Send to staff,leads, clients or manually created mail lists. Increase customer retention via built-in Surveys.
Reports
Reports
Sales
Expenses Report
Reports by customer
Custom date picker
Leads Conversions
Knowledge base articles (Track if your article is usefull to clients, improve text based on votes)
Knowledge Base
Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.
Media Library
Upload files in media library. Each staff member that is not admin have their own folder for uploading files.
Auto Backup Database
Setup auto backup database each X days to prevent losing your important data.
Sensitive data is encrypted
Perfex CRM encrypts all sensitive data in the database with unique encryption key. Encryption performed on email passwords, api keys, api passwords etc..
Server Side Datatables
Perfex CRM is using serverside datatables to perfectly handle large databases.
Responsive
Perfex is fully responsive. You can easily access your data from mobile or tablet.
Google reCaptcha
Google reCaptcha available for admin login, customer login and customer register area.
Action Hooks
To prevent editing the core files we created action hooks for some important functionalities. Send us an email if you want we to include another action hook based on your needs.
Activity Log
Track all staff activity. Adding new items, creating, deleting.
Requirements
PHP 5.4+
MYSQL 5.1+
mod_rewrite Apache
Mcrypt Extension
MBString Extension
GD Extension
MYSQLi Extension
PDO Extension
OpenSSL Extension
Zip Extension
IMAP Extension – not recomended godaddy as email provider
CURL Extension
Download this file to check required extensions directly in your server.
Demo Informations
Admin:
http://www.perfexcrm.com/demo/admin/
Email: [email protected]
Password: 123123
Staff 1:
http://www.perfexcrm.com/demo/admin/
Email: [email protected]
Password: 123123
Client: http://www.perfexcrm.com/demo/
Email: [email protected]
Password: 123123
DOCUMENTATION
SHA256: 14e855d00f718e69d5d5e01157b1116e17bbf02a326a01598ef7530f0ddacf16
File name: codecanyon-14013737-perfex-powerful-open-source-crm-1.6.2.zip
Detection ratio: 0 / 47
If you like this project and what i give please consider click the ^ to leave a like (well or cookie i accept cookies aswell) Any problems please comment below.
What's New in Version 1.8.1 See changelog
Released
-
Version 1.8.0 is a major version which includes major changes in the code to improve readability and performance. If you are using my_ prefixed files or you have added custom work you should recheck them or revert to the original files in case you are getting any errors after the upgrade.
Important notes:
- Recheck all your my_ prefix files.
- If you are using your own theme for the customers area, the calendar won’t work anymore (try switching to the original Perfex CRM theme in Setup->Settings->Customers) because the calendar now is ajax based, this is applied for the admin area dashboard in case you are using my_home.php file, also switching to the original Perfex CRM theme is recommended to take advantage of the customer statement feature.
- At least PHP 5.5 version will be required starting from this version. If you are using PHP 5.4, consider changing to a higher version at least 5.5, while PHP 7.0 version is still recommended.
- If you have added some action hooks for the core tables eq tasks, leads etc, it's possible they won’t be accurate anymore, in application/helpers/my_functions_helper.php try to remove/rewrite them.
- Clear your browser and CloudFlare (if using) cache
-
Full changelog
- Added options for predefined email header and footer in email settings.
- Added option to exclude proposals with draft status from customers area.
- Added pusher.com real time notifications option.
- Added notification when proposal/estimate/invoice is viewed by a customer to responsible staff members.
- Added hotkeys support for various features
- Added ability to bulk assign task assignees.
- Added option to share vault entries in customer projects.
- Added bulk actions for tasks table in the project area.
- Added new email when a ticket is assigned to a staff member.
- Added option to show assigned proposals to staff members even if the staff don’t have permissions for proposals VIEW.
- Added customer statement feature in customer profile and in customers area.
- Added new feature for tickets, ticket form with the ability to embed with an iframe in your website.
- Added new email when customer register from the clients portal, sent to administrators.
- Add new option for custom field type check box to display inline.
- Added filter Gantt by task status.
- Added task related merge fields for tasks email templates.
- Improved: Removed tax breakdown in reports for invoices, estimates, proposals and add separate headings for each tax with the total at the bottom.
- Improved: In proposals and estimates tables INVOICED will be shown below number if the proposal/estimate is converted to invoice.
- Improved: TinyMCE Editor styling and added auto save option.
- Improved: All task assignees will be shown in project milestones area.
- Improved: Empty due/expiry dates in tables where sorting is by date will be listed as last.
- Improved: Ticket department name will be shown when viewing single ticket in the admin area.
- Improved: For tickets, feature insert knowledge base link and a predefined reply will be shown with a dropdown with an ability to search.
- Improved: Calendar for admin and customers area will be Ajax based to improve loading time.
- Improved: Totally rewritten tables SQL queries for tables that are possible large amount to exist for faster performance.
- Improved: As download pdf name for proposals will be used proposal numbers like invoices and estimates.
- Improved: Allowed payment modes for invoice will be shown as multi select instead of checkboxes.
- Improved: Design and alignments.
- Improved: When searching projects in a dropdown, the project ID will be shown is the number as a unique identifier.
- Improved: Combined few css and javascript files into one for better performance in the admin area.
- Updated Portuguese Brazil translation – Thanks to http://webserra.com.br/
- Updated French translation.
- Update Russian translation.
- Updated Codeigniter Framework to 3.1.5 version.
- Fixed task tags not working properly sometimes.
- Fixed can't upload some file extensions in media even its the extension is allowed from the settings.
- Fixed Authorize.net not showing error messages.
- Fixed Mollie payments not updating, issue with Mollie server IP change.
- Fixed problem with password encryption in customer vault when special characters exist.
- Fixed columns in customer profile for contracts not correct when custom fields exist.
- Fixed proposals not correct in customers area calendar.
- Fixed custom fields for a single task not shown in customers area.
- Fixed when sending project file to email attachment filename is empty.
- Fixed can’t upload files in Media.
- Fixed PHP notice undefined index on creating invoice/estimate/proposal when there is no tax applied to an item.
- Fixed task comment editor is not shown in some cases.
- Fixed typo in language Amound=>Amount.
- Changed: In Media, all files will be allowed for upload except server executable files.
