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 1.9.2 See changelog
Released
-
Check what’s new in version 1.9.2 for more detailed presentation about the features and important notes.
- Added items report.
- Added PayU Money payment gateway for Indian customers.
- Added option to transfer lead notes to customer profile when converting lead to customer.
- Added option for scroll responsive tables (tables with a large amount of data will have horizontal scroll instead rows wrapper in + icon.)
- Added option automatically to change task status to In Progress after the timer is started. (applied only if the task status is No Started).
- Added additional rate fields for items for different currencies.
- Added tasks checklist items templates.
- Added customer and company info format with merge fields.
- Added option for signature image/line in PDF estimates and invoices.
- New permission added for task checklist items templates.
- Added Vietnamese language.
- Added bulk action for project files in admin area.
- Design improvements.
- Responsive improvements.
- Moved bulk actions button together with export and reload table buttons to clean up space.
- Fixed error when viewing knowledge base article in some servers.
- Fixed tags not showing in task modal after an action is performed on the task.
- Fixed not image files uploaded by Dropbox link not correct.
- Fixed when converting a task to ticket the description is added in ticket response editor instead of task description.
- Fixed Kan Ban/Pipeline “Load More” button not working properly.
- Fixed bug when creating lead reminder while previewing proposal.
- Fixed bug when not staff member access directly the leads area.
Perfex CRM version 1.9.2 was released today with huge improvements, we must say that we feel proud with this version and we hope you guys will like this version. This version comes with a lot improvements to design, responsiveness, billing, and accessibility.
To check the full change log click here
Custom address format for customers and company information.
We know that in different countries the address format must be formatted differently in the invoices/estimates/payments receipt etc.. for this reasons we added options to format customer address format and company information/address based on merge fields.
- To adjust the address format for customers navigate to Setup->Settings->Customers
- To adjust the address format for company information navigate to Setup->Settings->Company
NOTE: If before you updated you were using my_ prefixed files for invoices, estimates, payments,statements, you will need to switch to the original files or modify my_ prefixed files to be compatible with this feature. Making the my_ prefixed files compatible will be required if you plan to add new custom fields for customers or company.
Scroll Responsive Tables
Sometimes the + icon when is wrapping the data that is overflowing the table can be a little annoying because in this case, you can’t sort the table fields when is wrapped under the + icon.
We added an option in Setup->Settings->Misc->Activate Scroll Responsive Tables, if you set this option to YES the fields that are bigger won’t be wrapped into the + icon instead you will be able to scroll horizontally and apply any sorting like shown in the image below.
Items Rates Based On Currency Usage
In previous versions, the item had a field for a rate which you was using as general rate eq for your base currency, but the problem was that in case customer has different currency than the base currency the rate won’t be accurate when selecting the item from the dropdown when creating invoice/estimate/proposal.
Perfex CRM can bill in your base currency or in the customer currency if configured in the customer profile.
Let’s assume that your base currency is USD and you have a customer which is using EUR currency, when you created the item you has added the rate as in your base currency (USD).
When you navigate to Sales->Items and try to create/edit item you will be able to see that new field for rate in EUR will be shown, in this case when you create invoice/estimate/proposal and select a customer that is using EUR currency and then select an item the EUR rate will be auto populated in the preview area for the item before you add it to the table. This will help you to add the items rate only once and then re-use it.
Keep in mind that the rate for other currency will be shown only if customers have configured to use another currency than the base currency.
Task Checklist Items Templates
Starting from version 1.9.2 you will be able to save task checklist items templates and then re-use it when creating a new task or when viewing the single task modal.
To save a template just click on the icon at the end of the item as shown in the image below.
After you click a dropdown will be shown and you will be able to re-use your checklist items templates when creating a new task or when viewing the task directly from the additional dropdown.
PayU Money Payment Gateway Added For Indian Customers
Customers users now will be able to use PayU Money gateway to gather payments from their respective customers. The payment gateway options are located in Setup->Settings->Payment Gateways.
