Customer relationship management (CRM) is one of the most important activities for any customer service business. It is a significant and complex process that needs to be done properly to satisfy customers.
Customer relationship management is managing all customer interactions and relations with the company. CRM systems are designed to assist any company in managing customer relationships effectively and efficiently.
Perfex CRM is a powerful open-source customer relationship management software that allows businesses to manage their customer interactions and streamline various processes. The software also provides API functionality to enable third-party connections and control the Perfex installation remotely .
CRM typically refers to a system or software that maintains sales management, and contact management with clients, agents, and many more. Advanced CRM systems are capable of managing all of the customer relationship management activities with a simple interface.
I’m Asraf Masum, and I can’t wait to discuss the Perfex CRM Software review with you today! ― You can track expenses and time spent on tasks and bill your customers using Perfex. Learn more about the powerful open source CRM system from our Prefex Software review.
Perfect is one of the best CRM tools available on the digital platform. It is a comprehensive CRM solution that helps manage all customer relationship activities smoothly and efficiently. We will discuss more Perfex CRM in the article.
What is Perfex CRM Software?
Perfex CRM Software is a self-hosted open-source CRM solution most suitable for small startups and freelance business settings. It has a modern, simple interface that is easy to use and works effectively to manage customer relationships.
As it is an open-source platform, users can customize and access source codes per their requirements. Perfex CRM tool offers many advanced features, including a task management tool, lead management, invoice creation, payment feature, and many more. Perfex maintains a dedicated blog site that updates its latest features or any relevant information about the system.
Perfex CRM provides an extensive mechanism that helps to manage the sales pipeline and boost your professionalism toward customers. This will help you to increase and improve your business performance within a reasonable budget.
How does Perfex work?
Perfect is a complete package to manage your customer relationship smartly and effortlessly. It allows using advanced features such as one-click invoice creation, project management tools, storing and managing customer data, expense reports, and many more. With simple clicks, your whole business management and maintenance can be done easily.
This CRM interface will help you to focus on the company’s individual customers like direct customers, employee management, suppliers’ record, service users, etc. Based on this variety of organized data, you can maintain consistent and additional support to enhance customer satisfaction,
leading you to win more business deals. You can reach a better level of flexibility on the e-commerce platform, spanning marketing and sales, which will help you to increase overall productivity in your business.
Perfex CRM API
To get started with the Perfex API, you can refer to the Perfex installation guide available in the documentation section of the website . To generate an API key, you can follow the instructions provided on the help page .
The Perfex API operates over HTTPS and uses JSON as its data format. It is a RESTful API and utilizes HTTP methods and HTTP status codes to interact with the system . You can use the API to perform various tasks, such as managing and invoicing projects, tracking expenses and time spent on tasks, and assigning multiple staff members to tasks and tracking time logged by assigned staff members .
Perfex CRM also offers integrations with limitless apps from all categories, allowing you to fully integrate your data from all apps in one place. This platform keeps you updated about every single activity on any of these apps and ensures that all your data is safe and secure .
If you encounter any issues with the Perfex API, you can refer to resources such as Stack Overflow, where you can find answers to common questions related to the API . Additionally, various third-party modules are available that enable you to use REST API through your Perfex CRM, such as the module provided by Order Code  and CodeGood .
Advanced Features of Perfex CRM Software
This powerful project management feature will help you to manage and invoice a wide range of projects with time tracking and customer billing. The feature allows you to manage multiple employees’ task assignments within a time frame.
Using this feature, you can create attractive and professional invoices. Different file attachments, including PDF invoices, can be sent easily directly to clients. Also can set up recurring invoices.
The estimates will allow you to create estimates within a few minutes, send them to the clients and wait for acceptance. It can auto-convert or change invoice estimates after customer acceptance. Estimates data will be visible to clients, who can take action according to their needs without login into the system.
This option receives and records payments in various currencies. It can add a partial payment to available invoices and auto-generate pdf to send to customers.
This feature allows you to create smart-looking proposals to impress target clients or customers. You can include tables, images, videos, and other items to help convert your clients with this powerful editor. The proposal comment section is allowed for client negotiations.
With this stripe subscription feature, you can bill your customers faster. After creating a subscription, just send the subscription to your clients, and Perfex CRM’sCRM’s stripe feature will do all the relevant tasks for you.
With this feature, you can create recurring expenses. Expenses can be auto-created after a specific time slot (days, weeks, months, or years). It can set bill expenses for fixed clients or projects.
This feature records leads in one place and follows the track. It can import leads from emails automatically, create proposals, add notes and attach files.
It has an excellent support system to track and resolve problems quickly. Auto tickets from email, adding replies, and inserting links are also allowed.
Web To Lead Forms
Lead form feature can help to create web form based on relevant and lead and custom fields to set in your website where visitors can fill up the form with respective information.
Smart Calendar Management
Smart calendar management can help to add upcoming events, contract expiration dates, estimate expiration, task completion date, and many more.
Custom fields can be added to PDFs, payments, invoices, and other relevant options.
Employee task schedules can be managed and created from Task features.
Informative Article Publish Feature
You can add or create informative articles and manage from this option.
You can use contract features to keep present and future sales. PDF contracts can be easily created and sent to customers directly from here.
Goals Tracking Feature
With this feature, you can create future sales goals in your plan. Also can track employees’ performance.
Personal Todo List
The Todo list option can allow all office staff to create their list.
You can generate overall reports to see everything and keep track of other reports.
This customer area feature is completely separated from the admin operation panel. Every customer creates their profile and can keep records of financial activity made with the company.
Perfex CRM WordPress
Perfex CRM is a customer relationship management software that can be integrated with WordPress for various purposes. Here are some key features and integrations related to Perfex CRM and WordPress:
- Project management: Perfex CRM has a powerful project management feature that allows you to manage and invoice projects, track expenses and time spent on tasks, and assign multiple staff members to tasks. 
- Zapier integration: You can set up the Perfex CRM trigger on Zapier and connect it with WordPress to automate various tasks. 
- Import/capture leads: Perfex CRM can import/capture leads from the most popular contact forms on WordPress, including Contact Form 7, with its built-in email integration feature. 
- WordPress plugins: There are various WordPress plugins available on CodeCanyon that can be integrated with Perfex CRM, such as WooCommerce – Perfex CRM Integration, Gravity Forms – Salesforce CRM Integration, etc. 
- Wordfex plugin: Wordfex is a WordPress plugin that syncs new user signups from your WordPress or WooCommerce website with your Perfex CRM leads/customers. 
- Self-hosted CRM: Perfex CRM is a self-hosted CRM software that can help you manage customer relationships and improve business performance. Its clean and modern design can give a professional look to your customers. 
- Zapier legacy integration: You can also use Zapier to integrate Perfex CRM with WordPress legacy for various automations. 
Overall, integrating Perfex CRM with WordPress can help streamline various business processes, such as project management, lead capture, and user signups. If you need further assistance with Perfex CRM and WordPress integration, you can refer to the Perfex CRM documentation. 
Perfex CRM Free download
Perfex CRM is a customer relationship management software designed to help businesses manage their clients, tasks, and payments. While there are websites that offer a free download of the software, it is important to note that downloading and using such free versions may be illegal and unsafe.
It is highly recommended to download Perfex CRM from its official website  or from reputable sources that offer legal and safe downloads. There are websites that offer free downloads of Perfex CRM, but it is important to note that these downloads may be pirated or infected with malware.
Furthermore, it is important to note that downloading and using a pirated version of the software may be illegal and can lead to legal consequences. It is also important to note that using pirated software can be dangerous and can lead to security issues and malware infections.
Therefore, it is highly recommended to purchase the software from its official website or authorized resellers to ensure that you have a legal and safe copy of Perfex CRM. Additionally, purchasing the software from authorized resellers may offer customer support and updates that are not available in pirated versions.
In conclusion, while there may be websites that offer free downloads of Perfex CRM, it is important to prioritize legality and safety when downloading and using software. It is recommended to purchase the software from its official website or authorized resellers to ensure that you have a legal and safe copy of Perfex CRM .
Perfex CRM Laravel
Perfex CRM is a self-hosted Customer Relationship Management (CRM) software that is built using PHP and Laravel framework . Laravel is known for providing a solid foundation for building web applications and comes with built-in dashboards, internal caching, and autoload optimization . Perfex CRM offers various features that help manage projects, track expenses and time spent on tasks, bill customers, and assign multiple staff members on tasks .
The back-end of Perfex CRM is built using PHP, with Laravel framework used to provide a solid foundation for building web applications. MySQL is used as the database for Perfex CRM .
In addition, there are various modules available for Perfex CRM on CodeCanyon, such as the Perfex Shop module that enables the ability to sell products or services through the customers’ area, along with powerful reporting and inventory management .
If you are looking for a backend theme for Perfex CRM, the Flat Admin theme offers a redesign of the backend’s experience by adding flat aesthetics at your staff’s interface .
Overall, Laravel is an essential part of Perfex CRM’s development, providing a robust and scalable foundation for building the software .
Perfex CRM App
It offers a variety of features that can help streamline business processes and increase sales. Here are some key features and resources related to the Perfex CRM app:
- Project Management Tool: Perfex CRM offers a powerful project management feature that allows businesses to manage and invoice projects, track expenses and time spent on tasks, and assign multiple staff members to tasks .
- Integration with Other Apps: Perfex CRM can be integrated with many other apps, allowing businesses to keep all their data in one place and make intelligent use of the data .
- Mobile App: Perfex CRM offers a mobile app for both Android and iOS devices, which can help businesses manage their sales data and be informed about each and every sales activity with the help of real-time data analysis tools .
- App Templates: There are four Perfex CRM mobile app templates available on CodeCanyon, including the Client App for Perfex CRM and Weboox Convert – Perfex CRM to app Android and iOS .
- Support Board: Perfex CRM also offers an app for Support Board, which allows businesses to connect with customers in real-time through chat and provides automated answers to customers’ questions .
Perfex CRM GitHub
Perfex CRM is a popular Customer Relationship Management software that can be used by almost any company, freelancer or individual. It helps in managing customers, projects, expenses, and time spent on tasks, and also helps in invoicing and billing customers. Here are some of the search results related to Perfex CRM on GitHub:
- The Perfex CRM GitHub page is home to over 330 million projects, and it has been forked and contributed to by more than 100 million users . There are several repositories available on this page, including modules and patches built by the Perfex CRM community.
- FreelancePerfexCrmDeveloper has created a Perfex CRM Docker Deployment Documentation repository on GitHub, which provides a scalable, robust solution to deploy Perfex CRM using Docker. This documentation makes the system faster and more secure .
- Hellhond has built an unofficial patch to Perfex CRM, which is used to submit bug reports and feature requests via the Github Issue system .
- Mstojanovv has created a repository on GitHub that provides menu setup for Perfex CRM. It is designed to help users improve business performance and look more professional to their customers .
- Pharaon3 has built a repository on GitHub for Perfex CRM. However, there is no further information available on this page .
- The official website of Perfex CRM  provides a detailed list of features that help businesses manage their projects, track expenses and time spent on tasks, and invoice their customers. This website also provides a demo of the software.
- Mohammedfathi92 has created a Perfex Powerful Open-Source CRM repository on GitHub. However, this repository may cause unexpected behavior because a tag already exists with the provided branch name .
- JamesSimpson has built a Perfex Hook List on GitHub, which is useful for Perfex CRM developers. This list provides code snippets and notes for developers to use .
- Luismts has built a free modules repository on GitHub, which provides additional modules to enhance the functionality of Perfex CRM .
In summary, there are several repositories available on GitHub that relate to Perfex CRM. These repositories provide modules, patches, and documentation that help users manage their customers, projects, expenses, and time spent on tasks. Developers can also use these repositories to build additional functionality into Perfex CRM.
Perfex CRM Modules
Perfex CRM is a customizable customer relationship management software that offers a range of modules to enhance its functionality. These modules provide additional features and can be customized to suit the user’s specific needs. Here are some of the key points to know about Perfex CRM modules:
- The Perfex CRM website offers a variety of modules that users can purchase to enhance the software’s functionality .
- Users can also create their own modules by following a set of instructions provided on the Perfex CRM help website .
- The Perfex CRM documentation website provides detailed information on the various modules available, as well as tutorials on how to use them .
- There are also third-party websites like myperfexcrm.com and Codecanyon that offer a range of Perfex CRM modules developed by third-party developers, which users can purchase [4, 6].
- Some of the popular third-party modules available on Codecanyon include the Marketing Automation Module, Bookmarks for Tasks, and Custom Links for Perfex CRM [8, 6].
- It is important to note that only modules purchased from the official Codecanyon website are guaranteed to be up-to-date and functional .
- In addition to these modules, there is also a Perfex CRM SaaS Module available for purchase that allows users to turn their Perfex CRM installation into a SaaS business with just a few clicks .
Pros of Perfex CRM Software
- Perfex CRM allows creating and managing of invoice projects with its powerful system
- It can create attractive invoices, proposals, and estimate
- The interface is simple yet powerful and allows users to use it effortlessly.
- Can auto import tickets from email.
- Perfex enables multiple employee management systems with a time frame
- The system can keep track of leads in a single place
- It provides versatile customer-related data that can help enhance customer relationships with the company
Cons of Perfex CRM
Perfex provides a wider range of smart features. But some users are dissatisfied with their pricing. If I get any other cons of the CRM system, I will update it here.
Perfex CRM Documentation
Perfex CRM is a complete Customer Relationship Management software that can be used by almost any company, freelancer, or individual for managing customers and projects. If you are interested in using Perfex CRM or already using it and looking for documentation, there are various sources available online that can help you.
The official Perfex CRM website provides a dedicated documentation section that includes articles and guides for getting started, installation, customers, leads, contracts, and more. The documentation section can be accessed at https://www.perfexcrm.com/documentations/ [].
If you are looking for an overview of Perfex CRM’s features and benefits, you can visit https://www.perfexcrm.com/ [].
To get started with Perfex CRM installation, there is a guide available that includes step-by-step instructions to install the software. This guide can be accessed at https://www.perfexcrm.com/doc/read-getting-started-guide/ [].
If you want to know about the updates and changes in Perfex CRM versions, you can visit https://www.perfexcrm.com/documentation/ [].
Additionally, if you need support or have any queries regarding Perfex CRM, you can visit https://help.perfexcrm.com/ []. The help center includes articles and guides for customizing PDFs, quick installation, and using various modules.
Furthermore, if you are interested in using a specific module for Perfex CRM, such as Mollie Sepa Module, there is documentation available for it at https://myperfexcrm.com/mollie-sepa-module-documentation/ [].
Finally, if you are interested in using Perfex CRM with Docker deployment, there is documentation available on GitHub at https://github.com/freelancePerfexCrmDeveloper/perfex [].
In conclusion, whether you are a beginner or advanced user, there are plenty of resources available online to help you with Perfex CRM. From installation guides to customization options, you can find comprehensive documentation and support for using Perfex CRM efficiently.
Perfex CRM Codecanyon
On Codecanyon, you can find a total of 157 plugins, code, and scripts that are related to Perfex CRM. These include chat modules, webhooks modules, custom links modules, language translation modules, and more . Additionally, you can also find a recruitment module that is designed to automate and manage your organization’s recruiting and staffing operations .
There is also a marketing automation module that automates marketing tasks, streamlines marketing workflows, and measures the outcomes of marketing campaigns . For those looking for accounting and bookkeeping features, there is an accounting and bookkeeping module available that allows you to track financial statements and see the financial health of your business .
If you are interested in Perfex CRM and want to learn more about its features, you can visit the official Perfex CRM website. The website provides a comprehensive overview of the software’s features, including project management, invoice management, customer management, and more . Additionally, you can also sign up for a free consultation to learn more about how Perfex CRM can benefit your business .
In conclusion, if you are looking for Perfex CRM on Codecanyon, you can find a variety of plugins, modules, and add-ons that can enhance the functionality of the software. Additionally, if you want to learn more about Perfex CRM and its features, you can visit the official website and sign up for a free consultation.
Perfex CRM Source code
If you are interested in exploring the features of Perfex CRM, you can visit the official website . There, you can learn more about project management, invoicing, and customer management tools available in Perfex CRM.
If you need the source code of Perfex CRM, you can find it on Github  or you can hire a developer to get the source code with 75+ plugins on Upwork . The source code is easily customizable and comes with detailed documentation .
If you are looking to extend Perfex CRM with additional features, you can create your own modules that consist of hooks, filters, controllers, models, custom PHP classes/libraries, language files, and views . These modules can be used to integrate new features or extend the core functionality of Perfex CRM.
Overall, Perfex CRM is a highly customizable and powerful open-source CRM software that can be used by various industries to manage their business processes, enhance customer experience, and increase sales . If you have any questions or need help using Perfex CRM, you can visit the help center .
Perfex CRM Demo
Perfex CRM is a self-hosted customer relationship management software that can be used by companies, freelancers, and individuals for a variety of uses. With its modern and clean design, Perfex CRM can help you improve your business performance and look more professional to your customers. Here are some of the relevant search results for “Perfex CRM Demo”:
- On the official Perfex CRM website, you can explore the software’s features that can help take your business to the next level and try a demo to see how it works .
- You can log in or register for a demo on the Perfex CRM website by clicking on the “demo” link on the top navigation bar .
- Perfex CRM can be integrated with Zapier to automate repetitive tasks and streamline business processes. You can get a free demo of the integration services on their website .
- On the “About Us” page of the official Perfex CRM website, you can find information about the software and how it can benefit your business .
- To register for a demo, you will need to provide your contact information, including your first and last name and email address .
- You can purchase Perfex CRM on Codecanyon, and their website provides information on the self-hosted CRM’s features and how it can be customized .
- Perfex SaaS CRM Demo allows you to try out the comprehensive customer relationship management system that enables businesses of all sizes to manage leads, projects, invoices, and more .
- You can also demo PerfexCRM Modules Solution, which are sold exclusively on Codecanyon, to ensure the best functionality and updates .
- The Perfex CRM demo is also available on their Spanish language website .
- The Client App for Perfex CRM is an app that is available on the Google Play Store and works on an API basis. You can download a demo version of the app and use the login details provided to test it out .
Perfex CRM Software is an all-rounder CRM platform for users with many features. It will help stay connected with customers through multiple communication channels, enhancing customer satisfaction and loyalty. A company needs to maintain a good relationship with its customers to keep its service sustainable for the long term.
After reviewing several sources about Perfex CRM software, it can be concluded that Perfex CRM is a powerful open-source customer relationship management system that provides several modules to help businesses manage their interactions with customers, streamline workflow, and improve overall sales and marketing efforts.
Overall, Perfex CRM provides an efficient and comprehensive CRM system that can help businesses improve customer engagement, retention, and customer lifetime value. It can also assist with sales management, marketing automation, contact management, and more.
The software is highly successful and has evolved from a concept to a collaborative and technologically advanced product, making it one of the fastest-growing segments of the global software market .
In conclusion, Perfex CRM software is a robust and flexible customer relationship management system that is ideal for managing customer interactions, streamlining workflow, and enhancing sales and marketing efforts. It is a highly customizable open-source software that provides a complete and personalized CRM experience for any business.
Is Perfex open source?
Yes, Perfex is an open-source CRM software . This means that the source code is available to the public, and users can modify, distribute, and use it for their own purposes. In addition, Perfex offers custom modules to improve the user experience and manage workflows . Debugging is also possible in Perfex, as errors can be displayed when the environment is set to development mode . There are even third-party modules available, such as Perfex AiWriter, that enhance the functionality of Perfex CRM .
How do I customize my Perfex CRM?
Perfex CRM offers various customization options that allow users to tailor their CRM system to fit their specific business needs. Here are some ways to customize your Perfex CRM:
Custom CSS styles: Perfex CRM supports a custom.css file that can be autoloaded all over the CRM to apply your custom styles. To create this file, simply create a file named custom.css in assets/css. 
Custom development: Perfex CRM custom development is done with the ease of third-party integrations in mind. Users can easily integrate the system with other useful software. 
Adding new custom fields: To add a new custom field, go to Setup -> Custom Fields and click “New Custom Field.” Select where this field will belong, and choose the options listed in the dropdown. 
Customization offerings: Customizations can fill in the gaps in the capabilities of your CRM system or solve problems. Training is also available to aid in achieving small but important goals. 
Customize client templates: Users can customize invoice pdf, invoice html, payment pdf, estimate pdf, contract pdf, proposal pdf, view proposal, stripe payment, and client all invoices templates. 
CRM customization techniques: It is about breaking things down into manageable chunks and then establishing techniques to aid in achieving and developing small but important goals. 
Dark theme: Users can enable the dark theme on Perfex CRM. It has a sleek and modern look, and is one of the most popular theme offerings out there. 
Module installation: Modules can be added and customized in Perfex CRM through a step-by-step process. 
How do I create a module in Perfex CR?
To create a module in Perfex CRM, you can follow the steps mentioned in the official Perfex CRM documentation . Perfex CRM version 2.3.0 comes with a built-in feature to create modules and integrate additional features into the core functionalities. Here are the basic steps to create a module:
- Navigate to the modules directory in your Perfex CRM installation.
- Create a new directory and name it after your module (e.g., sample_module).
- Create a new PHP file with the same name as the module directory (e.g., sample_module.php). This file will act as the “init file” for your module.
- Write the code for your module in the PHP file.
- Install and activate your module in the Perfex CRM admin panel.
For more information, you can refer to the official Perfex CRM documentation  and other online resources like StackOverflow , tutorials , and YouTube videos [4, 9].
How do I update Perfex?
To update Perfex, there are two methods available: automatic update and manual update. If you are using version 1.2.9 or higher, you can perform an automatic update by going to Setup->Settings->System Update .
However, note that the script won’t automatically notify you that there is a new version available. On the other hand, if you prefer a manual update, you can follow the steps provided in the Perfex CRM documentation, such as backing up your files and database, checking the changelog, and making sure that there are no changes in your custom theme .
It is important to keep your Perfex installation up-to-date to ensure that all features work as expected and to keep your system secure.
What is a open source CRM?
An open-source CRM, or customer relationship management system, is a software platform that makes its source code publicly available for users to view, modify, and distribute as needed . Unlike proprietary CRM software, which is fully developed and ready for use once installed, open-source CRM software can be customized and integrated with other tools to suit specific business needs.
open-sourceOne of the main advantages of open source CRM software is that there is no license fee or annual maintenance cost . Open-source CRM systems help businesses manage their sales, marketing, and service interactions with customers and potential customers. These systems can streamline processes and improve profitability .