Features that will help you get your business to the next level.

Manage Customers, Projects, And eSignatures Contracts In The Cloud

Everything can be Perfex

Get the app plus a website store

Professional website + CRM + Domain + SSL + Stripe + Paypal + Webapp

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Perfex Features

They are hundreds of features that will simplify your day to day.

PROJECT MANAGEMENT TOOL

Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.

GET PAID

Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment.

ONE CLICK INVOICE CREATION

Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who 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.

MANAGE CONTRACTS

Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via buil-in sending contracts feature. Ability to send customer reminders before contracts expiry.

CREATE ESTIMATES

Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.

GOALS TRACKING

Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.

DOCUMENTATION

KNOWLEDGE BASE FOR CUSTOMERS AND STAFF MEMBERS Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.

LEADS MANAGEMENT

With the simple Kan Ban you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.

TICKET SUPPORT SYSTEM

Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.

CALENDAR

Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date

RECORD EXPENSES

Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.

SIMPLE REPORTS FOR QUICK OVERVIEW

Reports Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track if your article is useful to clients, improve text based on votes)

Some technical features included:

Free Domain Name

VPS

SSL
Email accounts with domain
Database
FTP accounts
Subdomains
Includes cPanel
Ultra-fast Dual Xeon servers
Ultra-fast SSDs storage
Smart cache  and much more!

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(646) 580.2939

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