Perfex v1.2.2 Powerful Open Source CRM By MSTdev
Download Perfex v1.2.2 – Powerful Open Source CRM
Perfex v1.2.2 – Powerful Open Source CRM is a total Customer Partnership Management software program that is a wonderful fit for virtually any kind of business, freelancer or lots of various other uses. With its tidy as well as modern design, Perfex CRM can assist you look extra professional to your consumers as well as help boost service efficiency at the same time.
Sales are important as well as Perfex CRM aids in numerous ways:
- Take care of and also invoice projects with the powerful Project Monitoring Attribute.
- Track time spent on tasks as well as bill your customers. Capacity to assign several personnel on personnel and track timer each appointed staff.
- Add task fans even if the team is not task member. The team member will have the ability to track the job progression without accessing the project.
- Track leads in one place and easily follow their development.
- Create great looking propositions for clients or leads and boost sales.
- Records your firm expenses as well as have the ability to expense to your customers and vehicle transform to billing.
- Know a lot more concerning your clients with powerful CRM.
- Rise client retention using built-in Surveys.
- Make use of the Goals Tracking feature to maintain sales goals in mind.
- Construct expert, fantastic looking quotes as well as billings.
- Powerful support group with capability to automobile import tickets.
- Usage Agreements include to secure present and future sales.
- Custom-made areas could keep added details for consumers, leads as well as extra.
- Follow ups, records, notes, files and also many more features.
CRMs need to concentrate on consumers as well as Perfex CRM does that with an effective support system that helps you track and also settle concerns rapidly through the incorporated ticket system and also consumer pointers. Designate pointers to on your own, one or several employee and also with one click, tips can be sent out to email and also in-app notification system. These functions and even more could take customer contentment to the following level.
Perfex CRM has lots of functions created to fit many applications. Read more regarding the functions listed below and try the demo to see exactly how Perfex CRM could assist you be successful.
Perfex v1.2.2 – Powerful Open Source CRM Changelog
* Added password as merge field in welcome email template.
* Added 2Checkout payment gateway.
* Added milestone description with option to turn off/on visibility to customer.
* Added filter for upcoming tasks in the tasks tables.
* Added ability to link estimate to project.
* Added filters for project timesheets by staff member for members with permission for projects CREATE.
* Added option to chose does to disalow customer to edit custom field.
* Added option to select custom date for recurring invoices.
* Added notification when new lead attachment is uploaded.
* Improved: Added ability to edit todo.
* Improved: Added option to add new todo item from the dashboard.
* Improved: Added estimates searchable to top search bar.
* Improved: Updated to CodeIgniter 3.1.0.
* Improved: When doing upgrade database upgrade process will be from the browser by clicking on button. No need anymore to set migration to true and go to yourdomain.com/update/
* Changed: Sessions will be stored in database instead in files.
* Changed: Moved stripe_payment.php view to the payment gateways library.
* Removed: themes/perfex/views/stripe_payment.php
* Removed: controllers/update.php
* Fixed lead not opening problem.
* Fixed proposal table error on some MySQL Versions.
* Fixed top search results not format invoice number.
* Fixed dashboard invoices not sent includes cancelled invoices.
* Fixed bug for customer password templates when using my_email
* Fixed bug when updating in version 1.2.0
* Fixed bug when using number to word for invoices and estimates and custom_lang.php file is used