📌 About PerfectCrm

Elevate your business operations with PerfectCrm, a self-hosted Customer Relationship Management software designed for professionals and teams. PerfectCrm lets you manage projects, create and send invoices, handle subscriptions, and track expenses effortlessly. Utilize advanced features like lead management, web-to-lead forms, a robust support system, and a customizable calendar to streamline your processes. Enhance productivity with personalized task boards, detailed reports, and goal tracking. Offer a seamless customer experience with a dedicated portal and enjoy team collaboration with user-specific access—all under one integrated platform.

Here is a list of everything that PerfectCrm can offer you.

🕒 Projects

The Project Management feature lets you manage and invoice projects, track time spent on tasks, bill your customers, assign multiple staff members to tasks, and track time for each assigned staff member.

Manage and invoice projects efficiently
Link tasks to various CRM features for better organization
Track time spent on tasks and bill customers accordingly
Assign multiple staff members to tasks and track their progress with individual timers

🧾 Invoices

Create professional and visually appealing invoices. Attach files and send them directly to your clients, including the invoice PDF. Also, set up recurring invoices as needed.

- Create professional, attractive estimates and invoices.
- Record expenses and automatically convert them to invoices.

💳 Subscriptions

Expedite billing with our advanced Stripe Subscriptions feature. Create a subscription, send it to your customer, and let PerfectCRM and Stripe handle all the administrative tasks seamlessly.

Powerful support system with automatic ticket import
Integrated ticket system and customer reminders to track and resolve issues quickly

✉️ Estimates

Create estimates quickly, send them to customers, and auto-convert to invoices upon acceptance. Customers can view and act on estimates without logging in.

Add task followers who can track progress without accessing the project.
Assign tasks and track progress efficiently.

📊 Sales And Proposals

Create visually appealing proposals with images, tables, items, and YouTube videos using a powerful editor. Enable proposal comments for negotiation.

Create attractive proposals for leads or customers to boost sales
Use the Goals Tracking feature to maintain focus on sales goals

💸 Expenses

Set up recurring expenses to be automatically created at specified intervals—daily, weekly, monthly, or yearly. You can also assign these expenses to customers or specific projects.

Recurring expenses for daily, weekly, monthly, or yearly intervals
Assignment for specific customers or projects
Tracking for monitoring and managing costs
Automation for streamlining expense management

💵 Payments

Record and receive payments in different currencies.

Auto generated PDF sent to customer
Ability to add partial payments to invoices is available

📈 Lead Management

Track and manage leads in one place, auto-import from email, add notes, create proposals, and attach files. Organize and move leads between stages with drag and drop.

Keep track of leads in one place, import leads from email, add notes, and create proposals
Organize leads in stages and easily change stages with drag and drop

🌐 Web To Lead Forms

Create a web form using lead fields and custom fields, which you can place on your website, landing page, etc., as an iframe. Visitors can then enter their name, email address, upload attachments, and other basic information to create a lead directly in the CRM.

Customize fields to store additional information for customers and leads
Receive payments via PayPal and Stripe in different currencies
Style the CRM to match company branding with theme styling

👩‍💻 Support System

A great support system that helps you track and resolve issues quickly, with the ability to automatically open tickets from emails, insert knowledge base links, and add predefined replies.

Monitor and manage issues efficiently
solve issues promptly
Open tickets automatically from emails
Insert links to the knowledge base for quick reference
Add predefined replies to save time and ensure consistency

🗓️ Calendar

Have clear view of all your company events upcoming invoice payments, contracts expirations, estimates expiration, tasks finish date, reminders. You'll never miss anything from the calendar

📝 Custom Fields

You can add custom fields to PDFs for invoices, payments, estimates, or proposals, among many other important features. Configure it to fit your business needs, with the option to display them in the customer portal or table.

Include custom fields in invoices, payments, estimates, and proposals
Configure custom fields to meet specific business requirements
Display custom fields in the customer portal
Option to show custom fields in table format

⭐ Tasks

Assign tasks to multiple staff members, add followers, and attach files. Allow your staff to comment on tasks and upload files. Tasks can be linked to almost all important features.

Delegate tasks for collaboration and shared responsibility
Include followers for updates without direct involvement
Upload documents and files for task resources
Allow comments for task communication and clarification
Staff can upload files directly to tasks
Integrate tasks with key CRM features for seamless workflow
Track timers by multiple members
Copy tasks with all data, assignees, followers, checklists, and attachments

📚 Knowledge Base

Create knowledge base articles and organize them in groups.
Help your customers and build trust.

Write and publish knowledge base articles
Categorize articles into groups for better organization
Help your customers by providing useful and relevant information
Establish trust by offering resources that address their questions

🔒 Contracts

Utilize the Contracts feature to formalize and secure both current and future sales. Quickly generate a contract in PDF format and send it directly to the customer’s email for convenient and prompt processing.

📋 Reports

Generate reports to get a clear view of everything. Track income vs,expenses and lead conversions. The knowledge base report is also included.

Create detailed reports for a comprehensive overview
Monitor and compare financial income and expenses
Analyze the conversion rates of leads into customers
Include insights and data from the knowledge base

🎯 Goals Tracking

Use the Goals tracking feature to keep sales goals in mind. Ability to notify staff members about failure or success

Keep track of sales targets and progress
Send notifications to staff members about successes or failures related to goal achievement
Keep everyone updated on performance and goal status

🗂️ Personal Todo List

Each staff member has their own personal todo list board to increase productivity. Easily change the status of tasks by dragging and dropping.

Each staff member has a personal todo list board for managing their tasks
Enhance productivity with a dedicated task management system
Easily update task statuses by dragging and dropping items

🧑‍💼 Customers Area

The customer area is fully separated from the admin area. Each customer has their own portal where they can track all financial data related to your company.

The customer area is distinct from the admin area
Each customer has a personal portal for accessing their information
Customers can view and monitor all financial data related to your company

👥 Team Members

Give your team access to this app under your account subscription, ensuring seamless collaboration without additional expenses. Empower your team to leverage the app's full suite of tools and assist in configuring account settings.

Individual user profiles for each member
Grant access to essential tools and functionalities
Integrate new members without extra costs
Team members enjoy equal visibility and access, fostering teamwork

📌 About PerfectCrm

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