Perfex CRM is a powerful and highly customizable customer relationship management (CRM) software designed to help businesses manage customers, leads, projects, invoices, support tickets, and sales operations from a single platform. Built for freelancers, agencies, startups, small businesses, and enterprises, Perfex CRM provides a complete business management solution that helps improve productivity, streamline workflows, and strengthen customer relationships.
Perfex CRM is designed for businesses that need more than a basic CRM system. It combines project management, invoicing, lead tracking, customer support, contract management, and team collaboration tools into one centralized platform. With its modular architecture and extensive customization capabilities, businesses can tailor the CRM to fit their specific operational needs.
Engineered for flexibility and scalability, Perfex CRM includes advanced automation tools, detailed reporting, client portals, employee management features, and integrations with popular payment gateways and third-party services. Whether you’re managing client projects, tracking sales pipelines, or handling customer support, Perfex CRM provides everything needed to run your business efficiently.
Customer Relationship Management (CRM)
Manage clients, leads, contacts, and customer interactions from a centralized dashboard.
Lead Management System
Track, organize, and convert leads through customizable sales pipelines.
Project Management Tools
Manage projects, milestones, tasks, deadlines, and team collaboration efficiently.
Invoice Management
Create, send, and manage professional invoices directly from the platform.
Estimate & Proposal Builder
Generate quotes, proposals, and estimates for clients quickly and professionally.
Support Ticket System
Handle customer support requests through a built-in ticket management system.
Client Portal
Provide clients with secure access to projects, invoices, contracts, and support tickets.
Task Management
Create tasks, assign responsibilities, set deadlines, and monitor progress.
Contract Management
Create, store, and manage contracts with electronic acceptance functionality.
Expense Tracking
Monitor business expenses and categorize spending effectively.
Time Tracking System
Track employee work hours and billable project time.
Recurring Invoices
Automate recurring billing for subscriptions and ongoing services.
Payment Gateway Integration
Accept payments through PayPal, Stripe, bank transfers, and other gateways.
Custom Fields Support
Add custom fields to clients, projects, invoices, and other CRM modules.
Sales Pipeline Management
Visualize and manage sales opportunities using drag-and-drop pipelines.
Knowledge Base Module
Create a self-service knowledge base for customers and support teams.
Staff Management
Manage employee roles, permissions, and access controls.
Team Collaboration Tools
Improve communication and collaboration across departments.
Email Integration
Send and manage emails directly from the CRM platform.
Automated Notifications
Notify clients and staff automatically about important events and updates.
Advanced Reporting & Analytics
Generate detailed business reports and performance insights.
Custom Dashboard Widgets
Personalize dashboards with relevant metrics and information.
Multi-Language Support
Operate the CRM in multiple languages for international teams.
File & Document Management
Upload, store, and organize important business documents securely.
Calendar & Event Management
Schedule meetings, appointments, and important business activities.
Role-Based Permissions
Control access to CRM modules and sensitive business data.
API & Third-Party Integrations
Connect Perfex CRM with external tools, applications, and services.
Mobile-Friendly Interface
Access CRM data from desktops, tablets, and smartphones.
Regular Updates & Extensions
Expand functionality with modules, addons, and ongoing updates.
Professional Documentation & Support
Access detailed documentation, tutorials, and technical support resources.
Download Perfex CRM PHP Script
Perfex CRM is an excellent choice for businesses that need a complete customer relationship management and business automation solution. Its combination of CRM tools, project management features, invoicing capabilities, and customer support functionality makes it one of the most comprehensive CRM platforms available.
To get started:
Upload the Perfex CRM files to your hosting server.
Create and configure your database.
Complete the installation wizard.
Configure company settings and user accounts.
Add clients, leads, and projects.
Set up payment gateways and automation workflows.
Start managing your business from a centralized dashboard.
Manage customers, projects, invoices, and business operations efficiently with Perfex CRM—the complete CRM and business management solution for growing companies.
Add auto-conversion of leads to customers on proposal acceptance
Add a feature to clear the email queue
Add support for auto-conversion proposal to the invoice when a proposal is related to a lead
Add after_proposal_staff_status_changed hook
PHP 8.5 compatibility
Add app_pdf_constructor_params hook for customizing PDF library constructor parameters
Add more *_table_sql_join hooks for customizing SQL joins in admin tables
Remove configurable thousand and decimal separators from eInvoice data rendering
Fix the incorrect usage of CURRENT_TIMESTAMP default in database migrations and schema
Restrict change_client_status to authorized staff or customer admins only
Ensure e-invoice uses date custom fields in y-m-d format
Use y-m-d format in e-invoice export
Fix eInvoice not sent via email to client
Fix ticket priority column sorting
Fix Safari table row borders
Ensure the lead always converts when auto invoice is enabled & set the correct currency
Fix project export new line
Fix project note content not formatted
Move the invoice preview more menu button hook
Check fields exist before running 3.4.0 migration
Vulnerability Fix
Version 3.4.1 fixes a critical security vulnerability reported by an independent researcher. The issue—an unauthenticated remote code execution via insecure deserialization—is triggered through a bundled third-party library in Perfex CRM and affects most earlier releases. All installations should update immediately to version 3.4.1 or the latest available release.
