Perfex CRM Customization
We are Here!We Employ the Most Advanced Quality Standards for Perfex CRM Development and Customizing. More than eleven years of expertise with Web Design and Development. Our team has been involved with Perfex CRM’s complex modification and module development
Looking For a Perfex CRM Customization Services?
We’ve assisted with complex modifications and the creation of modules several times. We can assist in the fix of bugs for the core, and Modules that are designed entirely from scratch. Then, we create a completely new concept. This is among the top effective software systems that can be used by small and large companies. It's low-cost and safe. It's flexible enough to accommodate the expansion of a small business. Our implementations are backed by a wealth of experience in its implementation and the ability to customize.
Services We’re Offering
Installation and upgrade we offer Perfex CRM installation, as well as its Modules installation services for an amazing price.
The Custom Theme Design Delicate working with the default theme. Do you wish to change the appearance of your website? No problem! We can create the most exclusive style for your business.
Custom Module Development allows us to convert your ideas into a Perfex, and finally develop the custom module. This improves the efficiency of your company.
Third-Party Application Integration CRM can integrate with a variety of third-party applications like Magento, WordPress, etc. Contact us now. Our team of experts will be in touch shortly.
Problem Fixing Do You have issues in Perfex CRM? It is time to make changes and appreciate the importance of having someone always there to help you.
Integration with SMS and payments its multiple choices for SMS Gateways and Payments. Are you looking for an application form?
A Few Thoughts On My Experiences
Perfex CRM update
Integrate 3rd party APIs
Managing and Create Invoices
Develop Custom Module
Install Perfex CRM
Set-up Perfex CRM module.
FEATURES AND BENEFITS
Project Management Tool
Control and invoice projects by using the powerful project management feature. Keep track of the time and costs for projects and bill your customers. Possibility to designate employees who work for a particular project and track time recorded by those who were assigned to the project.
Create Estimates
Estimate within less than one minute. It is then sent to your clients and they have and they are waiting for them to accept the time to accept it. The ability to turn your estimate into an invoice after the client has accepted. Customers can view and accept the estimate without having to log in.
Create Proposals
Make attractive proposals that will make your potential prospects or customers. Incorporate tables, images, and other details using a powerful editing program. The comments on proposals could be used to facilitate further discussions with the client.
Leads Management
With the user-friendly KanBan software, you'll be able to monitor leads and easily track their progress. Attach documents, turn leads into customers, or export leads from emails, make plans, or make notes.
Record Payments
Pay and record transactions in various currencies. Customers can pay on the internet. Automatically generated PDFs are generated PDFs after each payment.
Record Expenses
Track the expenses of your company. Make recurring expenditures and the amount will be recorded at the specified date. The time could vary from weeks to days or years or days. The ability to define costs that are billed to clients or projects.
One-Click Invoice Creation
Professional invoices look professional and stylish. Send the invoices as attachments and send them directly to your clients together with the invoice's PDF. The invoice will include various taxes depending on the item. Invoices for recurring payments are automatically generated, according to your configuration for invoices that are scheduled regularly. There is the option to create the dates for recurring invoices between one Month and twelve months.
Awasome Support System
Excellent support ticket system for help with auto-response. Staff members' notes regarding private tickets and ticket assignments, attachments. Predefined tickets respond with hyperlinks to Knowledge Bases Priorities of tickets as well as tickets' statuses.
Perfex CRM Customized Screens
Arabic Language Integration Including Data
Employee Dashboard view by Manager Role
Item Approval Multi Grouping and Non Stock Items
Role Based Lead with Project name and warehouse Concept
Role, Region, Salesman Filter with Customized Quotation with customized Status
Staff with Parent Id Role
Knowledge Base For Customers & Staff Members
BUILT-IN STAFF TASKS
Tasks can be assigned to multiple employees and assigned task followers. Task comments are permitted, as well as task attachments are permitted.
MANAGE CONTRACTS
The contract feature lets you secure the sales that are currently in effect and highlight the sales you have made and highlight them. Create PDF documents in less than one minute and email them to your customers using the built-in emailing contract feature. You can send out reminders to your customers before when the contract is due to expire.
SEND SURVEYS TO LEADS AND CUSTOMERS
Create surveys that will delight your customers. Include your questions to increase your company's effectiveness. Ability to send surveys to leads/customers/staff members and manually create mail lists.
DETAILED CALENDAR
Be aware of all business events and dates for invoice expiry as well as dates for contract expiry estimates deadlines, and the time to complete the task.
SURVEY REPORTS
Create Effective Surveys
GOALS TRACKING
Set goals and track the results. Staff members are kept informed about any failure or success. They are monitoring everything.
Communicate us Right Moment!
+ 91 9042020205
Mail: info@icore.net.in
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