Perfex - Powerful Open Source CRM

Perfex CRM is a complete open-source customer relationship management (CRM) system, designed for businesses, agencies, freelancers, and developers who need to centralize their entire commercial operation in a single professional platform. With a modern and clean dashboard, this self-hosted solution allows you to manage clients, projects, invoices, support tickets, and work teams without relying on expensive monthly subscriptions.

The platform stands out for its powerful customer and lead management. You can store detailed information for each contact, track communications, and convert prospects into customers through a funnel system organized by stages, with drag-and-drop to change the status of each opportunity. Additionally, it includes automatic lead import from email and the creation of attractive sales proposals that facilitate closing deals.

The project management module allows you to create projects, assign tasks to team members, set milestones, and track the time spent on each task. It is possible to invoice worked hours directly to clients and assign multiple staff members to the same task, with individual timers for each employee. You can also add followers to tasks even if they are not project members, so they can monitor progress without accessing complete information.

In the financial area, Perfex CRM includes a professional quote and invoice generator, expense management with the possibility of invoicing them to clients and automatic conversion to invoices, as well as payment reception through gateways like PayPal and Stripe in multiple currencies. The integrated support system allows you to manage customer support tickets, with automatic email import and reminders assignable to one or more team members, sent via email and in-app notifications.

Other notable features include surveys to increase customer retention, sales goal tracking, staff announcements, contract management, custom fields, employee calendar based on permissions, knowledge base, and powerful reports on sales, expenses, and overall performance. Being self-hosted and developer-friendly, the system is fully customizable: you can modify the code, install additional modules, and integrate third-party services according to your business's specific needs.

With its modern design and branding customization options, Perfex CRM is the ideal choice for small and medium-sized businesses looking for a robust, flexible CRM solution with full control over their data and operations.