Efficient Project Management: Keep your projects on track from start to finish. Manage and invoice your projects with ease using our robust project management tools.

Organized Task Management: Stay on top of every task by linking them to various Perfex CRM features. Assign tasks to your team members, track time spent, and ensure timely completion with our built-in timer.

Professional Estimates & Invoices: Impress your clients with clean, professional-looking estimates and invoices that reflect the quality of your work.

Streamlined Support System: Provide exceptional customer service with our automated ticketing system, ensuring no request goes unanswered.

Lead Management: Convert more leads by keeping track of them in one central place. Auto-import leads, add notes, create proposals, and manage your sales pipeline with a simple drag-and-drop interface.

Compelling Proposals: Increase your sales with visually appealing proposals that turn prospects into loyal customers.

Expense Management: Record and manage your project expenses, with the option to bill clients directly and convert expenses into invoices automatically.

Customer Insights: Gain a deeper understanding of your customers with powerful CRM tools that help you build stronger relationships and improve retention through targeted surveys.

Goal Tracking: Stay motivated and on target by setting and tracking sales goals directly within the CRM.

Custom Branding: Make the CRM truly yours by styling it to match your company’s branding, ensuring a consistent and professional image.

Flexible Payment Options: Offer your clients the convenience of paying through PayPal or Stripe, in multiple currencies.

Team Collaboration: Empower your team with separated media folders, individual calendars, and the ability to track progress on tasks they follow.

Comprehensive Reporting & Analytics: Make informed decisions with detailed reports, follow-ups, notes, and files at your fingertips.