Perfex – Powerful Open Source CRM

Description

Perfex – Powerful Open Source CRM

Perfex CRM is a leading open-source customer relationship management platform designed to streamline client interactions, boost productivity, and automate business processes. Perfect for agencies, startups, SaaS businesses, and enterprises, Perfex CRM helps you manage customers, projects, invoices, leads, tasks, and support tickets — all from a single, user-friendly dashboard. Distributed by wpshop.net under the GPL license, Perfex CRM comes with lifetime free updates and limited email support, making it the ultimate cost-effective CRM solution.

Feature Highlights

• 📁 Client & Contact Management: Keep all customer information, contacts, and communication history in one place.
• 📈 Lead Management & Pipeline: Convert prospects into clients with powerful lead-tracking and pipeline stages.
• 🧾 Invoices & Payments: Create branded invoices, track payments, and automate recurring billing.
• 📦 Project & Task Tracking: Manage projects with milestones, Kanban boards, Gantt charts, and deadlines.
• 💬 Built-in Support Tickets: Provide excellent customer service with integrated helpdesk and ticketing systems.
• 📊 Expense & Reporting Tools: Track company expenses and generate detailed financial and performance reports.
• ⚙️ Modular & Extendable: Expand functionality with hundreds of Perfex add-ons and modules.
• 🌍 Multi-Language & RTL Support: Localize your CRM for global clients and teams.
• 🔐 Role-Based Access Control: Control permissions to ensure data privacy and secure access for staff.
• 📱 Responsive & Mobile-Friendly: Manage your CRM anytime, anywhere from any device.

Detailed Overview

Perfex CRM helps businesses of all sizes centralize customer data, improve communication, and automate workflows without the high costs of traditional CRMs. It’s particularly popular among freelancers, small agencies, and SaaS providers who want a self-hosted, open-source CRM solution with full control and flexibility.

With its extensive feature set — including lead pipelines, project management, expense tracking, and integrated support tickets — Perfex CRM empowers teams to save time, reduce errors, and deliver better client experiences. Its open-source nature makes it highly customizable, allowing developers to build tailored modules and integrations for unique business needs.

Comparison Table

Feature	Perfex CRM	Other CRMs
Open Source	✅ Fully open-source and customizable	❌ Closed-source, limited flexibility
Project Management	✅ Built-in Kanban, Gantt, milestones, tasks	❌ Requires expensive add-ons or integrations
Support Tickets	✅ Native helpdesk & ticketing system	❌ Usually an external add-on
Cost Efficiency	✅ One-time GPL license with free updates	❌ High recurring SaaS fees
Customization	✅ Developer-friendly with robust APIs	❌ Restricted customization options
Language Support	✅ Multi-language & RTL ready	❌ Often requires third-party translations

Installation Guide

1. Download the Perfex CRM package from your wpshop.net account after purchase.
2. Upload the package to your web server and extract the files into the desired directory.
3. Create a MySQL database and configure the config.php file with your database credentials.
4. Run the installation wizard via your browser to complete the setup.
5. Set up your admin credentials, email settings, and other system configurations.
6. Start adding customers, projects, and staff to begin using Perfex CRM.

Licensing Information

Perfex – Powerful Open Source CRM is licensed under the GPL (General Public License), giving you the freedom to install, customize, and deploy it on unlimited domains and client projects. Every purchase from wpshop.net includes lifetime free updates and limited email support for smooth, long-term operations.

FAQs

Is Perfex CRM self-hosted?

Yes. Perfex CRM is a self-hosted solution, giving you full control over your data and hosting environment.

Can I integrate Perfex with other apps?

Yes. Perfex offers REST APIs and supports hundreds of modules for extended integrations.

Does Perfex CRM support multi-language?

Absolutely. Perfex is translation-ready and supports RTL languages for global businesses.

Do I get free updates and support?

Yes. All purchases from wpshop.net include lifetime free updates and limited email support.

Is Perfex CRM suitable for small businesses?

Yes. Its flexible design makes it ideal for freelancers, small businesses, and large enterprises alike.

Why Choose Perfex CRM?

Perfex CRM combines power, flexibility, and affordability in a single open-source CRM solution. Its all-in-one feature set — including project management, support tickets, invoicing, and lead pipelines — empowers businesses to centralize workflows and improve client relationships without high recurring costs.

Grow your business today! Download Perfex CRM from wpshop.net to enjoy lifetime free updates and limited email support while taking full control of your CRM infrastructure.