e all heard about the CRM i.e., Customer Relationship Management & PM tool i.e., Project Management Tool but why we needed these tools. Actually, these two tools play a vital role in organizing the business to the next level & improves the business performances. The PerfexCRM is a great combination of these two vital tools – Customer Relationship + Project Management tools.
The PerfexCRM is a great solution for an individual web designer, freelancer, small design studio or almost any company or many other uses. With its clean and modern design, Perfex CRM can help you look more professional to your customers and help improve business performance at the same time.
The PerfexCRM offers a ton of features, it offers everything that you need from the lead management to the proposal creation to the project tracking to the contract organization to the invoices & payments. Additionally, you can send surveys, goal tracking, advance reporting and managing everything at a single place.