MANAGE CUSTOMERS, MANAGE TEAM, MANAGE PROJECTS & CREATE INVOICES IN THE CLOUD

Customer Relationship & Project/Team Management software(CRM & PROJECT MANAGEMENT SOFTWARE) that is a great fit for almost any small business, freelancer or many other uses.

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PERFECTO CRM is Incredibly Powerful and Easy-to-Use

Perfecto CRM is complete Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design, Perfecto CRM can help you look more professional to your customers and help improve business performance at the same time.

Integrated

Manage any Project is Easy

Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.

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Drag n’ Drop Features

Create milestones for projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones..

Organize your leads in stages and change stages easily with drag and drop.

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Advanced Reporting Features

Follow ups, reports, notes, files and many more features.

Sales Expenses Report Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track if your article is usefull to clients, improve text based on votes)

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Online Payments

Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money and Braintree, iPara

Receive payments from Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money and Braintree,iPara we have implemented payment gateways that are available in most of the countries.

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Projects

Create milestones for projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones.

Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.

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Estimates

Create estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept.

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Proposals

Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto send thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available.

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Expenses

Creating recurring expenses. Set up a recurring expense and the expense will automatically be re-created after the specified period. The period time could be days, weeks, months or years

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Payments

Record and receive payments in different currencies.

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Leads Management

Leads or potential clients are really important part to any company. Every company trying everyday to get new leads. Very offen happend some potential client to call and ask for specific service that you company serve and then sometimes this is forgotten. With Perfecto CRM you will never forget your potential clients and you will be able to manage all of them in one place. Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop. Ability to auto import leads from emails and web to lead forms, import leads from .CSV file included.

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Web to lead forms

Create unlimited web to lead forms and inject in your landing page or website. This feature allows you to import leads into Perfecto CRM from form. Use web to lead forms to gather potential clients information, allow them to request quotes directly from your website.

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Support System

Great support ticket system with autoresponse, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses. Feature for auto importing tickets via Email Forwarder/IMAP method included. Let your customer reply and create new tickets via email, without accesing the client portal.

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Calendar

Great looking calendar for each staff member based on staff permissions.

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Custom Fields

Custom fields can store extra information for customers, leads, tickets, invoices, comapany, estimates and more.

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Tasks

Staff Tasks

Assign task to multiple employees, add task followers, task comments allowed, task attachments. Link tasks to many Perfecto CRM features and stay organized.

Recurring Tasks

Create tasks that will be auto created for a given period.

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Knowledge Base

Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.

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Contracts

You can add new contracts based on your clients. Adding contracts is very simple, you can set start date and end date and have clear view of all your company contracts in one place. You wont need anymore to search in your desk documents. Create PDF contracts and send to your customers from Perfecto CRM. Contract overdue reminders available.

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Reports

Sales, Expenses Report, Reports by customer, Custom date picker, Leads Conversions, Knowledge base articles (Track if your article is usefull to clients, improve text based on votes)

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Goals Tracking

Setup goals and tracking achievements. Use the Goals Tracking feature to keep sales goals in mind.

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Personal Todo List

Every staff member can have their own personal todo dashboard which will allow your staff member to easily organize the their work.

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Customers Area

Customers area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view.

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MORE FEATURES

Perfecto CRM has many features designed to fit many applications.

Read more about the features below and try the demo to see how Perfecto CRM can help you succeed.

User Reviews

Powerful Online CRM

Excellent product! As a Freelancer Perfecto CRM help's me a lot. Thank you!

John SmithCEO & Founder

Insanely easy to install, really lightweight so it runs fast amazing features, totally custom I could honestly go on all day about it this software. Really amazing work!

JessicaCEO & Founder

This app should be named perfecCRM! We loved this! Very nice and have all we need! Congratulations guys!

PaulCEO & Founder

Pricing

Get Started Now! - Cloud Based Solution

Enterprise

£99.99
  • Unlimited Disk Space
  • 20 Email Accounts
  • Unlimited Staff
  • All Modules

Professional

£59.99
  • 10 GB Disk Space
  • 10 Email Accounts
  • 10 Staff
  • All Modules

Basic

£19.99
  • 1GB Disk Space
  • 2 Email Accounts
  • 2 Staff
  • All Modules

Frequent Asked Questions

The answer to all your questions is here!

Perfecto CRM is complete Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design, Perfecto CRM can help you look more professional to your customers and help improve business performance at the same time.

Customer relationship management (CRM) is a technology for managing all your company's relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.

Managing customers is important and Perfecto CRM helps in several ways:

  • Manage and invoice projects with the powerful Project Management Feature.
  • Link tasks to many Perfeco CRM features and stay organized.
  • Build professional, great looking estimates and invoices.
  • Powerful support system with ability to auto import tickets.
  • Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
  • Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project.
  • Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop.
  • Create good looking proposals for leads or customers and increase sales.
  • Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
  • Know more about your customers with powerful CRM.
  • Increase customer retention via built-in Surveys.
  • Use the Goals Tracking feature to keep sales goals in mind.
  • Create announcements for your staff members and customers.
  • Use Contracts feature to lock in current and future sales.
  • Custom fields can store extra information for customers, leads and more.
  • Receive payments from Paypal and Stripe in different currencies.
  • Tons of configurable options.
  • Style the CRM to your company branding with the powerful theme styling feature.
  • Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
  • Great looking calendar for each staff member based on staff permissions.
  • Follow ups, reports, notes, files and many more features.

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