Perfex - Powerful Open Source CRM
Perfex CRM is self hosted Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design,
Perfex CRM is self hosted Customer Relationship Management software that is a great fit for almost any company, freelancer 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.
Managing customers is important and Perfex CRM helps in several ways:
- Manage and invoice projects with the powerful Project Management Feature.
- Link tasks to many Perfex 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.
Terms & Conditions
- Before purchasing, review the Terms and Conditions on this page.
- If you have questions, check the FAQ first.
- If your question is still unanswered, reach us at support@projectharbour.in or create a support ticket.
- All digital products on this site are original files from the developers. They contain no malicious code, viruses, or ads. Nothing is taken from external or unverified sources.
- We do not provide user support. If you need official support, purchase the product directly from Envato.
- Purchase codes are not provided. All products are non-licensed.
- Free updates are not included. Download links remain active for 30 days after purchase.
- After completing your purchase, you can download your product directly from the Downloads section of your account.
Support Information
For any issues or questions about this item, please contact our support team:
- Email:support@projectharbour.in
- Response time: Within 24-48 hours
- Support includes: Technical questions, item usage help
Frequently Asked Questions
A: Yes, all items come with a commercial license that allows you to use them in your projects.
A: It depends on the type of template you’ve downloaded. For example, mobile app UI templates can be edited in Figma or Adobe XD, while website templates may require tools like Visual Studio Code or Sublime Text.
A: Some templates include free fonts and assets, while others provide external links to download them. Licensed or premium resources are not included due to copyright restrictions — but we make sure to guide you to where you can get them safely.
Whether it's a website, mobile app, UI design, or branding — our experts are ready to help you bring your ideas to life with precision and creativity.
