Version: 3.1.0
Perfex 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, 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:
CRMs need to focus on customers and Perfex CRM does that with a powerful support system that helps you track and resolve issues quickly via the integrated ticket system and customer reminders. Assign reminders to yourself, one or many staff members and with one click, reminders can be sent to email and in-app notification system. These features and more can take customer satisfaction to the next level.
Perfex CRM has many features designed to fit many applications. Read more about the features below and try the demo to see how Perfex CRM can help you succeed.
Add strike through in project discussions
Add badges in leads profile tabs for tasks, proposals, notes, attachments.
Added ability to specify redirect URL after submission for web to lead and estimate request forms.
Add option to set project name when copying the project.
Updated: Task comment WYSIWYG editor will stick while scrolling.
Updated: Ensure tasks modal does not close on outside click when typing comment.
Updated: Uploaded project files will be renamed with unique hash.
Updated: Ticket CC will be remembered when ticket is imported via pipe or IMAP.
Updated: Zoom allowed on mobile devices.
Fix calendar buttons goes out of the container small screens.
Fix tasks not visible on tasks table in client area.
Fix msg91 DLT Template ID.
Fix estimate to project convert task date format causing 500 error.
Fix task change hook not fired when task updated.
Fix statement filename does not contain the extension.
Fix credit applied to draft invoice adds invalid invoice number.
Fix checklist progress bar color when progress is 0%.
Created | 21-07-2020 |
Updated | 08-01-2024 |
Catégorie | Project Management Tools |
Theme Type | ORIGINAL |
Taille du fichier | 48.04 MB |
Commentaires | 0 |
Vues | 4271 |
Ventes | 0 |
Downloaded | 0 |