Perfex CRM (v3.3.1) Powerful Open Source CRM

Perfex CRM is a comprehensive customer relationship management system built for agencies, freelancers, and growing businesses that need to keep sales, project delivery, and support in one place. It replaces a patchwork of disconnected tools with a single, cohesive platform that your whole team can actually use.

Run Your Whole Client Workflow in One Place

From the first lead capture through invoicing and project delivery, Perfex CRM tracks every interaction with a customer. Built-in modules for estimates, contracts, and support tickets mean your team never has to jump between disconnected apps just to answer a simple client question.

Key Features

• Lead management with pipelines, sources, and follow-up reminders
• Invoicing, estimates, proposals, and online payment integrations
• Project management with tasks, timesheets, and Gantt-style views
• Built-in support ticket system with customizable departments
• Customer self-service portal for invoices and communication
• Staff permissions, reporting, and goal-tracking tools

Perfex CRM consolidates sales, delivery, and support into one dependable system instead of five separate subscriptions. Download the GPL edition from ThemesPluginHub and give your team a single home for every client relationship, from first contact to final invoice.