NOTE: This is NOT a WordPress Plugin or Theme. No support of any type is given with this product.

Features

Perfex is a powerful, open-source CRM solution that enhances business operations, client management, and sales processes. Tailored for freelancers, small businesses, and agencies, Perfex CRM offers tools for managing projects, tracking client interactions, handling invoicing, and organising sales pipelines—all in one centralised platform. This CRM includes automated reminders, task tracking, and client portal access, allowing clients to view project progress and invoices. With its customisable and extendable design, Perfex enables businesses to scale and personalise functionalities, providing a robust, cost-effective solution for improving client relationships and streamlining business workflows.