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Perfecto CRM: Drive Success with Powerful Customer Insights

Perfecto CRM is designed to streamline your customer relationships with intuitive tools that enhance productivity, improve sales processes, and provide real-time insights. Tailored for businesses of all sizes, Perfecto helps you manage leads, automate workflows, and nurture

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MOVE FORWARD, EFFORTLESSLY.

Intuitive Drag n’ Drop Features for Project and Lead Management

With Perfecto CRM, project management becomes a breeze. Create and track milestones for each project, monitoring the time spent with precision. Our drag and drop functionality allows for effortless reassignment and progression of tasks between milestones. Similarly, organize your sales leads into stages and seamlessly transition them through your pipeline with simple drag and drop actions. Perfecto CRM makes managing your projects and leads more intuitive and efficient, enabling you to focus on what truly matters—growing your business.

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ENHANCE YOUR PRODUCTIVITY.

See how our drag n’ drop features can elevate your project management.

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UNLOCK INSIGHTS, DRIVE GROWTH.

Explore advanced features from follow-ups to custom reports and optimize your business strategy.

Perfecto CRM's advanced reporting tools are designed to empower your business with actionable insights and streamlined data management. From detailed sales expense reports to customized reports by customer, our platform facilitates comprehensive analysis tailored to your needs. Utilize our custom date picker for precise period-based insights and track lead conversions to gauge your marketing effectiveness.

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CREATE GOOD LOOKING PROPOSALS

Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor. Proposals comments allowed for further discussion with the customer.

CREATE ESTIMATES

Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.

ONE CLICK INVOICE CREATION

Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.

LEADS MANAGEMENT

With the simple Kan Ban you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.

RECORD EXPENSES

Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.

RECORD PAYMENTS

Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment.

AWESOME 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.

KNOWLEDGE BASE FOR CUSTOMERS AND STAFF MEMBERS

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

MANAGE CONTRACTS

Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via buil-in sending contracts feature. Ability to send customer reminders before contracts expiry.

PROJECT MANAGEMENT

Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.

BUILT IN STAFF TASKS

Assign task to multiple employees, add task followers, task comments allowed, task attachments.

SEND SURVEYS TO LEADS AND CUSTOMERS

Create surveys and impress your customers. Add your question and improve your company productivity. Ability to send surveys to leads/customers/staff members and manualy created mail lists.

DETAILED CALENDAR

Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date

COMPANY NEWSFEED

Share great company events, upload documents, easy employees communications.

GOALS TRACKING

Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.

CREATE ADDITIONAL CUSTOM FIELDS

Available Custom fields for most of the important features. You can add custom fields to PDF invoices, estimates etc...

SIMPLE REPORTS FOR QUICK OVERVIEW

Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date

WHATSUPP MODULE

WhatsApp Module for Perfecto CRM, is a module that allows you to integrate the famous WhatsApp contact button, onto your Customers Area> and/or Administration area of Perfecto CRM.

MULTI-LANGUAGE OPTION

There are 23 language options.

CHAT ADD-ON

Perfecto CRM Powerful Chat a real time experience add on. Employees, Clients, Groups

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.

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.

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.

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.

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.

Payments

Record and receive payments in different currencies.

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

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.

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.

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.

Custom Fields

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

Calendar

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

Knowledge Base

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

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.

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)

Goals

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

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.

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.