Manage Customers

Customer Relationship Management software that is a great fit for almost any small business, freelancer or many other uses.

Help & Documentation

Features and Benefits

Explore the awesome Perfex CRM features that will help you get your business to the next level.

Project Management Tool

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.

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.

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.

Test yourself!

Try the demo to see how Perfex CRM can help you succeed.