Ability to auto import leads from email, add notes, create proposals. Keep track of leads in one place and easily follow their progress.The staff member will be able to track the task progress without accessing the project. Add task followers even if the staff is not project member.Ability to assign multiple staff members on task and track timer per assigned staff. Track time spent on tasks and bill your customers.Powerful support system with ability to auto import tickets.Build professional, great looking estimates and invoices.Link tasks to many Perfex CRM features and stay organized.Manage and invoice projects with the powerful Project Management Feature.Managing customers is important and Perfex CRM helps in several ways: To view the content, you need to Sign In or Register. Project Roadmap - Advanced Reporting for Perfex CRM ProjectsĬustom SMS & Email Notifications for Perfex CRMĬustom Task Filters Module for Perfex CRM Human Resources Management - HR module for Perfex CRM
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