My Work Manager

PROJECTS

Manage and invoice projects with the powerful Project Management Feature. Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.

INVOICES

Build professional and great looking invoices. Attach files and send directly to your clients, including the invoice PDF. Ability to setup recurring invoices.

SUBSCRIPTIONS

Bill your customers in a more flexible way via subscriptions. Create subscriptions and send the invoice automatically at regular intervals.

ESTIMATES

Create estimates and auto convert to invoice after your customer accepts. Your clients can view and accept estimates directly from the customer portal.

PROPOSALS

Send proposals to leads or customers and wait for their feedback. Proposal can be accepted directly from any device.

EXPENSES

Easily record your company expenses. Set up recurring expenses and attach receipts. Expenses can be auto converted into invoices and billed to customers.

PAYMENTS

Record and receive payments in different currencies. Customers can pay online using payment gateways.

LEADS MANAGEMENT

Keep track of leads in one place. Track notes, assign staff, follow up and easily convert to customers.

WEB TO LEAD FORMS

Perfex CRM Web to Lead feature allows you to build a web form based on leads fields and custom fields to place it on your website, landing page, etc, as an iframe. The visitors can then enter their names, email addresses, upload attachments and other basic information, to create a lead directly in the CRM.

SUPPORT SYSTEM

Build strong relationships with your clients using tickets and integrated support system.

CALENDAR

Keep track of important company events, staff reminders, and project deadlines using the integrated calendar.

CUSTOM FIELDS

You can add custom fields on PDF for invoices, payments, estimates or proposals, and many important features. Configure to fit your business. Ability to show in the customer portal or table.

TASKS

Assign tasks to multiple staff members, track progress, and collaborate efficiently with your team.

KNOWLEDGE BASE

Create knowledge base articles and organize them in groups. Help your customers and build trust.

CONTRACTS

Use Contracts feature to lock in current and future sales. Easily create contract PDF and send the contract directly to the customer email.

REPORTS

Generate detailed reports for sales, expenses, leads, projects, and more to analyze your business performance.

GOALS TRACKING

Set and track goals for your staff and company. Monitor progress and improve productivity with goal tracking tools.

PERSONAL TODO LIST

Each staff member can maintain a personal to-do list to manage daily activities and tasks effectively.

CUSTOMERS AREA

Customer portal where clients can view invoices, proposals, contracts, projects, support tickets and more.

More Features

CREATE GOOD LOOKING PROPOSALS

Send proposal to leads or customers and wait for their feedback. Proposal can be accepted directly from any device.

SEND ESTIMATES TO CUSTOMERS

Ability to create estimates and auto convert to invoice after accepting.

ADJUST MENU ITEMS

Easily drag and drop to adjust the menu items and remove unnecessary features.

TRACK TIMERS BY MULTIPLE MEMBERS

Perfex CRM track timers by multiple task assignees.

EASILY COPY TASKS

Copy tasks in no time with all task data including assignees, followers, checklist items, attachments.

CHANGE COLOR STYLES

It has never been easier to adjust the colors to fit your brand! Even option for custom.css file allowed which will be auto included in the system to make the styling perfect.

TIMESHEETS REPORTS

Have a clear view of the time logged for each task, you can use filters to see total loged time. by project and by staff member.

PROJECT MILESTONES

Create project milestones and organize your tasks for outstanding project workflow.

E-SIGNATURE

E-Signature option available for contracts, proposals and estimates. Let your customers easily sign those documents and make your life easier.