Perfex CRM, an open-source CRM, is best suited for startups and small businesses. It is open-source which means that anyone can modify it. You can customize it to meet your needs. Perfex CRM installation costs are significantly lower than the benefits. ICore is the right place to go if you’re looking for CRM implementation in coimbatore. You’ll find the right solution with their years of experience and expertise in the field.
To run a successful business in the modern generation you must need a CRM like Prefex. You can modernize your business with prefex CRM. Perfex CRM is complete Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design, Perfex CRM can help you look more professional to your customers and help improve business performance at the same time.
Perfex CRM has lot’s of modules available. In this blog, let’s talk about the Sales module.
Utilities module has lot’s of options available like Media, Invoices export (excel), Bulk PDF export, Calendar, Announcements, Activity log and Ticket pipe log.
1. Media : Media option is used to upload files and you can organize files by folder.
2. Invoices Export (excel) : With this feature you can export invoices in excel form for specific dates and you can also select types of invoices like All, unpaid, paid, partially paid, overdue, cancelled and draft.
3. Bulk PDF Export : With this feature you can export PDF in bulk for specific dates and you can also select types like invoices, estimates, payments, credit notes, proposals and expenses.
4. Calendar : With this feature you can set reminders on the calendar and after setting reminders it will show to the calendar at the specified time and date.
5. Announcements : If you want to announce something then you can do that with this perfex CRM feature.
6. Activity log : With this feature you can check all the activities done here like login, logout.
7. Ticket Pipe log : With this feature you can check the activity of the tickets created by the customer, like when ticket created, when admin viewed ticket, with whom that ticket assigned and after that what will be the ticket status and so on.