Color Admin Theme Module - Perfex CRM

What is Prefex CRM :

Perfex CRM is self hosted 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.

Managing customers is important and Perfex CRM helps in several ways :

• Manage and invoice projects with the powerful Project Management Feature. You can create new projects within Perfex CRM. You can specify project details such as project name, description, client, start date, end date, and project status.

• Link tasks to many Perfex CRM features and stay organized. Linking tasks to various features within Perfex CRM can help you stay organized and ensure that all relevant information is easily accessible

• Build professional, great looking estimates and invoices. Perfex CRM provides customizable templates for estimates and invoices. Access the template editor to customize the layout, color scheme, and branding elements to match your company's branding guidelines

• Powerful support system with ability to auto import tickets. Implementing a powerful support system with the ability to auto-import tickets can greatly enhance customer service efficiency and satisfaction

• Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff. Ensure that Perfex CRM has a comprehensive task management module where tasks can be created, assigned, and tracked

• Add task followers even if the staff is not project members. The staff member will be able to track the task progress without accessing the project.

• 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

• Create good looking proposals for leads or customers and increase sales.

• Record your company/project expenses and have the ability to bill to your customers and auto convert to invoice.

• Know more about your customers with a powerful CRM.

• Increase customer retention via built-in Surveys.

• Use the Goals Tracking feature to keep sales goals in mind.

• Create announcements for your staff members and customers.

• Use Contracts feature to lock in current and future sales.

• Custom fields can store extra information for customers, leads and more.

• Receive payments from Paypal and Stripe in different currencies.

• Tons of configurable options.

• Style the CRM to your company branding with the powerful theme styling feature.

• Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.

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

• Follow ups, reports, notes, files and many more features.

CRMs need to focus on customers and Perfex CRM does that with a powerful support system that helps you track and resolve issues quickly via the integrated ticket system and customer reminders. These features and more can take customer satisfaction to the next level.

Color admin theme module Prefex CRM : We have changed the color of the admin theme. Color admin theme for Perfex CRM, redesigns the backbend's experience by adding flat aesthetics at your staff’s interface

Note: This is not a standalone script. It is a backend theme (staff-admin area) for Perfex CRM. Perfex can be purchased here

In case you are looking for the Customer version (clients area) of the theme, please contact us.

If you will check the default prefix CRM it will look like the below screenshot. Let me show you through the login screen.

Below screenshot is the dashboard of the default prefex CRM.

Now let me show you the color admin theme which our team customized. Its login screen is also different. Please have a look at the screenshot below. So I will show you through the login screen.

Below screenshot is the dashboard of the color admin theme prefex crm.

Hope you can see the difference between the default prefex crm and color admin theme prefex crm. Customized color theme is completely in white color.

Now let me show you some more pages of the color admin theme prefex crm. Please have a look at the customer page.

Next page is the Account page.