If you are looking for a powerful, flexible, and customizable CRM system for your business, you should consider downloading Perfex Open Source CRM 3.1.4. This software is a self-hosted CRM solution that allows you to manage your customers, projects, invoices, and more in one place. You can also enjoy its advanced features and new UI, which improve its performance and usability.
Perfex Open Source CRM is fully compatible with popular payment gateways, multiple currencies and languages, and can be extended with modules and hooks. Whether you are a freelancer, a small business, or a large corporation, Perfex Open Source CRM can help you streamline your business processes and increase your customer satisfaction. Download Perfex Open Source CRM 3.1.4 today and see the difference for yourself.
How to use Perfex Open Source CRM for project management
Perfex Open Source CRM is a powerful and flexible software that can help you manage your projects efficiently and effectively. Here are some steps on how to use Perfex Open Source CRM for project management:
- First, you need to install and configure Perfex Open Source CRM on your server. You can follow the documentation for the installation and configuration process.
- Next, you need to create a project in Perfex Open Source CRM. You can do this by clicking on the Projects menu on the left sidebar, and then clicking on the New Project button on the top right corner. You can enter the project name, description, start date, deadline, billing type, status, and assign the project to a customer and staff members. You can also add milestones, tasks, files, discussions, and notes to your project.
- To manage your project tasks, you can use the Kanban view or the Gantt chart view. You can drag and drop tasks to different columns to change their status, priority, or assignee. You can also add task followers, comments, attachments, checklists, and time logs to each task. You can also link tasks to other Perfex CRM features, such as invoices, contracts, proposals, tickets, etc.
- To track your project expenses and time spent, you can use the Expenses and Timesheets tabs on the project page. You can record and categorize your expenses, and mark them as billable or non-billable. You can also log your time spent on each task, and use the timer to track your time automatically. You can also generate reports on your project expenses and timesheets.
- To invoice your project, you can use the Invoices tab on the project page. You can create an invoice based on the project billing type, which can be fixed, hourly, or based on task hours. You can also add items, taxes, discounts, and payment terms to your invoice. You can also send the invoice to your customer via email, and receive payments online via PayPal or Stripe.
- To monitor your project progress and performance, you can use the Overview and Activity tabs on the project page. You can see the project summary, milestones, tasks, files, discussions, notes, expenses, timesheets, invoices, and payments on the Overview tab. You can also see the project activity log, which records all the actions and changes made on the project.
I hope this helps you understand how to use Perfex Open Source CRM for project management. If you want to learn more, you can check out the customer relationship and project management page, or the how to section of the knowledge base. You can also watch this video that demonstrates the project management features of Perfex Open Source CRM.
Perfex Open Source CRM vs other CRM software
Perfex Open Source CRM is a self-hosted CRM software that is suitable for any company, freelancer, or project. It allows you to manage your customers, projects, invoices, and more in one place. It also has advanced features and a new UI, as well as integrations with popular payment gateways and multiple currencies and languages. Perfex Open Source CRM is fully customizable and extendable with modules and hooks.
Other CRM software are cloud-based or on-premise solutions that offer different features and functionalities for managing customer relationships. Some of the popular CRM software are Salesforce, Zoho CRM, Pipedrive, Suite CRM, and Odoo CRM. Each of these software has its own advantages and disadvantages, depending on your business needs and preferences.
To compare Perfex Open Source CRM with other CRM software, you can use the following criteria:
- Pricing: Perfex Open Source CRM has a one-time fee of $59, while other CRM software have monthly or annual subscription plans that vary based on the number of users, features, and storage. You can compare the pricing of different CRM software here.
- Features: Perfex Open Source CRM has features like project management, goal setting, newsfeed, calendar management, account module, lead management, targets module, workflow management, event management, and more. Other CRM software may have similar or different features, depending on their focus and scope. You can compare the features of different CRM software here and here.
- Deployment: Perfex Open Source CRM is a web-based software that requires you to install and configure it on your own server. Other CRM software may be web-based or on-premise, depending on your security and accessibility needs. You can compare the deployment options of different CRM software here.
- Industry: Perfex Open Source CRM is ideal for all industries, as it is flexible and customizable. Other CRM software may be more suitable for specific industries, such as real estate, healthcare, education, etc.
- Support: Perfex Open Source CRM offers support via email, tickets, and documentation. Other CRM software may offer support via phone, chat, email, tickets, documentation, forums, etc.
Perfex Open Source CRM 3.1.4 Download, review and tutorial
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If you want to learn how to install and use Perfex Open Source CRM 3.1.4, you can check out the Quick Installation & Getting Started Tutorial from the official website. It provides detailed instructions on how to configure the database, upload the files, set up the modules, and customize the settings.
Perfex Open Source CRM 3.1.4 is a fully bespoke customer relationship management standalone system that is suitable for almost any company, freelancer or many other projects. It has a clean and modern design, and it can help you look professional to your customers and improve your business performance at the same time.
How to customize and extend Perfex Open Source CRM
There are different ways to customize and extend Perfex Open Source CRM, depending on your needs and skills.
One way is to use the built-in customization options that allow you to change the appearance and functionality of the client area, such as the theme, the logo, the menu items, the RSS feed, and more. You can access these options from the admin area Settings->Clients and Settings->Customization.
Another way is to create your own modules that add new features or integrate with external services. Perfex CRM has a module system that lets you use the existing code base and hooks to extend the core functionalities. You will need some programming knowledge and follow the module development guidelines. You can also purchase ready-made modules from CodeCanyon or other sources, but make sure they are compatible with your Perfex CRM version and license.
A third way is to edit the view files directly, but this is not recommended as it may cause issues with future updates and security. If you want to edit the view files, you should copy the existing main theme Perfex located in application/views/themes/ and rename it to your theme name. Then you can modify the files in your theme folder without affecting the core files.
Perfex Open Source CRM pricing and plans
Perfex Open Source CRM is a self-hosted customer relationship management system that offers a one-time fee for a lifetime license. You can choose from two pricing packages:
- Regular License: Suitable for personal use. It costs $59 and includes 1 installation, 6 months of free support, unlimited data, full source code, and email support.
- Extended License: Suitable for business use. It costs $120 and includes everything in the regular license, plus the ability to resell Perfex CRM to your customers.
You can also purchase additional support for 12 months at $18.75. However, these prices may vary depending on the exchange rate and the source of purchase. You should always check the official website or the authorized sellers for the latest and accurate pricing information.
If you are looking for a powerful and customizable CRM solution, Perfex CRM might be a good option for you. You can download a free trial version from the official website and test it out before buying. You can also check out the features and benefits of Perfex CRM, as well as the reviews and ratings from other users.
I hope this information is helpful to you. If you have any other questions, please feel free to ask me. 😊