How to Install Perfex CRM

Install Perfex Crm

You should be familiar with the business saying, “Customer is King”. Customer Relationship Management involves all the activities, strategies, and technologies that businesses use to manage relations with their current and potential customers. In the commercial sector, it is paramount to retain existing customers in a bid to expand the business. The better a business can manage its interactions with its customers, the more successful it will become.

Customer Relationship Management (CRM) is a technological strategy that helps businesses gain insight into the behavior of their customers, and modify their operations to meet their needs. Building customer relationships will in turn create loyalty, and increase customer retention.

All these factors affect a company’s revenue therefore, effective CRM results in increased profits for a business.

What is Perfex CRM? 

A CRM tool creates a simple user interface for the collection of data, that helps businesses recognize and communicate with customers. It is therefore a must-have for businesses who want to improve their marketing system, and in turn, increase sales.

Perfex CRM is a self-hosted customer relationship management software ideal for almost any company, freelancer, and business owner. Its clean, modern design helps you look more professional to your customers, and improve business performance subsequently.

Perfex CRM helps you focus on your customers with a powerful support system, that helps you track and resolve issues quickly thanks to its robust features.

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Features of Perfex CRM

Perfex CRM has many features compatible with several applications. You can set reminders for yourself, or assign tasks to one or many staff members with one click, and these prompts can be sent directly to their emails or via the in-app notification feature.

With the robust features of this tool, you can be sure to take your customer satisfaction game to the next level.

  • Projects

With Perfex CRM, you can manage projects with the powerful project management feature. You can track the time spent on tasks and bill your customers accordingly. You can also put a track timer on tasks assigned per staff member.

  • Invoices

Perfex CRM allows you to build professional and great-looking invoices. You can attach files including the invoice PDF, and send them directly to your customers. You can also set up recurring invoices. Perfex CRM supports PayPal, Stripe, Instamojo, PayU Money, Mollie, Braintree, Authorize.net, etc.

  • Stripe Subscription

Perfex CRM has an amazing Stripe subscription feature that enables you to bill your clients in a faster way. All you need do is simply create a subscription, send the subscription to your customer and let Perfex CRM and Stripe do the rest.

  • Estimates 

You can also create bill estimates within minutes, send them to your clients, and await their acceptance. Your customers can view these estimates and take action on them, without logging in. You also have the ability to auto-convert the estimates to invoices after the customer accepts.

  • Proposals

With Perfex CRM, you can create appealing proposals and impress your potential customers. You can include images, tables, and even YouTube videos, thanks to the powerful editing tools. There is also a comment section on the proposals that allow for negotiations.

  • Expenses

Much like how to create recurring invoices, you can also create recurring expenses. These expenses will automatically be created after the specified period which could be days, weeks, months, or years. They are also billable to customers for specific projects.

  • Payments

Perfex CRM allows you to record and receive payments in different currencies. The auto-generated payment receipt can be sent directly to your customers.

  • Leads Management

With Perfex CRM, you can keep track of your leads in one place and easily follow up on their progress. You have the ability to import leads from your email, add notes, create proposals and attach files. You can also organize your leads in stages and change these stages easily, with a succinct drag-and-drop feature.

  • Support System

Perfex CRM has a great support system that helps you follow up and resolve issues quickly, with the ability to open tickets automatically from email and add predefined replies.

  • Calendar

This feature helps you have a clear view of your company’s upcoming events, pending invoice payments, contract expirations, tasks due dates, remainders, etc. Through this feature, you will never miss a thing.

Other Perfex CRM features include: 

  • Knowledge Base for Customers and Staff Members
  • Built-in Staff Tasks
  • Goals Tracking
  • Reports For Quick Review
  • Company Newsfeed
  • Personal To-Do List
  • E-signature
  • Web to Lead Forms
  • Custom Fields
  • Email Templates etc.

Perfex CRM Pricing 

The developers of Perfex CRM offer two pricing models, which are one-time licenses. The product has been quality checked by Envato, and the support is offered from MSTdev.

Regular License

This has two plans:

  • $59 (6 months support)
  • $79.25 (12 months support)

Extended License

This model also has two plans:

  • $295 (6 months support)
  • $396.25 (12 months support)

📂DOWNLOAD PERFEX CRM

Installing Perfex CRM

Installing this tool is pretty straightforward, and would only take a few minutes.

  • Last Update: July 14th, 2022
  • Published: December 18th, 2015
  • Compatible Browsers: Firefox, Safari, Opera, Chrome, Edge
  • Files Included: JavaScript JS, HTML, CSS, PHP, SQL
  • Software Framework: Codelgniter
  • Software Version: PHP 8.x, PHP 7.x, MySQL 8.x, MySQL 5.x

Server Requirements

  • PHP >= 7.2.5 (>= 7.4 recommended)
  • MySQL 5.1+
  • mod_rewrite Apache
  • MySQLi PHP Extension
  • PDO PHP Extension
  • cURL PHP Extension
  • OpenSSL PHP Extension
  • MBString PHP Extension
  • iconv PHP Extension

IMAP PHP Extension (GoDaddy is not recommended as an email provider)

  • GD PHP Extension
  • Zip PHP Extension
  • allow_url_fopen enabled

Step-by-Step Guide on Quick Installation of Perfex CRM

Step 1: Configure Database

  • Login to cPanel by accessing your domain, and navigating to the MySQL database
  • Create a brand new database that will be used for Perfex CRM installation
  • Create a User and set up a User Password (Take down these credentials for later use)
  • Add the User to the database by selecting the username
  • Make sure to check the All Privileges icon when adding the User to the database.

Step 2: Upload Files to the Server

  • Upload all files to the server folder where Perfex CRM will be installed (Note that you will need to adjust the URL based on where you uploaded the files).
  • If all server requirements are passed, go to the Files/Folders Permissions to fix/enable them. If unsure, consult your hosting provider.
  • If all permissions are passed, click Set Up Database
  • Enter the database credentials (Username and Password) you configured in Step 1
  • Click Check Database. If the connection is successful, you will be passed to the next step. If it’s not, recheck your credentials and hostname (local host)
  • Recheck if the base URL is correct
  • Enter your Admin username and password to log in
  • Select your time zone (Do not change after you begin using Perfex CRM)
  • Click Install. If the installation is successful, you will see the message “Installation Successful”
  • Delete the installation folder.

Step 3: Activate Modules

After installation setup, you are to activate modules. The default modules are not activated automatically after installation. To activate any of them, navigate to Setup –> Modules to perform activation.

Reference: How to Install Perfex CRM

📂DOWNLOAD PERFEX CRM

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