FS-A-17 File Sharing module for perfex CRM

FS-A-17File Sharing module for perfex CRM

Brief description

- Powerful Open Source CRM

CRM helps in several ways:

Considering purchasing CRM

FS-A-17File Sharing module for perfex CRM

Brief description

File Sharing is a convenient online platform for sharing multiple files with clients, partners, and colleagues. Easily send files via email or a shareable URL to collaborate efficiently and effectively.

File Sharing is an online file sharing platform that can be used to share multiple files among clients, partners and colleagues.

The files can be sent by email or an url that can be shared with everyone you would like to.

• Web File Manager
• Sharing To Company
• File Management:
• Sharing To Client
• Sharing To Public
• Sharing Management
• Sharing Policy

 Powerful Open Source CRM

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, CRM can help you look more professional to your customers and help improve business performance at the same time.

Managing customers is important and CRM helps in several ways:

Build professional, great looking estimates and invoices.

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

Powerful support system with ability to auto import tickets.

Increase customer retention via built-in Surveys.

Use Contracts feature to lock in current and future sales.

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

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

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

CONSIDERING PURCHASING CRM

Estimates

Streamline your business with quick and efficient estimates. Create, send, and convert to invoice seamlessly. Stay organized with notes and reminders.

Proposals

 Improve sales with attractive proposals. Get instant notifications on acceptance/decline. Send thank you emails. Overdue notice available.

Auto Backup Database

Protect your essential data with an automated database backup plan. Set it up today to avoid any potential data loss.

Customers

 Enhance customer relations with our user-friendly platform. Manage contacts, create multiple contacts, and set permissions seamlessly.

Invoices

 Allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoice with different tax based on item.

Recurring Invoices

Easily set up recurring invoices to save time on manual invoicing. Automate your invoicing process for ongoing projects or subscriptions.

Recurring Expenses

Simplify Your Finances with Recurring Expenses
Set up automated recurring expenses to save time and ensure bills are paid on time. Stay organized effortlessly.

Sensitive data is encrypted

CRM ensures security by encrypting all sensitive data in the database with a unique encryption key for maximum protection. Server Side Data tables

Server Side Data tables

Discover how CRM optimizes database handling with the use of Server Side Data tables for smoother operations.

Online Payments

Our platform now supports online payments through Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money, and Braintree.

. Projects

 Streamline project management processes, track time spent, manage expenses, and bill clients promptly with our comprehensive software solution.

Tickets

Enhance your customer support with our top-notch ticket system, featuring auto response, private staff notes, attachments, predefined replies, and more. Easily manage ticket priorities and statuses, while auto-importing tickets via Email Forwarder/IMAP. Allow customer interactions directly through email for a seamless experience. Elevate your support services today!

Departments

"Efficiently manage your workforce by assigning staff to specific departments and streamline your ticketing system with auto-import capabilities for department email addresses."

Custom Fields

Custom fields are a versatile tool that can store additional information for customers, leads, tickets, invoices, and more. Enhance your data management capabilities today.

Staff Reminders

Never miss a deadline again with our staff reminder feature. Set up email notifications and keep track of important tasks effortlessly.

Milestones

Setting milestones for projects helps track progress effectively. Spend time wisely based on milestones, and easily move tasks between milestones with Drag and Drop feature.

Leads

Leads are the lifeblood of any company. With CRM, you can easily manage and track all of your potential clients in one place. Never forget a lead again and stay on top of their progress with our user-friendly platform.

Web to Lead Forms

Easily capture potential leads by creating unlimited web to lead forms and seamlessly embedding them on your website. With CRM, you can import leads directly into your system, allowing you to efficiently gather client information and provide quotes at the click of a button. Take your lead generation to the next level today.

Contracts

Streamline your contract management process with CRM. Easily add new contracts tailored to your clients with just a few clicks. Set start and end dates for your contracts and keep all your company agreements organized in one convenient location. Say goodbye to digging through desk documents - create and send PDF contracts directly to your customers with ease.

Company Newsfeed

Stay connected with Company Newsfeed for sharing events, documents, and seamless employee communication.

Staff Tasks "Enhance Team Efficiency with CRM’s Staff Tasks Features: Assign tasks, add followers, comments, attachments, and stay organized."

Theme styling without coding

Customize your CRM theme effortlessly using our powerful styling feature. Make it align with your company branding by adding custom.css with your unique styles.

Events

Create and manage private or public events easily with our event management tool. Receive built-in notifications and email alerts for upcoming events.

Easily re-organize admin menu

Easily re-organize your admin menu in just seconds. No coding required - simply log in to your admin area and customize the main menu and setup menu to fit your needs.

Email Templates

Customize emails with ease using our text editor to set up predefined email templates. Merge fields and multi-language options available for versatile communication.

Staff Roles & Permissions

Staff Roles & Permissions play a crucial role in managing access to sensitive information. Customize permissions for each staff member to ensure data security.

Goals Tracking

Set your sales goals and track your achievements effortlessly using the Goals Tracking feature. Stay focused and motivated towards reaching your targets.

Personal Todo

Improve efficiency with Personal Todo - Customized task management dashboard allows staff members to stay organized and focused on their work.

Staff

Learn how to effectively manage your personal todo list with these helpful tips and strategies.     

Recurring Tasks

Automate Your Workload with Recurring Tasks. Schedule repetitive tasks to save time and increase productivity. Surveys

Reports
Sales
Expenses Report
Reports by customer
Custom date picker
Leads Conversions

Knowledge Base

Enhance your customer support with our Knowledge Base feature! Add articles from the text editor and get valuable user feedback.

Media Library

Each staff member in our Media Library has a designated folder for uploading files, making it easy to organize and access content.