Perfex CRM
- Current version: 3.4.0
- Updated on September 13, 2025
- Publisher: CodeCanyon
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.
- One low price
- Original software by CodeCanyon
- Redistributed under GPL
- 1 year of updates
- Use on unlimited sites
- Fast, clean downloads
$65.00 Original price was: $65.00.$15.00Current price is: $15.00.
- Digital Download delivered immediately at checkout and via email (instant access)
- Files verified TrustedSite Certified Secure
🚀 Serving over 40 orders a day to our loyal client-base and rising
With more than +1.000 authentic, hard-to-find resources along with specialized collections and bundles, we offer web designers and developers the ultimate tools to stand out in an increasingly demanding market. 🔥 Experience ease of mind with a great client experience and unleash your full creative potential without sacrificing your budget – here with Theme Canal, the ultimate platform you can call your home.
Want it all?
Instantly get access to every premium extension, theme and plugin on Theme Canal, including all updates from just $20/month! Reoccurring and non-reoccurring plans available!
Outdated file or add-ons
If you suspect the listed file version 3.4.0 is inaccurate or outdated, kindly avoid submitting a ticket. Instead, click “Request Update ” on this page, and we’ll promptly provide the most recent version. 😊Run Your Business End-to-End with Perfex CRM (Powerful Open Source CRM) 🧠🚀
Self-hosted and seriously capable, Perfex CRM helps companies and freelancers manage clients, projects, billing, and sales from one modern dashboard — boosting professionalism and performance without the bloat.
Key Features:
- 📁 Projects & Tasks: Plan with milestones, Gantt charts, and drag-and-drop tasks. Assign multiple staff, add followers, track progress.
- ⏱️ Time Tracking & Billing: Log time per task/staff and convert billable hours into invoices with a click.
- 💸 Estimates & Invoices: Create branded estimates and invoices with multi-currency and per-item tax options.
- 🔁 Recurring Invoices & Expenses: Automate repeat billing and operational costs on custom schedules.
- 📞 Leads Pipeline: Capture via web-to-lead forms or email import, score and stage with drag-and-drop, convert to deals fast.
- 📝 Proposals & Contracts: Build sleek proposals, generate PDF contracts, and track acceptance for faster closes.
- 🎟️ Ticketing & Reminders: Centralize customer issues, add private notes, set reminders, and keep SLAs on track.
- 💳 Online Payments: Get paid via PayPal, Stripe, Mollie, Authorize.net, 2Checkout, Braintree, PayU Money, and more.
- 🎯 Goals, Reports & Dashboards: Monitor sales/expenses, lead conversions, and performance with real-time insights.
- 🧩 Custom Fields & Roles: Store any extra data you need and control access with granular permissions.
- 🗂️ Media Library per Staff: Separate folders keep uploads tidy and permissions clean.
- 🗓️ Calendars & Events: A personalized, permission-aware calendar for every team member.
- 🗳️ Surveys & Knowledge Base: Gather feedback and publish articles that actually reduce tickets.
- 🎨 Brand Styling: Match the CRM UI to your brand with theme styling and custom CSS.
- 🔐 Security & Reliability: Data encryption for sensitive fields, reCAPTCHA, activity logs, and server-side datatables for scale.
Why Choose Perfex CRM?
- Self-Hosted Control: Own your data, your stack, and your workflows.
- All-in-One Efficiency: From lead to invoice, everything lives in one clean system.
- Scales with You: Flexible for freelancers, powerful for growing teams.
Elevate client management, streamline operations, and get paid faster with Perfex CRM — your complete, self-hosted business command center.
Disclaimer: We are not CodeCanyon or affiliated with them. This product, developed by CodeCanyon and its affiliates, is released under the GPL license.
We offer accessible documentation but no license keys or product support. For automatic updates and author support, consider purchasing from CodeCanyon directly.
This product comes with access to one year of file updates that can be easily managed through your WP Admin Dashboard. To download the updated file, simply access your account area. You have the flexibility to manually install the updates within the provided timeframe, ensuring that your files remain up to date.
If you have any concerns regarding this, please do not hesitate to contact us.
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