Perfex CRM v3.3.0 is a powerful, self-hosted Customer Relationship Management solution designed to help businesses, freelancers, and agencies streamline operations, manage customers efficiently, and boost overall productivity. With a sleek, modern design and an intuitive interface, it not only enhances your professional image but also provides the essential tools needed to grow your business.
This free Perfex CRM offers you complete access to its premium features at no cost, making it perfect for start-ups or well-established businesses that want a powerful CRM without breaking the bank.

Perfex CRM is not merely a contact database—it's an entire business management tool. From managing sales leads to monitoring projects, sending invoices to clients, to offering customer support, the whole shebang is managed in one universal system.

Task and Project Management

Perfex CRM features a robust project management tool, enabling you to create, allocate, and follow projects with ease. You can associate tasks with various features of the CRM, allocate them to various staff members, and follow time spent on each task. This facilitates effortless management of workloads, deadlines, and client updates on project progress.

Lead and Client Tracking

Tracking your leads and customers is crucial to business success. Perfex CRM allows you to store in-depth customer profiles, track leads in custom stages, and monitor interactions over time. You can also auto-import email leads, annotate them, and turn them into paying clients using professional proposals and targeted follow-ups.

Invoicing and Payments

Design beautiful, branded estimates and invoices that carry your company's image. Perfex CRM has integration with several payment gateways such as PayPal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money, and Braintree so that clients can pay you in their chosen currency. You are also able to record company expenses and directly associate them with customer invoices.

Powerful Support System

It is simpler to deliver top-notch customer service with Perfex CRM's included ticketing system. Tickets can be automatically imported from email, and reminders can be sent to yourself or your team so that no request falls through the cracks. This degree of organization enables quick resolution of customer complaints, increasing satisfaction and retention.

Business Insights and Goals

With integrated reports, goal tracking, and analytics, Perfex CRM provides you with insights into your business performance. You can track sales goals, track project progress, and measure customer engagement to make informed decisions.

Customization and Branding

Perfex CRM enables you to completely brand its look to suit your image, from theme appearance to customized fields that hold extra client or lead data. Staff permissions may also be defined to ensure each sees only what they require. A personal media library is additionally provided to store and manage staff files.

Other Highlights:

* Build web-to-lead forms to collect potential customers straight from your site.

* Set reminders for follow-up, key meetings, or payment due dates.
* Maintain knowledge base articles to assist customers and minimize support time.
* Conduct surveys to get feedback and enhance your services.
* Automated database backup for peace of mind.
* Staff calendar built-in to monitor deadlines, events, and meetings.
Why use Perfex CRM Free Version?

This no-cost version of Perfex CRM v3.3.0 provides all the advanced features that you'd find in a top-notch CRM without paying for it. With it, you can control projects, monitor leads, generate invoices, offer customer support, and measure business performance—all within one system. It's simple to install, runs on your own hosting, and accommodates multiple languages and currencies.
By keeping your business operations central in Perfex CRM, you save time, remain organized, and enhance customer relationships. If you're a small business owner, a freelancer working with multiple clients, or a bigger company requiring team collaboration, this CRM is capable enough to be tailored to your process.

If you’ve been looking for a professional CRM solution but don’t want to spend hundreds on licensing, this free download of Perfex CRM v3.3.0 is your opportunity to take your business management to the next level without breaking the bank.

Download now and start managing your customers, projects, and finances in a smarter, more efficient way—with Perfex CRM free version.