Perfex - Purchased- Will try and keep updated

[badladett]

Ive started this thread for all things perfex. Ill add modules as I get them, will also keep them updated. Hope you enjoy. Please note, I DO NOT Offer any support what so ever, if you stuck and need help, then by the script and support the author

Perfex - Powerful Open Source CRM

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.

Managing customers is important and Perfex CRM helps in several ways:

Manage and invoice projects with the powerful Project Management Feature.
Link tasks to many Perfex CRM features and stay organized.
Build professional, great looking estimates and invoices.
Powerful support system with ability to auto import tickets.
Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project.
Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop.
Create good looking proposals for leads or customers and increase sales.
Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
Know more about your customers with powerful CRM.
Increase customer retention via built-in Surveys.
Use the Goals Tracking feature to keep sales goals in mind.
Create announcements for your staff members and customers.
Use Contracts feature to lock in current and future sales.
Custom fields can store extra information for customers, leads and more.
Receive payments from Paypal and Stripe in different currencies.
Tons of configurable options.
Style the CRM to your company branding with the powerful theme styling feature.
Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
Great looking calendar for each staff member based on staff permissions.
Follow ups, reports, notes, files and many more features.

DEMO - LINK

Download - https://mega.nz/folder/LKRBUQ6T#aQupe6EofnM8gNisMH-AlA

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Spreadsheet Online for Perfex CRM

Spreadsheet Online Module is a powerful spreadsheet editor that lets you do pretty much everything you can do with contemporary spreadsheet software like Excel. This module helps you reach your goals and lead you to make better decisions. There’s nearly nothing you can’t track and manage using this module.

A. Spreadsheet Editor – Save and manage your precious data with spreadsheets.
Edit spreadsheets online: Nothing beats the simplicity of entering data into a table. With this in mind this module provides an online spreadsheet editor which allow users to insert their data into their documents without hassle. You can even apply formulas and calculations to the data just like regular spreadsheets. This module also support drop down list which allows you to display a number of valid options for a specific topic. It’s important to keep your users engaged with your content. This can be accomplished by changing styles and customizing the appearance of your documents to make it more attractive for the users to view.
B. Organize Your Documents – Stay organized and maximize productivity.
Align your work with your teammates: Easy retrieval when you need to search for a specific documents. Too many documents at once? Don’t worry organize them by projects. If certain documents were misplaced in a project simply move them directly from one project to another. When you create a documents and add a tag to it, it will be automatically categorized under that specific tag. This will save you time and effort on categorizing each documents after creation.
C. Sharing – Share your work and consolidate with others.
Align Work with Your Teammates: When the work is ready it’s time to share it with the world. This module supports webpage embed code and you can also export or import data records from MS Excel.
D. Team Collaboration – Teamwork is a key factor when it comes to success.
Safely Stored on Cloud Repository: This module makes it easy to gain access to your documents through the team. Team members can edit the documents remotely and save them directly to Cloud Repository. This module gives your team members the ability to access important documents anywhere, at anytime. Unlimited projects and users can provide a more efficient arrangement for the team. This allows the team to run at its full capacity and fulfill its full potentials.

Demo -LINK
Download - Link

[khokan]

Thank you for this share. Rep added.

[broskie58]

Just what the doctored my friend... Much appreciated... Reps added... Cheers!

[ilikeseggs]

Great little CRM. Thanks for the updated share badladett.

[badladett]

Perfex CRM Spreadsheet Online

UPDATE: Version 1.0.4 / 2020-12-25
Add web notification and email notification when sharing spreadsheet
Add configuration feature that allows to enable/disable notification
Add email templates when sending email notifications
Added Share and Relate feature in spreadsheet details

I DO NOT Offer any support what so ever, if you stuck and need help, then by the script and support the author

Download here

[badladett]

UPDATE: Version 1.0.5 / 2020-12-26
Fix minor bugs
Optimize some features of the Editor

I DO NOT Offer any support what so ever, if you stuck and need help, then by the script and support the author

Download here

[snoozle]

Thanks !!

Do you have any another module besides spreadsheet ? I'm looking for Timesheet and Leaves Module
But anyway, Thank you so much.