Perfex CRM is a self-hosted customer relationship management software built as an open source PHP script. Whether you run a small business, work as a freelancer, or manage a growing agency, Perfex gives you the tools to organize customer interactions, streamline workflows, and present a more professional image to your clients.
Because Perfex is self-hosted, you maintain full control over your data and infrastructure. There are no monthly SaaS subscription fees locking you into a platform. Install it on your own server and customize it to match your brand and business processes.
Manage projects from start to finish with a powerful project management feature. Link tasks to multiple areas of the CRM so nothing falls through the cracks. Assign multiple team members to a single task and monitor individual timers for each assigned team member. You can also add task followers even if they are not project members, allowing them to track progress without accessing the full project.
Create professional, great-looking quotes and invoices directly inside the CRM. Track company and project expenses, then convert them into invoices for your clients. Accept payments through PayPal and Stripe in different currencies, making it easier to work with international customers.
Track leads in one centralized location and monitor their progress through your sales pipeline. Automatically import leads from email, add notes, and create proposals. Organize leads into stages and move them through the pipeline using the drag-and-drop feature. Create compelling proposals for leads or existing customers to help increase sales.
Perfex includes a powerful support system with automatic ticket import capability. Track and resolve customer issues quickly through the integrated ticketing system. Set reminders for yourself or assign them to one or multiple team members. With one click, reminders can be sent through the email notification system and in-app notifications.
Each team member gets a personalized calendar based on their permissions. A separate media folder allows non-admin members to upload and organize their files within the CRM. Use follow-ups, reports, notes, and files to keep everyone aligned.
Style the CRM to match your company brand using the powerful theme styling feature. Custom fields let you store extra information for customers, leads, and other entities. With tons of configurable options, you can adapt Perfex to your specific workflow.
Use the goal tracking feature to keep sales targets visible. Create ads for employees and customers. Lock in current and future sales with the contracts feature. Learn more about your customers through integrated research to increase customer retention.
Perfex CRM is designed for businesses, freelancers, and agencies that need a flexible and affordable CRM solution. It is especially useful for:
CRMs should focus on customers, and Perfex does exactly that. It combines project management, invoicing, lead tracking, support tickets, and team collaboration into one cohesive platform. The clean interface makes it easy for your team to adopt, while the depth of features ensures it can grow with your business.
With Perfex, you are not just buying a CRM. You are investing in a customizable, self-hosted platform that puts you in control of your customer relationships and business workflows.
No. Perfex CRM is a self-hosted PHP script. You install it on your own server and do not pay monthly SaaS fees.
Yes. Perfex CRM supports PayPal and Stripe payments in multiple currencies.
Yes. The product includes more than 50 modules available as an extra bonus.
Yes. Perfex CRM includes a powerful theme styling feature that allows you to customize the CRM according to your company brand. You can also add custom fields to store extra information.
Yes. Perfex CRM supports multiple team members with role-based permissions. Each team member has their own calendar, media folder, tasks, and notifications.
Perfex CRM is a powerful self-hosted customer relationship management platform built as an open source PHP script. Designed for businesses, freelancers, and agencies, it combines modern design with deep functionality to help you manage customers, projects, invoices, and leads from one centralized dashboard.Full project management with task linking and time trackingProfessional quotes, invoices, and proposalsBuilt-in support ticket system with email importLead and pipeline tracking with drag-and-drop stagesAccept PayPal and Stripe payments in multiple currenciesIncludes 50+ bonus modules
From multipurpose themes to niche templates
