Perfex CRM – Powerful Open Source CRM
Introducing Perfex CRM – Powerful Open Source CRM, a self-hosted customer-relationship-management (CRM) system built on the CodeIgniter framework and designed for companies, freelancers and service-providers who need a comprehensive platform for managing clients, projects, invoices, leads and support tickets.
🔧 Key Features
- Leads & Client-Management – Track, manage and convert leads; auto-import from email/web forms.
- Invoices, Estimates & Proposals – Create professional invoices, recurring bills, estimates and convert estimates to invoices.
- Projects & Tasks – Create projects, link tasks, staff assignment, track time and expenses.
- Support Tickets & Knowledge-Base – Built-in ticket system, auto-import emails, knowledge-base articles.
- Custom Fields & Permissions – Define extra data for customers/leads/tasks, and granular staff roles.
- Responsive & Self-Hosted – Run on your own server; fully responsive interface.
📦 Ideal Use Cases
- Small/medium companies wanting one unified CRM to manage leads, projects, billing and support.
- Freelancers or consultants with clients/projects who want to automate their workflow and invoicing.
- Service providers who provide ongoing work and need to track time, milestones, invoices and client communications.
💡 Why Choose Perfex CRM?
Instead of stitching together multiple tools (CRM + invoicing + project management + support tickets), Perfex CRM brings everything into one self-hosted system. With its broad feature set and customization capabilities, it offers great value and flexibility.
⚠️ Things to Check & Best Practices
- Ensure your server meets the technical requirements (PHP version, MySQL, extensions) for best performance.
- Because it’s self-hosted, you’ll need to manage updates, backups, security and hosting infrastructure yourself.
- Use a staging environment to test customizations or modules before applying in production.
- Consider extensions or modules (for SaaS/multi-tenant, chat, etc.) if you need extra workflows beyond the core.
🔗 Useful Links
🎯 Final Thoughts
If you’re looking for a robust, self-hosted CRM solution that covers leads, clients, billing, projects and support under one roof — **Perfex CRM** is a very strong contender. With proper hosting and configuration, you’ll get a professional platform for your business workflows.
👉 Explore the product here:
https://codecanyon.net/item/perfex-powerful-open-source-crm/14013737