What Is Perfex CRM?

Perfex CRM is a comprehensive, open-source CRM software solution built with PHP and CodeIgniter. It helps businesses efficiently manage their customer relationships, sales pipeline, projects, tasks, support tickets, and finances—all under one intuitive platform.

Ideal for freelancers, small agencies, and businesses, Perfex CRM improves productivity and client communication while offering full control over your data and features thanks to its open-source nature.

Why Choose Perfex CRM?

✔ Customer Management – Store client details, manage contacts, track interactions, and assign custom fields.
✔ Project Management – Create and manage projects with milestones, tasks, deadlines, and team assignments.
✔ Invoice & Estimate Tools – Generate invoices, recurring billing, and quotations with professional templates.
✔ Time Tracking – Built-in tools to track billable hours per task or project.
✔ Ticketing System – Handle customer support via a structured help desk module.
✔ Leads Management – Track, assign, and convert leads into clients.
✔ Custom Fields & Roles – Create user roles and custom fields to fit your unique business process.
✔ Reports & Analytics – Get insights into finances, sales, project status, and team performance.
✔ Self-Hosted & Open Source – 100% control over your data, code, and customization.
✔ GPL-Licensed – No licensing restrictions; modify, install, and scale freely across projects.

Perfect For:

• Freelancers and consultants managing multiple clients and projects

• Agencies and small businesses needing an all-in-one management system

• Businesses seeking full data ownership and source code flexibility

• Teams requiring custom workflows and integrations

How It Works:

✅ Download and install on your web hosting server
✅ Configure settings, users, and modules from the admin dashboard
✅ Add clients, projects, invoices, support tickets, and tasks
✅ Monitor everything via real-time reports and dashboards

Perfex CRM is one of the most robust, affordable, and customizable CRMs available for businesses who prefer a self-hosted solution over SaaS tools like HubSpot or Salesforce. It gives you the power to manage your operations your way—with no monthly fees or usage limits.