Perfex Crm Help :: motherless.tel
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Perfex CRM is Customer Relationship Management software that is a great fit for any company, freelancer or many other uses. Perfex CRM is self hosted customer relationship management software that helps you to manage customers, projects, create invoices, estimates and much more. Please login or register Email Address. Password. With Perfex CRM you can achieve this very easy by navigating to Setup->Settings->PDF and set Swap Company/Customer Details to YES Save the settings. Now on all PDF documents your company details will be shown on the right side of the PDF document and your customer details will be on the left.

Starting from version 1.9.8 Perfex CRM will support sending SMS via SMS providers for limited actions. To configure SMS navigate to Setup->Settings->SMS and chose the SMS gateway you want to activate, fill the config credentials and make sure that you actually activated this provider. Perfex CRM subscriptions feature offers you a quick way to achieve this via your favourite CRM. From version 2.0.0 in Perfex CRM, there is a new major feature added that will help you to bill your customers in a more faster way based on subscription billing.

This support page will give you more information on the level of support offered for Perfex - Powerful Open Source CRM that you can purchase from CodeCanyon. Starting from version 1.9.8 Perfex CRM will support sending SMS via SMS providers for limited actions. To configure SMS navigate to Setup->Settings->SMS and chose the SMS gateway you want to activate, fill the config credentials and make sure that you actually activated this provider. The S. When you first purchase Perfex CRM the PDF font freesans will be used. This font is default because of support UTF-8. PDF files may be larger using this font if your company does not need UTF-8 support and your customers are not using any special characters in their data or in the language you are using you can change to font to Eq.

Perfex CRM is complete 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. Perfex CRM by default shows tax per item, there is option to turn this off and all the taxes will be calculated on the bottom of the invoice/estimate. Note that when you add your invoice/estimate items you will still need to add the item taxes to get the desired calculations.

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