http://crm.e-verslas.lt/admin/
Username: info@-verslas.lt
Password: hallelujah

FEATURES AND BENEFITS
Experience the amazing features of Perfex CRM to help you take your business to the next level.

PROJECT MANAGEMENT TOOL
Manage projects and issue invoices with powerful project management functionality. Track costs and time spent on tasks and bill clients. Ability to assign multiple workers to a task and track the time logged by the assigned project member.

INVOICE CREATION IN ONE CLICK
Create professional and great looking invoices. Attach files and send directly to your customers, including invoice PDFs. Invoice with different tax per item. Create recurring invoices that will automatically regenerate based on your recurring invoice setup (every X months). You can set recurring from 1 month to 12 months.

CREATE ESTIMATES
Create an estimate in a minute. Sent to your customers and wait for them to receive. Ability to automatically convert an estimate to an invoice when the customer accepts it. You, the customer, can view and estimate actions even offline.

CREATE WELL WRITTEN PROPOSALS
Create beautiful looking offers and impress your prospects or customers. Add images, tables, YouTube videos with a powerful editor. The comments on the proposals allowed for further discussion with the client.

LEADS THE MANAGEMENT
With simple Kan Ban, you can track your leads and track their progress easily. Add files, convert leads to clients, automatically import leads from email. mail, create suggestions, leave comments.

COSTS OF RECORDING
Enter the company's expenses. Set recurring expenses and they will be automatically created after the specified period. The period can be days, weeks, months or years. Ability to set expenses paid to clients or projects.

RECORD PAYMENTS
Deposit and receive payments in multiple currencies. Customers can pay you via Paypal and Stripe. A PDF is automatically generated after each recorded payment.

AWESOME SUPPORT SYSTEM
Great support ticket system with auto-reply. Personal ticket staff notes, ticket assignments, attachments, predefined ticket responses, insert knowledge base link, ticket priorities, ticket statuses.

KNOWLEDGE BASE FOR CUSTOMERS AND STAFF MEMBERS
Add knowledge base articles from a text editor. "Was this article helpful to you?" voice is included in the client area.

BUILT STAFF TASKS
Assign a task to multiple workers, add task watchers, allow task comments, task attachments.

MANAGE CONTRACTS
Use the contracts feature to capture current and feature sales. Create PDF documents in a minute and for your clients with the built-in Shipping Contracts feature. Ability to send reminders to customers before contracts expire.

SEND SURVEYS TO PROSPECTS AND CUSTOMERS
Create surveys and impress your customers. Add your question and improve your company's productivity. Ability to send surveys to prospects/customers/employees and manually created mailing lists.

DETAILED CALENDAR
Have a clear view of all company events, invoice expiration dates, contract expirations, estimated expiration dates, task completion dates

COMPANY NEWS FEATURES
Share great company events, upload documents, easily communicate with employees.

GOAL TRACKING
Set goals and track achievements. Communicate failures or achievements to employees. Monitor everything.

CREATE ADDITIONAL CUSTOM FIELDS
Custom fields are available for most important features. You can add custom fields to PDF invoices, estimates, and more.

SIMPLE REPORTS FOR QUICK REVIEW
Reports Reports Sales Item Reports Total Report Revenue Reports by Client Custom Date Picker Leads Conversions Knowledge Base Articles (Track if your article is useful to customers, improve your text based on votes)

RESEARCH REPORTS
Create powerful survey reports