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 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.
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.
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.
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.
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)
Create powerful survey reports
A revolutionary, world-first and end-to-end marketing software for Facebook and other social media built with official APIs.
Set up your messaging bot to respond 24/7 with the Video Stream Builder.
Live chat with Facebook/Instagram subscribers
Comment on the answer
Template, hide/delete offending comment, reply by keywords, general reply to Facebook page comments.
Instant/scheduled social media posting.
On this portal you will be able to find professionals in various fields, in different cities. Also book, for example, the working hours of lawyers, notaries, doctors, teachers and other professionals online and conveniently connected to video conferencing via the portal. The service.lt portal works in a similar way, only there it is not possible to book a specialist's working time or connect to a conference call. I have an idea to make the pro.lt website easy to use and that you will not need any additional hardware or other software to connect to the conference call, neither the customer nor the supplier. It will simply work through a PC / tablet / mobile browser.
Now there is a problem that, for example: there is a recent law that notaries can provide their services remotely. But in practice it does not work, primarily because the enotaras.lt page is difficult to understand and notaries do not have the technical capacity to do so. The portal would be secure, real-time video conferencing would be recorded, archived and downloadable. My well-known lawyer says it would be possible to take the entire notary’s office, so it needs to be done more quickly.
Lawyers, doctors, teachers could also be connected. It is nonsense to come to the doctor for a consultation until you book, after a month or a few just take it, go somewhere, wait. And studying at school seems to me to be a real nonsense, even though it can finally be done by artificial intelligence. I work with Google Clouds, I know this is really the near future. It’s sure to be obsolete, plus the coron virus will continue to mutate and it will never end. Now would be the time for such a portal to emerge.
The main problem will be to connect law firms and notaries to the portal. Convincing educational institutions that our portal is definitely a better choice than say Zoom because there is no 40 minute limit. Give to test the functionality of medical institutions. Serious policies will be needed here to become the first and only ones. But I'm not going to charge everyone a significant subscription fee right away, just after, say, a year, if you like the portal, everyone will have to pay a little bit for the extra Premium features.
Entertainment and services
Christmas and New Year
Holidays for doctors
Rest for two
Places to visit
Bathhouses, saunas, swimming pools
The portal will map all the homesteads in the village
You can search by cities, categories, prices, and more
The portal has the option of live streaming
There will continue to be an opportunity to highlight your ads
Also to appear in Google search
These will be additional prices
I will create a Facebook group with posts about recreation, adventures in homesteads
Everyone who is interested in nature will gather there
I will advertise the portal with Facebook Ads and Google Ads
I will create advertising records on delfi.lt and other news portals
And I will sign up for all the thematic portals, forums and so on.
From now on, the portal will be found in the first 5 places of Google search
In addition, a Facebook group will be created, where visitors will find the best offers for homestead owners.
Automatically, when homestead owners post their ads, they will appear on Facebook news