Solutions

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

FEATURES AND BENEFITS
Try out the amazing features of Perfex CRM that will 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 issue invoices to clients. Ability to assign multiple employees to a task and track time logged by assigned project member.

CREATING AN INVOICE WITH ONE CLICK
Create professional and great looking invoices. Attach files and send directly to your customers, including PDF invoices. Invoice with different tax per item. Create recurring invoices that will automatically re-generate based on your recurring invoice setup (every X months). You can set the recurring from 1 month to 12 months.

CREATE ESTIMATES
Create an estimate in a minute. Sent to your clients and wait for their acceptance. Option to automatically convert the estimate to an invoice when the client accepts it. You, the client, can view and take action on the estimate even when you are offline.

CREATE WELL-WRITTEN OFFERS
Create beautiful looking proposals and impress your potential clients or customers. Add images, tables, YouTube videos using the powerful editor. Proposal comments allowed for further discussion with the client.

LEADS THE MANAGEMENT
With a simple Kan Ban, you can track leads and easily track their progress. Attach files, convert leads to customers, automatically import leads from email, create quotes, leave notes.

RECORDING COSTS
Record company 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
Record and receive payments in multiple currencies. Customers can pay you via Paypal and Stripe. Automatically generate a PDF after each recorded payment.

AWESOME SUPPORT SYSTEM
A great support ticket system with auto-reply. Personal notes for ticket workers, ticket assignments, attachments, pre-defined ticket responses, insert knowledge base link, ticket priorities, ticket statuses.

CUSTOMER AND STAFF KNOWLEDGE BASE
Add knowledge base articles from the text editor. "Was this article helpful to you?" voice added to the customer area.

STAFF TASKS ASSIGNED
Assign a task to multiple employees, add task watchers, task comments, and task attachments are allowed.

MANAGE CONTRACTS
Use the contracts feature to capture current and feature sales. Create PDF documents in a minute and send them to your customers using the integrated contract sending feature. Ability to send reminders to customers before contracts expire.

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

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

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

GOAL TRACKING
Set goals and track achievements. Notify employees of failures or achievements. Track everything.

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

SIMPLE REPORTS FOR A QUICK OVERVIEW
Reports Reports Sales reports Total report revenue Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track whether your article is useful to customers, improve text based on votes)

RESEARCH REPORTS
Create powerful survey reports