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Customer Relationship and Project Management Software.

Smart | Secure | Customer Centric Web Application

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Main FeaturesExplore Perfect CRM & Project Management Features

INVOICES

Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup.

ESTIMATES

Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.

PROJECTS

Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.

PROPOSALS

Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor. Proposals comments allowed for further discussion with the customer.

LEADS

With the simple Kan Ban you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.

EXPENSES

Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.

PAYMENTS

Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe.

TASKS

Assign task to multiple employees, add task followers, task comments allowed, task attachments

SUPPORT SYSTEM

Great support ticket system with auto response. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link.

KNOWLEDGE BASE

Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.

CONTRACTS

Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via buil-in sending contracts feature. Ability to send customer reminders before contracts expiry

SURVEYS

Create surveys and impress your customers. Add your question and improve your company productivity. Ability to send surveys to leads/customers/staff members and manualy created mail lists.

SURVEY REPORTS

Generate powerful survey reports

COMPANY NEWSFEED

Share great company events, upload documents, easy employees communications.

GOALS TRACKING

Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.

CUSTOM FIELDS

Available Custom fields for all features.You can assign custom fields on PDF invoices or estimates. Make it required.

REPORTS

Reports Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track if your article is useful to clients, improve text based on votes)

CALENDAR

Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date

STILL HAVE DOUBTS?

Try the demo to see how Perfect CRM & Project Management can help you succeed.

Use below credentials for demo:

Email: demo@africacloudspace.com

Password: demo1234

TRY DEMO

Pricing tableChoose between cloud and self-hosted package

KES 300 per user per month

Cloud App

Access the application from our secure online cloud servers

  • No installation fee
  • Online access
  • Unlimited support
  • Automatic update
  • Unlimited users
  • SSL secured
  • Automatic backup
  • Unlimited bandwidth
  • Access from any device
  • Customizable at a fee for additional modules
  • Installation charged(optional)
  • Online or Offline access
  • Limited support
  • Manual updates
  • Up to 5 users
  • Security on client
  • Manual backup
  • Installation on your servers
  • Access from any device
  • Customizable at a fee for additional modules
KES 340,000 one time fee

Web app[Corporate]

Install on your local or online server.

  • Free Installation
  • Online or Offline access
  • Limited support
  • Manual updates
  • Unlimited Users
  • SSL Security
  • Automatic backup
  • Installation on your servers
  • Access from any device
  • Customizable at a fee for additional modules

TRY PERFECT CRM

Use below credentials for demo:

Email: demo@africacloudspace.com

Password: demo1234

TRY DEMO

ContactGet in touch with us

Phone: +254 707 890408

Email: info@perfect.co.ke or info@africacloudspace.com

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