Customer Relationships Management System - CRM
A Smart CRM to Manage Leads, Clients & Operations in One Place
PERFEX CRM is a flexible and powerful business management system built to help Saudi organizations control their sales pipeline, client communication, projects, invoicing, and support — all from a single, easy-to-use platform. It is ideal for service-based companies that need structure, visibility, and automation without complexity.
Overview
PERFEX CRM connects your sales, operations, and finance workflows into one centralized system. From capturing leads to managing ongoing client projects and generating invoices, it ensures that every interaction, task, and transaction is tracked and organized — helping teams work faster and smarter.
Key Capabilities
Lead & opportunity tracking
Capture, qualify, and monitor leads through customizable pipelines.
Customer profiles & contact history
Maintain complete client records with communication and activity logs.
Proposals & quotation management
Create and manage professional proposals and quotations with ease.
Project & task structure
Plan, assign, and track project tasks linked directly to clients.
Ticketing & support workflows
Handle customer issues efficiently through an organized support system.
System integrations
Seamless integration with Odoo, QPunch, and AI Data Assistant for extended functionality.
Key Features
Project Management
Plan and manage client projects with task assignments, deadlines, and progress tracking — all connected to customer records.
One-Click Invoice Creation
Generate professional invoices instantly from estimates, proposals, or project data.
Estimates & Proposals
Create visually appealing estimates and proposals that improve approval rates and sales conversions.
Lead Management
Track leads from first contact to conversion with clear pipelines and follow-up reminders.
Expense & Payment Records
Record expenses, track payments, and maintain financial clarity at all times.
Built-In Support System
Manage customer tickets with priorities, statuses, and team assignments for better service delivery.
Staff Tasks & Productivity
Assign internal tasks, monitor workloads, and improve team accountability.
Contract Management
Create, store, and manage client contracts with renewal and expiration tracking.
Goals & Performance Tracking
Set sales and operational goals and monitor progress through dashboards.
Surveys & Feedback
Send surveys to leads and customers and analyze feedback through reports.
Detailed Calendar
Stay organized with a centralized calendar for tasks, meetings, follow-ups, and deadlines.
Take Control of Your
Customer Relationships
“The process was smooth, and the project was organized, so I never felt overwhelmed.”
Emily Watson
Co – Founder
