Empowering Dining With Seamless, Contactless Ordering
Our QR-code based contactless ordering system enhances dining by allowing guests to view the menu, place orders, and pay directly from their smartphones. This streamlined process reduces wait times, minimizes physical contact, and boosts efficiency, providing a modern and safe dining experience.
SMS Message
Send and receive SMS messages.
Email Template
Create and use email templates.
Team Member
Manage team members.
Application Settings
Configure application settings.
Form Builder
Create and customize forms.
Lead Template
Create and use lead templates.
Install Integration
Install and manage integrations.
Reports
Generate and view reports.
Leads Management
Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals, attach files. Organize your leads in stages and change stages easily with drag and drop.
Web To Lead Forms
Perfex CRM Web to Lead feature allows you to build a web form based on leads fields and custom fields to place it on your website, landing page, etc, as an iframe. The visitors can then then enter their names, email addresses, upload attachments and other basic information, to create a lead directly in the CRM.
Support System
Great support system that helps you track and resolve issues quickly with ability to auto open ticket from email, insert knowledge base link, add predefined replies.
Calendar
- Have clear view of all your company events upcoming invoice payments, contracts expirations, estimates expiration, tasks finish date, reminders.
Estimates
Create estimates within minutes. Send to your customers and wait for them to accept. Ability to auto convert the estimate to invoice after the customer accepts. Your customers can view and make actions on the estimate even without logging in.
Proposals
Create good looking proposals and impress your potential clients or customers. Include images, tables, items, youtube videos, with the powerful editor. Proposal comments allowed for negotiation.
Expenses
- Creating recurring expenses. Set up a recurring expense and the expense will automatically be created after the specified period. The period time could be days, weeks, months, or years. Ability to set expenses billable to customers or specific projects.
Payments
Record and receive payments in different currencies. Auto generated PDF sent to customer. Ability to add partial payments to invoices is available.
Knowledge Base
The software includes a Knowledge Base feature that allows users to create articles and organize them into groups. The goal of this feature is to help customers and build trust.
Contracts
There’s a Contracts feature designed to help users lock in current and future sales. It enables the creation of contract PDFs and allows them to be sent directly to the customer’s email.
Custom Fields
The platform supports Custom Fields, which can be added to PDFs for invoices, payments, estimates, or proposals. These fields can be configured to fit specific business needs and can be displayed in a customer portal or table.
Tasks
Users can assign Tasks to multiple staff members, add followers, and attach files. This feature supports file uploads and allows staff to comment on tasks.
Reports
The software can generate Reports to provide a clear view of business data. It helps track income versus expenses and lead conversions. A specific report for the knowledge base is also included.
Goals Tracking
A Goals Tracking feature is available to help users keep sales goals in mind. It has the ability to notify staff members about the success or failure of reaching a goal.
Personal To-Do List
Each staff member has their own personal to-do list to boost productivity. Tasks can be managed easily with a simple drag-and-drop feature to change their status.
Customers Area
The platform provides a dedicated Customers Area that is completely separate from the admin section. Each customer gets their own portal where they can track all their financial data from your company.