Perfectum CRM - developer of CRM, ERP, Retail, Project systems
Perfectum CRM is:
- Business automation
- Increase sales
- Control and systematization of the workflow
- Improving customer service
- Management of the company via mobile phone
Features:
- Available CRM + ERP for any business
- National product with Ukrainian language
- Thinking UI / UX interface
- Work on some outbuildings
Choose the perfect solution for yourself
Cloud solution
Complete freedom from restrictions
Box solution
Any changes to the system and integration
System capabilities
Freedom from restrictions
- Unlimited number of users
- There are no unnecessary restrictions on data and functionality
Ability to do everything “for yourself”
- It is possible to customize the design
- It is possible to change the style and colors
- It is possible to redesign the interface
Complete data security
- Perfectum CRM is stored with you
- All data is protected
- No external access
Any integration
- Integration into any necessary service
- It is possible to add any functionality
- It is possible to rework the logic of work
The main functionality
1. Leads and sales
Allows you to maintain a database of leads companies list and Kanban with the ability to integrate on the site.
2. Billing and online payments
Introduction of accounting for customer payments, invoicing, payment control, payment through online services.
3. E-mail client
Module for working with e-mail inside Perfectum CRM + ERP. sending and receiving letters
4. Business Process Designer
Adds the ability to design and run the required business process using the capabilities of Perfectum CRM + ERP
5. Personal account of the client
Providing a personal account for the company’s clients with the opportunity to take an active part in projects, tasks, tickets, documents, payments and much more.
6. Projects and tasks
Conducting projects and tasks broken down into stages
7. Accounting for working time
Allows you to track time spent on tasks of all employees and make payroll by hour
8. Customers and contacts
Maintaining a customer base, as well as all financial, postal and contact details of the company
9. Boundless integration
Thanks to a powerful platform and a boxed solution, Perfectum CRM + ERP allows you to write any modules for interaction and adaptation to
10. Support system
Allows to implement support service for the company’s customers with differentiation by departments and with the possibility of integration into the company’s website
11. Goals
Setting different goals for the sales department for the required period (execution of X-agreements, Y-income, etc.)
12. Chat between employees and customers
Personal and group correspondence of employees, department with the ability to share files
13. The structure of the company
Building departments, keeping a section of all employees with cards, roles and all working data.
14. Knowledge base
Building a catalog of articles, instructions for company employees
15. Document flow
Maintaining an archive of all company documents with the ability to link to each client.
16. Appearance settings
Ability to customize the appearance of all sections of Perfectum CRM + ERP menus, buttons, font, etc.
17. Calendar of all processes
Powerful company calendar, with the ability to filter any process
18. Commercial offers, invoices, expenses
Huge section for sales with automatic invoicing, commercial offers, payment control, etc.
19. Results and statistics
The section allows you to collect statistics of the company, each department, employee.
20. Email distribution
Ability to create and send templates to the customer base and to individual groups.
21. Log of all operations in the system
The log of operations (log file) is designed to record the history of all operations performed in the system
22. Composition
Section for screening and product management.
Additional functionality
- Push notifications
- Automatic backup
- Ukrainian interface
- Export data to PDF
- Mobile application
Integration with other popular services
