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Perfex – Powerful Open Source CRM

Indian rupee (₹) - INR

Original price was: ₹1,699.00.Current price is: ₹299.00.

Description

Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
Keep track of leads in one place and easily follow their progress.
Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
Great looking calendar for each staff member based on staff permissions.
Follow ups, reports, notes, files and many more features.
Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
Receive payments from Paypal and Stripe in different currencies.
Create good looking proposals for leads or customers and increase sales.
Add task followers even if the staff is not project member.
Powerful support system with ability to auto import tickets.
Custom fields can store extra information for customers, leads and more.
Style the CRM to your company branding with the powerful theme styling feature.
Tons of configurable options.
Use the Goals Tracking feature to keep sales goals in mind.
Know more about your customers with powerful CRM.
Increase customer retention via built-in Surveys.
Build professional, great looking estimates and invoices.
Use Contracts feature to lock in current and future sales.
Create announcements for your staff members and customers.
Manage and invoice projects with the powerful Project Management Feature.
Link tasks to many Perfex CRM features and stay organized.

Begin by downloading the theme.zip file from the source onto your local computer.
From your WordPress Administration area, head to Appearance > Themes and click Add New
The Add New theme screen has a new option, Upload Theme
The theme upload form is now open, click Choose File, select the theme zip file on your computer and click Install Now.

Launch Filezilla, enter your login details and click Quickconnect.
The following window contains Remote Site and a root directory (the root directory is your site’s name). Select /rootdirectory/web/content/wp-content/themes.
In the Local Site window, select the folder containing your saved theme, right click for more options and hit Upload.
You’ve now successfully uploaded your theme to WordPress. To finalize, log in to your control panel, head to Appearance > Themes and hover your mouse over the new theme. Now click Activate.
All that’s left is to check out your new theme and see how you like your new site design.

To add a plugin to your WordPress website via FTP

Download the desired plugin as a .zip file from either the WordPress directory or a third-party source.
Extract (or unzip) the plugin file. The unzipped folder will appear with the same name as the .zip file.
Next, youÃ¢â‚¬â„¢ll need to connect to your WordPress websiteÃ¢â‚¬â„¢s server with FTP. To do this, you can use an FTP client that connects to the host server to transfer files.
Once you open the FTP client, connect to your website with a username and password. You might need to obtain these credentials from your hosting provider.
In your WordPress file directory, open the wp-content folder, then open the plugins folder.
Upload the unzipped plugin folder that you downloaded to the plugins folder.
Return to your WordPress dashboard and select Plugins > Installed Plugins. Find your new plugin and click Activate.

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