Perfex – Powerful Open Source CRM

Description

Perfex CRM PHP Scripts Features

• 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.

How to Install WordPress Themes

• 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.

How to install WordPress Themes using FTP

• 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.

How to install WordPress Plugin Manually

• From your WordPress dashboard, choose Plugins > Add New.
• Click Choose File, locate the plugin .zip file, then click Install Now.
• After the installation is complete, click Activate Plugin.

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, you’ll need to connect to your WordPress website’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.