Description

Perfex centralizes the management of clients, sales proposals, invoices, and projects in a web application installed directly on your own PHP server with a MySQL database. This independent structure serves agencies and technical service providers that need to track leads from initial contact through final billing, eliminating recurring fees from third-party platforms and maintaining full control over data, contracts, and ticket-based support.

Key Features of Perfex

  • Client portal
    Allows clients to track invoices and ongoing projects and approve quotes online.
  • Invoice management
    Generates recurring PDF invoices and integrates with multiple payment gateways.
  • Project management
    Organizes tasks in lists or Kanban boards with time tracking.
  • Lead pipeline
    Captures sales opportunities through web forms and organizes each conversion stage.
  • Support system
    Records support tickets with automated responses and assignment to team members.

Benefits of Perfex

  • Hosting autonomy
    Keeps all company data on your own server without relying on SaaS subscriptions.
  • Faster collections
    Reduces late payments with automatic due-date reminders sent directly by email.
  • Unified workflow
    Brings sales, finance, and support together in the same environment to streamline daily operations.
  • Privacy and security
    Ensures complete confidentiality of business information under the exclusive control of your infrastructure.

Who Is Perfex For?

  • Consulting, development, or design service providers who need to organize projects and billing.
  • Digital agencies that manage multiple clients and want to provide a dedicated area for tracking progress.
  • Technical teams that handle ongoing requests and require time tracking and support ticket management.

How to Download Perfex

Perfex is available for download here at Ultrapack. After extracting the files, upload the package to your server under File Manager > public_html and run the web installer to configure the database. The script comes complete and ready for immediate installation.

With an architecture built on PHP and MySQL, Perfex consolidates every stage of client relationship management into a self-hosted platform. The application replaces fragmented systems by integrating sales proposals, digitally signed contracts, tasks, and real-time expense tracking. This foundation enables a clear operational workflow for professionals seeking to improve their corporate customer service while maintaining complete independence over their infrastructure and client data.

Frequently asked questions

Is Perfex – Powerful Open Source CRM GPL?

Yes. Perfex – Powerful Open Source CRM is distributed under the GPL (GNU General Public License). You may legally use, modify and redistribute it on as many sites as you want.

Can I use Perfex – Powerful Open Source CRM on more than one site?

Yes. You can use Perfex – Powerful Open Source CRM on as many sites as you want.

How much does Perfex – Powerful Open Source CRM cost at Ultrapack?

Perfex – Powerful Open Source CRM costs US$2.99 as a single purchase, and it is also included in the subscription plans starting at US$17/mo (Desenvolvedor I).

Does Perfex – Powerful Open Source CRM include updates?

When a new version of Perfex – Powerful Open Source CRM becomes available in the catalog, you can download the file during the access period of your purchase or subscription. To update, follow the installation or import procedure described in the documentation for the item and its platform.

Is Perfex – Powerful Open Source CRM checked before it is made available for download?

Files for Perfex – Powerful Open Source CRM are scanned before publication by UltraHub using ClamAV and YARA rules to detect known threats. This check does not guarantee the absence of risks. Check the item requirements, make a backup, and follow the installation or import instructions for its platform.