CRM+ERP FOR ANY ACTIVITY

  • ready-to-use CRM+ERP
  • automatic system update
  • work on any device

Unlimited Possibilities

  • Perfectum CRM+ERP REST API available
  • available Perfectum CRM+ERP Webhooks
  • You can integrate with any service

Data security

  • Confirmed by ISO 27001:2013 certificate
  • Perfectum CRM+ERP can be stored either on your server or in the cloud.
  • access control and IP protection module

Award-winning product

  • “Vibir Kraini” Award
  • Ukrainian People’s Prize
  • Ukrainian CRM/ERP system 2023
  • CRM system 2022
  • and more than 15 others

Perfectum CRM Features

Freedom from restrictions

  • Unlimited number of users
  • No unnecessary promises for data and functionality

Complete data security

  • Perfectum CRM is stored on your computer
  • All data is protected
  • No access from outside

The ability to customize everything to suit your needs

  • It is possible to customize the design
  • It is possible to change the style and colors
  • It is possible to redesign the interface

Any integrations

  • Integration into any required service
  • It is possible to add any functionality
  • It is possible to rework the logic of work

Corporate versions of Perfectum CRM+ERP

CRM version of the system for managing sales of services

Peculiarities:

  • Leads
  • Lead scoring
  • Facebook Leads
  • Commercial proposals
  • Sales funnel
  • Agreements
  • Bills and payments
  • Customers at a 360° angle
  • Messengers
  • IP telephony

Boxed license with one-time payment

PROJECT VERSION Project Management System

Peculiarities:

  • Projects
  • Scrum, Agile, and Waterfall management models
  • Tasks
  • Gantt chart
  • Time tracking of all tasks
  • Timers and task limits
  • Resource planning
  • Timekeeping
  • Accounting and analysis of income and expenses on projects

Boxed license with one-time payment

RETAIL VERSION System for managing sales of goods

Peculiarities:

  • Orders
  • Warehouse accounting
  • Procurement and suppliers
  • Delivery services
  • Integration with marketplaces
  • Software RRO
  • Production
  • B2B store
  • POS terminal
  • Integration with 1C

Boxed license with one-time payment

CRM version of the system for managing sales of services

Peculiarities:

  • An ideal solution for a company that sells goods and services, as well as carries out project activities
  • Includes all modules of the CRM version
  • Includes all modules of the PROJECT version
  • Includes all modules of the RETAIL version

Boxed license with one-time payment

Basic functionality

LEADS AND SALES;
BILLING AND ONLINE PAYMENTS
E-MAIL CLIENT
BUSINESS PROCESS DESIGNER
PROJECTS AND TASKS
CLIENT’S PERSONAL ACCOUNT
WORKING TIME ACCOUNTING
CLIENTS AND CONTACTS
SUPPORT SYSTEM
GRACELESS INTEGRATION
GOALS
CHAT BETWEEN EMPLOYEES AND CLIENTS
KNOWLEDGE BASE
COMPANY STRUCTURE
DOCUMENT CIRCULATION
CUSTOMIZE THE APPEARANCE
COMMERCIAL OFFERS INVOICES, EXPENSES
CALENDAR OF ALL PROCESSES
RESULTS AND STATISTICS
EMAIL MAILINGS
COMPOUND
LOG OF ALL OPERATIONS IN THE SYSTEM

Additional functionality

PUSH message
AUTOMATIC BACKUP
Exporting Data to PDF
MOBILE APPLICATION

Any questions left? Let’s discuss!

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