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PerfexERP

Perfex ERP is a robust, open-source customer relationship management system designed to streamline business operations. With a suite of powerful modules, it offers comprehensive solutions for sales, project management, customer support, and more, making it ideal for businesses seeking an all-in-one platform.

Experience the full functionality—no signup required.

Jump right in and explore all the features our platform has to offer. Whether you're evaluating for your team or just curious, the demo environment is fully unlocked so you can see how everything works in real-time. Test workflows, navigate dashboards, and see the value for yourself—no commitments, no barriers.

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Comprehensive Business Management with Perfex ERP

Perfex ERP is a feature-rich, open-source customer relationship management system tailored for businesses aiming to enhance efficiency and client engagement. It encompasses a wide array of modules, including sales automation, project management, invoicing, support ticketing, and human resources management. The platform's modular architecture allows for seamless integration of additional functionalities such as e-commerce, marketing automation, and communication tools like live chat and email campaigns. With its user-friendly interface and customizable features, Perfex ERP empowers businesses to centralize operations, improve customer interactions, and drive growth.

Making everybody
feel valued at work

Launch your campaign and benefit from our expertise on designing and managing conversion centered Tailwind CSS v3.x html page.

4.90
950 Ratings
Trusted by over 50000 members
4.90
950 Ratings
Trusted by over 50000 members

Making everybody
feel valued at work

Launch your campaign and benefit from our expertise on designing and managing conversion centered Tailwind CSS v3.x html page.

4 Simple Steps to Get Started

Whether you choose to host it yourself or let us manage everything, getting started with our powerful software solutions is effortless.

1
Choose Your Package

Select between the Self-Hosted License for full control or the Managed Cloud Hosting for hands-off convenience.

2
Book a Free Consultation

We’ll discuss your business needs, help you choose the best product(s), and guide you on deployment strategy.

3
Installation & Setup

For the Self-Hosted option, we’ll deploy the product to your server and ensure it's running smoothly. For Managed Hosting, we take care of everything—deployment, domain setup, security, and more.

4
Launch & Grow

Once setup is complete, we’ll provide training, user guides, and ongoing support (for managed clients), so you can focus on scaling your business.

Self-Hosted (One-time Fee)
KES 48,000 /install
  • One-Time Installation
  • Hosted On Your Server
  • Source Code Ownership (Single License)
  • Ongoing Maintenance
  • Cloud Backups & Updates
  • 24/7 Support
Managed Cloud Hosting (Monthly Plan)
KES 3,200 /month
  • Cloud Hosting Included
  • Continuous Maintenance & Updates
  • Daily Backups & SSL
  • Full Access & Branding
  • 24/7 Priority Support
  • Source Code Ownership
  • Custom Domain

Ready to Start?
Let’s Get You Set Up!

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Key Features

Perfex ERP is a versatile, self-hosted customer relationship management solution designed for small to medium-sized businesses. It offers a wide range of features to streamline business operations.

Project Management

Manage and invoice projects with powerful tools, track expenses and time spent on tasks, and assign multiple staff members to tasks.

One-Click Invoice Creation

Build professional invoices, attach files, and send directly to clients. Supports recurring invoices and different tax rates per item.

Estimates & Proposals

Create estimates and proposals with rich content, including images and videos. Convert estimates to invoices upon client acceptance.

Leads Management

Track leads using a Kanban board, attach files, convert leads to customers, and auto-import leads from emails.

Expenses & Payments

Record company expenses, set up recurring expenses, and receive payments in different currencies via PayPal and Stripe.

Support System

Robust ticketing system with auto-responses, private notes, attachments, predefined replies, and knowledge base integration.

Knowledge Base

SCreate articles for customers and staff, with voting to assess usefulness.

Task Management

Assign tasks to multiple employees, add followers, comments, and attachments.

Contract Management

Create, send, and manage contracts with reminders for expirations.

Surveys

Create and send surveys to leads, customers, and staff, with detailed reporting.

Calendar

View company events, invoice due dates, contract expirations, and task deadlines.

Company Newsfeed

Share company events and documents for easy communication.

Goals Tracking

Set up goals, track achievements, and notify staff about progress.

Custom Fields

Add custom fields to invoices, estimates, and other features.

Reports

Generate reports on sales, income, leads conversions, and knowledge base articles.

Customer Mobile App Features

Perfex ERP offers mobile applications for both customers and admin/staff, extending the functionality of Perfex ERP to mobile devices.

Dashboard

Access a concise dashboard to manage accounts, view open tickets, project statuses, and invoices.

Ticket Management

Submit and manage support tickets directly through the app.

Invoice Management

View, download, and pay invoices, and check payment history.

Project Updates

Stay updated on project milestones and timelines.

Real-Time Notifications

Receive push notifications for updates, messages, or tasks.

Profile Management

Manage personal information and customize notification settings.

Multi-Language Support

Access the app in multiple languages for broader accessibility.

Seamless Integration

Integrates smoothly with Perfex ERP for centralized data management.

Admin/Staff Mobile App Features

The Student/Parent App provides students and parents with real-time access to academic information, fostering transparency and engagement in the educational process.

Dashboard

View key metrics and manage CRM functionalities on-the-go.

Invoice Management

Create, send, and track invoices directly from the app.

Ticket Management

Handle customer queries and support tickets efficiently.

Project Management

Create, assign, and track tasks, set deadlines, and monitor project progress.

Lead Management

Manage leads, track their status, and nurture them into customers.

Customizable Dashboards

Tailor the dashboard to display preferred metrics and insights.

Mobile Accessibility

Access CRM data securely anytime, anywhere.

24/7 Support

FortyHives offers continuous assistance and support to clients, ensuring immediate help and reliable guidance whenever needed.

Regular Updates and Maintenance

We provide timely updates and ongoing maintenance to keep the web application secure, bug-free, and up-to-date with the latest technologies and trends.

Installed Perfex ERP Modules

Perfex ERP is a versatile platform, and by integrating specific modules, Kenyan businesses can tailor it to meet local operational requirements. The following modules enhance functionalities in areas like financial management, human resources, communication, and asset management, ensuring a comprehensive solution for diverse business needs.

Mpesa Payment Gateway

Integrate Mpesa, Kenya's leading mobile money service, into Perfex ERP to facilitate seamless invoice payments and boost business transactions.

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Pesapal Payment Gateway

Enable clients to pay invoices directly through Pesapal, supporting multiple currencies and enhancing payment flexibility.

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Wallet Module

Manage client wallets within Perfex ERP, allowing for automated invoice payments, transaction logging, and enhanced financial stability.

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Human Resources Management

Streamline HR processes including employee records, attendance tracking, leave management, and payroll.

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Assets Management

Organize and monitor company assets by categorizing them based on groups, locations, or units, and assign them to staff members.

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Mailbox – Webmail Client

TIntegrate a webmail client within Perfex ERP to send, receive, and manage emails directly from the dashboard.

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Account Planning

Develop strategic plans for key accounts by capturing and analyzing critical client information to expand and nurture customer relationships.

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Custom SMS & Email Notifications

Enhance communication by sending personalized SMS and email notifications to clients directly from Perfex ERP.

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QuickBooks Integration

Synchronize invoices, payments, and expenses between Perfex ERP and QuickBooks, simplifying financial management.

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Staff Outsourcing & Resources Booking

Manage outsourced staff and resource bookings efficiently within Perfex ERP, ideal for businesses relying on external contractors.

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Appointly – Appointment Scheduling

Schedule appointments within Perfex ERP and from external forms on multiple websites, managing appointments with ease.

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Perfex ERP Chat

Facilitate real-time communication and collaboration between staff and clients using the Pusher API for seamless interactions.

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Perfex Shop – E-commerce Module

Sell products and services with inventory management, enabling clients to add items to their cart and generate invoices upon checkout.

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WhatsApp Cloud API Integration

Connect with customers at scale using WhatsApp Business Platform, integrating Cloud API for messaging under WhatsApp Business Account limits.

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Purchase Management

Manage day-to-day purchases, including raw material procurement and finished goods purchases, essential for manufacturing or trading businesses.

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Purchase Order Module

Create and manage purchase orders, convert estimates to purchase orders, and generate delivery notes and invoices efficiently.

Read More

Explore powerful modules to extend Perfex ERP — tailored features to fit and grow your business.

More Perfex ERP Modules

Got questions? We've got answers!

Whether you're considering the Self-Hosted License or the Managed Cloud Hosting plan, this section is here to help you make an informed decision. From installation to support, we’ve covered the most common concerns so you can move forward with confidence. Ready to streamline your operations and go digital? Let’s get you started on the right path — explore the FAQs below and take the next step toward smarter business management today.

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Get in touch!

Contact us today and experience the difference of working with a dedicated and innovative team. We look forward to partnering with you on your path to success!

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