We're here to help during this challenging time. See our tips for working from home with G Suite, including video meetings.


Manage your business, automate your processes, Leads, Customers, Tasks, Invoices, Payments, Expenses, Contracts, Projects, & more with a CRM that’s YOUR OWN.

[screen_mockup image_id=”30562,30563,30564,30565,30566,30567,30568″ device=”browser-flat-black” horizontal_offset=””][/screen_mockup]
CRM features
[gem_divider margin_top=”70″]
[bsf-info-box icon_type=”custom” icon_img=”id^29105|url^http://localhost/Novateur%20Ng/wp-content/uploads/2017/10/group.png|caption^null|alt^null|title^group|description^null” img_width=”48″ title=”Customer”]

Give Customers their own portal with data relating to their transaction

[/bsf-info-box][gem_divider margin_top=”70″][bsf-info-box icon_type=”custom” icon_img=”id^29107|url^http://localhost/Novateur%20Ng/wp-content/uploads/2017/10/collaboration.png|caption^null|alt^null|title^collaboration|description^null” img_width=”48″ title=”Staff”]Manage all your staff members and access permissions from one place[/bsf-info-box][gem_divider margin_top=”70″][bsf-info-box icon_type=”custom” icon_img=”id^29860|url^http://localhost/Novateur%20Ng/wp-content/uploads/2017/10/contract.png|caption^null|alt^null|title^contract|description^null” img_width=”48″ title=”Invoices”]Generate and Track invoices, with multi-currency &  tax calculations.[/bsf-info-box][gem_divider margin_top=”70″][bsf-info-box icon_type=”custom” icon_img=”id^29864|url^http://localhost/Novateur%20Ng/wp-content/uploads/2017/10/ereader-2.png|caption^null|alt^null|title^ereader-2|description^null” img_width=”48″ title=”Knowledge base”]Documents or articles with K.B links can be added to the company bank. [/bsf-info-box]

[bsf-info-box icon_type=”custom” icon_img=”id^29111|url^http://localhost/Novateur%20Ng/wp-content/uploads/2017/10/announcement.png|caption^null|alt^null|title^announcement|description^null” img_width=”48″ title=” Lead”]Easily Import, Organize, and track leads, & their progress in different stages[/bsf-info-box][gem_divider margin_top=”70″][bsf-info-box icon_type=”custom” icon_img=”id^29110|url^http://localhost/Novateur%20Ng/wp-content/uploads/2017/10/agreement.png|caption^null|alt^null|title^agreement|description^null” img_width=”48″ title=” Contracts”]View Contracts with customers & add reminders for monitoring[/bsf-info-box][gem_divider margin_top=”70″][bsf-info-box icon_type=”custom” icon_img=”id^29863|url^http://localhost/Novateur%20Ng/wp-content/uploads/2017/10/laptop-1.png|caption^null|alt^null|title^laptop-1|description^null” img_width=”48″ title=”Customer admin”]Allow staffs to auto import & resolve tickets via departmental email.[/bsf-info-box][gem_divider margin_top=”70″][bsf-info-box icon_type=”custom” icon_img=”id^29865|url^http://localhost/Novateur%20Ng/wp-content/uploads/2017/10/ereader.png|caption^null|alt^null|title^ereader|description^null” img_width=”48″ title=” Projects”]Manage the entire lifecycle of projects including time spent, expense, staff. [/bsf-info-box]
[bsf-info-box icon_type=”custom” icon_img=”id^28761|url^http://localhost/Novateur%20Ng/wp-content/uploads/2017/11/pay-per-click-1.png|caption^null|alt^null|title^pay-per-click-1|description^null” img_width=”48″ title=”Expense”]Keep track of every expense within your organization[/bsf-info-box][gem_divider margin_top=”70″][bsf-info-box icon_type=”custom” icon_img=”id^29109|url^http://localhost/Novateur%20Ng/wp-content/uploads/2017/10/text-lines-4.png|caption^null|alt^null|title^text-lines-4|description^null” img_width=”48″ title=”Proposal”]Create, track & manage proposals activity notification[/bsf-info-box][gem_divider margin_top=”70″][bsf-info-box icon_type=”custom” icon_img=”id^29859|url^http://localhost/Novateur%20Ng/wp-content/uploads/2017/10/calculation.png|caption^null|alt^null|title^calculation|description^null” img_width=”48″ title=”Estimates & Quotes”]Create estimate & quotes for customers and send directly to their email[/bsf-info-box]
[bsf-info-box icon_type=”custom” icon_img=”id^28968|url^http://localhost/Novateur%20Ng/wp-content/uploads/2017/10/notepad-3.png|caption^null|alt^null|title^notepad-3|description^null” img_width=”48″ title=” Personal to-do list”]Every Staff member can have their own personal todo dashboard[/bsf-info-box][gem_divider margin_top=”70″][bsf-info-box icon_type=”custom” icon_img=”id^29862|url^http://localhost/Novateur%20Ng/wp-content/uploads/2017/10/smartphone-1.png|caption^null|alt^null|title^smartphone-1|description^null” img_width=”48″ title=”Online Payments”]Receive payments from a custom payment gateway in different currencies.[/bsf-info-box][gem_divider margin_top=”70″][bsf-info-box icon_type=”custom” icon_img=”id^29861|url^http://localhost/Novateur%20Ng/wp-content/uploads/2017/10/advertising.png|caption^null|alt^null|title^advertising|description^null” img_width=”48″ title=”Notifications”]Get notifications when quotes or invoices are accepted. [/bsf-info-box]
 Frequently Asked Questions
Here are some frequent questions from businesses like you.

Customer relationship management (CRM) is a term that refers to practices, strategies, and technologies that companies use to analyze customer interactions and data throughout the customer life-cycle, with the goal of improving business relationships with customers, assisting in customer retention, and driving sales growth.

A CRM system is designed to compile information on customers across different channels or points of contact between the customer and the company which could include the company’s, key contacts, website, telephone, industry, or any information deemed valuable for their particular business like customer purchase history, projects, invoices, estimate & quotations, buying preferences and concerns

A CRM software consolidates customer information and documents into a single database so business users can more easily access and manage it. The other main functions of this software include recording various customer interactions, automating various workflow processes such as tasks, calendars, invoices, payment receipts, project updates, and alerts, and giving managers the ability to track performance and productivity based on information logged within the system.

There are many many reasons for a CRM. You might be able to keep up with 10, or 20 or even 50 clients in your head but there comes a point when you just can’t track them all and their associated tasks and events. You need a CRM to keep track of your leads and contacts information regarding your business.

For every business, sales are important. A CRM helps you manage the entire sales lifecycle from proposals to estimates, invoices, contracts, and project management, it helps your business grow larger.

Metrics are critical to your business growth and success. A CRM will give you instant metrics on dozens of aspects of your business, including historical and future predictions – and you don’t have to do anything.

Organizing all your information into one system gives you that big picture. In all, you need a CRM to make your business more efficient and to help your business survive.

Perfect CRM is probably the complete Customer Relationship Management software available today and is a great fit for almost any company. With its clean and modern design, Perfect CRM can help you look more professional to your customers whilst helping improve your business performance at the same time.

We believe your CRM needs to focus on your business administration needs, and more importantly your customers. Perfect CRM provides a powerful client portal with necessary tools to enable your customers to view all interactions with your business. It provides a support system to help you track and resolve issues quickly via its integrated ticketing system and customer reminders.

Assign reminders to yourself, one or many staff members, send email, text, and notifications on activities as they happen. These features and more can take customer satisfaction to the next level.

Perfect CRM has many features designed to fit many applications and will ultimately help you succeed.

Without a CRM system, it’s difficult to focus on the customer. But, companies that invest in CRM are using its value to put the customer at the heart of their business, which is the fastest way to increase sales and profits.

need help? Speak to us