Business Management Solution: CRM & Bookkeeping Plans

Executive Summary

Streamline your operations with our integrated Perfex CRM platform. Our packages are designed to grow with your business, moving from simple lead management to full-scale financial accounting and project oversight.

Package 1: BASIC PLAN

Price: $29 / Month

Capacity: Up to 3 Users

Focus: Sales Organization & Lead Conversion

• Lead Management: Track potential clients from first contact to conversion.

• Customer Management: Centralized database for all client history and files.

• Sales Suite: Create and send professional Quotations and Proposals.

• Billing: Professional Invoicing and automated payment tracking.

• Expense Management: Log and categorize business expenses.

• Contract Management: Secure digital contracts with e-signature capabilities.

• Organization: * Reminders: Never miss a follow-up or a deadline.

  • To-Do Lists: Personal task management for team members.

  • Knowledge Base: Internal library for company policies and SOPs.

• Reporting: Basic sales and expense overview reports.

Package 2: STANDARD PLAN

Price: $39 / Month

Capacity: Up to 5 Users

Focus: Financial Intelligence & Compliance

Includes EVERYTHING in the Basic Plan, plus:

• Full Accounting Module: Complete double-entry bookkeeping system.

• Chart of Accounts: Professional management of Assets, Liabilities, and Equity.

• Banking & Reconciliation: Link bank transactions and reconcile accounts.

• Financial Statements: Generate professional Balance Sheets and Profit & Loss statements.

• Journal Entries: Manual control for complex accounting adjustments.

• Tax Management: Automated tax reporting for easy filing.

Package 3: PREMIUM PLAN

Price: $49 / Month

Capacity: Up to 10 Users Focus: Total Operational Control

Includes EVERYTHING in the Standard Plan, plus:

• Project Management Suite:

  • Project Workspaces: Dedicated areas for complex client projects.

  • Gantt Charts: Visual timelines to track project progress.

  • Milestones: Break projects into phases with specific deadlines.

• Timesheets: Track billable and non-billable hours for every staff member.

• Task Management: Assign, track, and collaborate on specific project tasks.

• Project Finance: View real-time profit/loss specifically for each project.

Comparison Summary