Perfect CRM Features | SaaSlytix Complete Business Management

COMPLETE SOLUTION

Perfect CRM CI3 – All Features Included

Below is the full list of features that Perfect CRM CI3 generally includes. Simple, Powerful, Customizable.

Dashboard & Analytics

Real-time business insights at a glance

Advanced admin dashboard
Real-time business insights
Revenue tracking & forecasting
Sales performance overview
Lead conversion statistics
Task & project completion widgets
Goal achievement tracking

Lead Management

Capture & convert leads efficiently

Capture & manage leads easily
Lead scoring & status tracking
Automated lead assignment
Auto lead conversion to deals
Lead import/export (Excel/CSV)
Lead notes, files, activity logs
Email/SMS/WhatsApp communication

Customer Management

Complete customer relationship management

Complete customer database
Contact & company profile management
Custom fields for clients
Customer segmentation & groups
Client self-service login panel
Customer portal for support
Activity tracking for each customer

Sales Management

Streamline your entire sales process

Quotes/Estimates creation
Proposals management
Convert proposal → invoice with 1 click
Automated follow-ups & reminders
Sales pipeline visualization
Digital PDF sharing & approval
Electronic signature support

Project Management

Organize and track projects efficiently

Create & manage projects
Interactive Kanban board
Milestones tracking
Project billing & invoicing
Collaborate with teams & clients
Task linking inside project
Project discussion, files, notes

Task Management

Organize and prioritize work effectively

Assign tasks to team members
Task priority, deadlines, reminders
Sub-tasks & checklists
File attachments & comments
Task discussion threads
Automatic notifications
Kanban view for tasks

Invoices & Billing

Professional invoicing with GST compliance

Create and send professional invoices
Recurring invoices automation
Automatic payment reminders
Multiple tax formats (GST, VAT)
Payment status tracking
Online payment gateway integrations
Partial payments support

Support / Tickets System

Professional customer support management

Customer support ticketing
Ticket priority, status, SLA
Auto-reply & canned responses
Attachments & conversation history
Staff assignment to tickets
Client portal to check ticket status

MORE FEATURES

Complete Business Management Suite

Everything you need to manage your business operations efficiently

Estimates / Quotations

Create and share estimates
Convert estimate to invoice
Estimate status tracking
Client approval portal

Payments

Track all customer payments
Multiple payment modes
Online payment gateways
Auto email notifications

Expenses Management

Add/manage expenses
Recurring expenses
Assign expenses to projects
Multi-category expenses reports

HRM & Staff Management

Staff roles & permissions
Attendance tracking
Timesheets management
Leave & holiday management

Contract Management

Create/manage contracts
Contract templates library
Attach files & share with clients
Expiry reminders & alerts

Inventory & Products

Add/manage products or services
SKU, pricing, quantity tracking
Product categories & tags
Link products with invoices & quotes

File Manager

Upload & organize files
User/staff file access control
Secure cloud storage
Project & client file attachments

Reports & Analytics

Sales reports & forecasting
Finance & profitability reports
Expenses & budget reports
Leads & conversion reports

Notifications System

Email notifications
WhatsApp notifications
SMS alerts (optional)
In-app notifications

Settings & Customization

Custom fields for all modules
Custom email templates
Role-based access & permissions
Company branding & logo

EXTRA VALUE

Our Additional Modules

Extra selling points that differentiate our CRM from standard Perfect CRM CI3

WhatsApp Automation Module

Auto-send WhatsApp messages
WhatsApp reminders for invoices, payments, leads
WhatsApp templates & quick replies
Attach images, PDFs, documents
Chatbot automation for lead qualification
Campaign scheduling & automation

WhatsApp Marketing Module

Bulk WhatsApp campaigns
Advanced audience segmentation
Click-through tracking & analytics
Delivery & read receipts analytics
Pre-approved templates support
Campaign performance reports

ECommerce Integration Module

Custom WhatsApp Commerce - Sell directly via WhatsApp
WooCommerce Integration - Sync orders, customers & products
Shopify Integration - Connect your Shopify store
Real-time stock synchronization
Auto-generate invoices in CRM
Order status updates from CRM
Product & category sync

CUSTOM SOLUTIONS

Custom Module Development

We develop custom CRM modules based on your specific business requirements

Inventory ERP

Complete inventory management with warehouse tracking

Hospital/Clinic Module

Patient management, appointments, billing & prescriptions

Real Estate Module

Property listing, client management, and deal tracking

School Management

Student records, attendance, fees, and academic tracking

POS Billing System

Point of sale integration with inventory management

Manufacturing Workflow

Production planning, quality control, and supply chain

Finance/Loan Modules

Loan management, EMI tracking, and financial reporting

Custom Dashboards

Tailored analytics and business intelligence dashboards

Any tailor-made business automation you need!

Customer Resource Management

Core Modules

Faster Sales

Custom Integrations

Support