ZyPerfex CRM is a complete, enterprise-grade Customer Relationship Management system that caters to almost any company, freelancer, or agency. Unlike cloud-based CRMs with high monthly costs, ZyPerfex gives you full ownership of your data and infrastructure.

It is specifically designed to streamline your business workflow, from lead generation and project management to professional invoicing and customer support. With its modern UI and highly extensible modular architecture, ZyPerfex is the ultimate tool for businesses looking to scale while maintaining a personal touch with their clients.

Key Features

• Complete Project Management: Track projects with tasks, milestones, timesheets, and collaborative discussion areas.

• Lead & Opportunity Tracking: Manage leads in a sleek Kanban board, track conversions, and import leads directly from web forms.

• Professional Invoicing & Estimates: Create beautiful, automated invoices and estimates with support for multiple tax types and currencies.

• Customer Support Portal: A built-in ticket system that allows you to provide world-class support to your clients directly within the CRM.

• Automated Goal Tracking: Set specific sales and performance goals and track progress with real-time visual reports.

• Contract Management: Create and track professional contracts with digital signature support for faster legal approvals.

• Staff Management & Tasks: Assign tasks to team members, track their time, and manage staff permissions with granular roles.

• Powerful Reporting: Gain deep insights into your business with detailed reports on payments, expenses, and lead sources.

Technical Specifications

• Backend: PHP 8.x / CodeIgniter Framework (Fast, Secure, and Easy to Customize)

• Frontend: Responsive HTML5, CSS3 (Bootstrap), and jQuery.

• Database: MySQL 5.7+ / MariaDB.

• Integrations: Ready-made support for PayPal, Stripe, Mollie, Braintree, and more.

• Architecture: Open Source code with a powerful Hooks API for developers to build custom modules.