Step 1: Select Your Plan
Perfex - Powerful CRM
Perfex CRM is self hosted Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design, Perfex CRM can help you look more professional to your customers and help improve business performance at the same time.
Step 2: Provision & Configure
"Discover the Awesome Features of HelloCRM!"
Step 2: Provision & Configure
Security first: enforced TLS, least‑privilege access, automated updates, offsite backups, and 24×7 monitoring included in every plan.
Step 3: Migrate & Go Live
We migrate your data and validate functionality together.
Data scope: users, email, contacts, key records (per product).
Dry run: a rehearsal migration to confirm mappings and integrity.
Cutover: we schedule a low‑impact window, switch DNS, and verify logins and workflows.
Acceptance testing: run through a concise checklist before we declare go‑live.
Data scope: users, email, contacts, key records (per product).
Dry run: a rehearsal migration to confirm mappings and integrity.
Cutover: we schedule a low‑impact window, switch DNS, and verify logins and workflows.
Acceptance testing: run through a concise checklist before we declare go‑live.
Training & Handover
We deliver admin and key-user training, tailored to your modules. You’ll receive role-based guides, short videos, and a quick-reference admin runbook.
What you get: sandbox access, training recordings, knowledge base links, and recommended best practices.
What you get: sandbox access, training recordings, knowledge base links, and recommended best practices.
Ongoing Support
We stay with you after launch. Monitoring, backups, updates, and security are managed for you. Choose the support/SLA tier that matches your needs.
Included: ticket support, proactive alerts, monthly maintenance.
Escalation: priority paths for incidents, with defined response and resolution targets.
Included: ticket support, proactive alerts, monthly maintenance.
Escalation: priority paths for incidents, with defined response and resolution targets.
There are no reviews yet.
Resources & Next Steps
Ready to move forward? Explore resources or proceed to checkout.
Multilingual roadmap: Malay and Chinese localizations are planned—ask us for early access.
Multilingual roadmap: Malay and Chinese localizations are planned—ask us for early access.
Angella
Online
00:00
Hi there 👋
How can I help you?
How can I help you?