How to create an estimate in PERFEX | Perfex CRM | Small Business Quotes

Опубликовано: 17 Февраль 2025
на канале: Success by Design

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Hello, Small Business Owners! Today, we're diving into another powerful feature of Perfex CRM—the Estimates section. Whether you're a coach, consultant, cleaning company, plumber, lawyer, or accountant, this tutorial is designed for you.

Let's explore how Perfex simplifies the estimation process, making it a breeze for your service-based business.
Estimates can only be sent to customers
Estimates have statuses and email reminders in place
Estimates can be viewed in the Estimates section or in the Customer Section
Estimates are available to customers in the Client Portal as well

#perfexcrm #smallbusienss #estimates

Businesses that use the RIGHT CRM, can increase Revenue by 12.6% year-on-year and at the same time it helps to keep operating costs down.

🔥We specialize in providing the PERFEX CRM to Businesses worldwide. We offer technical support, software development for PERFEX CRM ONLY and customized business training with PERFEX CRM.

Book a PERFEX demo now:
🗓️ https://calendly.com/terrill-successb...
📩 [email protected]

For more information
Visit our website: https://successbydesign.co.za/perfex-...

Thanks for watching, and if you have any questions or would like to learn more about PERFEX