Admin Demo
Explore sales, inventory, projects and team management.
Hover to prepare the login screen. After autofill, press the login button. MORE THAN A CRM. YOUR CONNECTED ERP.
More than a CRM.
Your AI-powered ERP.
Connect sales, finance, inventory and people in one AI-powered CRM & ERP platform. See your whole business. Move forward together.
✓ 14-day free trial✓ Cloud, web & mobile
THE CONNECTED BUSINESS PLATFORM
REAL PRODUCT SCREEN · PERFECTOCRM
PerfectoCRM / Overview◉
YOUR WORKSPACE, CONNECTED
PGood morning. Let's grow.
Customers · Teams · Projects · FinanceOne workspace ↗
Meet Anna, your AI assistantLess searching. More doing.
Sales meets operationsEvery channel. One connected view.
DESIGNED FOR THE WAY YOU DO BUSINESS
Sales teams
Retail & e-commerce
Wholesale & distribution
Professional services
BUSINESSES IN OUR COMMUNITY
Some of our happy customers.
Different businesses. A shared ambition to work smarter.
Hover left or right to guide the carousel.
Connect the tools you already work with.
LIVE DEMOCRM + ERPTwo perspectives. One connected platform.
SEE YOUR NEXT WORKSPACE IN ACTION
Experience PerfectoCRM. Live.
Explore the workflows that fit your business. Submit the short contact form to reveal your admin and customer portal demo access.
01 Complete the form02 Unlock your access03 Explore the platform
Get live demo access ↘Prefer a guided demo? Book an appointment ↗01 / YOUR CONTACT DETAILS
Let’s connect. Then start exploring.
After a successful submission, this window shows the Admin Demo and Customer Portal Demo links with their login details.
Waiting for your form submission.
02 / YOUR DEMO ACCESS IS READY
Explore your business from both sides.
Customer Portal Demo
Discover invoices, proposals, support and the B2B experience.
Hover to prepare the login screen. After autofill, press the login button.ONE PLATFORM. A COMPLETE PICTURE.
Everything connected.
Nothing holding you back.
Replace disconnected processes with a workspace that brings your customer relationships and daily operations together.
B2C
B2C · Your direct-to-customer store
Present your catalogue, run promotions and manage the journey from the shopping basket to order fulfilment and customer accounts.
Explore this module ↗C2C
C2C · Your multi-seller marketplace
Bring independent sellers and buyers together. Give sellers a dedicated workspace for products, orders, returns, coupons and revenue records.
Explore this module ↗B2B
B2B · Business buyers, connected
Support business purchasing with a dedicated B2B module. Plan catalogue access, customer accounts and trade ordering around your sales process.
Explore this module ↗01 /
Customer management
Contacts, history and the context behind every relationship.
Explore this module ↗02 /
Lead & sales management
Keep opportunities, follow-ups and your pipeline in focus.
Explore this module ↗03 /
Omni Sales & e-commerce
Bring orders together and update stock as sales arrive.
Explore this module ↗04 /
POS & store management
Connect your tills, stores, tablet selling and orders.
Explore this module ↗05 /
Warehouse & inventory
Follow products from your suppliers to your customers.
Explore this module ↗06 /
Purchasing & suppliers
Keep purchasing decisions, records and relationships connected.
Explore this module ↗07 /
Marketing automation
Connect segments, campaigns, email and SMS activity.
Explore this module ↗08 /
Customer portal & B2B
Invoices, payments, approvals and private ordering in one journey.
Explore this module ↗09 /
Customer mobile app
Keep your customers connected beyond the desktop.
Explore this module ↗10 /
Human resources
Organise your people, HR records and recruitment workflows.
Explore this module ↗11 /
Projects & teamwork
Milestones, tasks, time tracking and shared delivery.
Explore this module ↗12 /
Invoices & payments
Professional invoicing with connected online payment routes.
Explore this module ↗13 /
Contracts & e-signature
Let customers review and digitally sign their contracts.
Explore this module ↗14 /
Customer support
Let customers create support requests inside their portal.
Explore this module ↗15 /
Asset management
Organise assets, locations, allocations and supporting records.
Explore this module ↗16 /
AI & business intelligence
Connect AI assistance with reporting and day-to-day work.
Explore this module ↗17 /
Estimates & proposals
Share proposals and let customers review and approve.
Explore this module ↗18 /
Reports & integrations
A clearer picture across your systems and business activity.
Explore this module ↗Explore the complete PerfectoCRM module library.
View all modules ↗BUILT AROUND YOUR BUSINESS
From the first conversation.
To the final delivery.
One connected journey across your people, products and customers.
OPERATIONS, IN FOCUS ↗
Inventory & warehouse
INVENTORY & WAREHOUSE MANAGEMENT
A clearer view of stock.
A stronger supply chain.
Follow the journey of your products, from supplier orders to customer delivery. Bring inventory, purchasing and supplier relationships into your PerfectoCRM workspace.
01
Know what you have
Track goods across your business and give your team a shared view of inventory.
02
Connect purchasing & suppliers
Keep supplier records, documents and purchasing activity connected to day-to-day operations.
03
Make better stock decisions
Use inventory information and reports to understand trends, reduce waste and plan ahead.
SUPPLIER→PURCHASING→INVENTORY→SALES ORDER→CUSTOMER
OMNI SALES · E-COMMERCE INTEGRATIONS
Every order. One platform.
Stock that stays in step.
Amazon, eBay, Shopify, WooCommerce and your own Perfecto E-Commerce. Connect your sales channels and manage orders from a single business workspace.
AmazoneBayShopifyWooCommerce
Perfecto E-CommerceINTERACTIVE WORKFLOW PREVIEW
An order arrives.
Your stock updates automatically.
One shared process for order capture, stock updates and operational follow-up. Try the illustrative example below.
01 · Order received
Your connected channel
02 · Stock updated
Automatic stock deduction
03 · Ready to manage
One operational view
EXAMPLE PRODUCT · SKU-001
42unitsAvailable stock
Ready. Choose a channel and simulate one order.
Illustrative demonstration. No real order is placed. Live synchronisation depends on your configured integrations.
Central order management
Bring supported marketplace, web store, POS and B2B orders into one operational workspace.
Stock responds to every sale
When a connected order arrives, the quantity is deducted from stock through the configured Omni Sales workflow.
Your store, your platform
Perfecto E-Commerce gives your own online shop a place alongside your other connected channels.
AI-POWERED BUSINESS. HUMAN-LED PROGRESS.
Intelligence across your entire business.
Bring AI assistance and connected information closer to the work your teams do every day.
AIPERFECTOCRM
Connected intelligence
A connected platform architecture. AI functionality and automation scope vary by module and configuration.
MEET ANNA · YOUR AI ASSISTANT
Less time navigating.
More time moving forward.
Work with your CRM through natural language. Anna helps you find customer information, manage tasks and work with invoices through a conversation-first interface.
YOU
Discover the experience ↗“Help me find a customer's details.”
PERFECTOCRM + ANNAA simpler way to access the information you need, in the context of your work.
TAKE A CLOSER LOOK
Real software.
Real business workflows.
Explore original product screens from the PerfectoCRM brochure. See the tools behind the connected experience.
PROJECTS · TEAMS · TASKS · AI
Your projects. Your people.
Moving forward together.
Turn plans into shared progress. Assign tasks, connect your team and follow every milestone—from your Kanban board to an interactive Gantt timeline.
EThe right person.The right task.✓
P
Connected teamPerfectoCRMPROJECT WORKSPACE
EAMKSD+4
Great work starts together.
Project progress33%
Drag a task to another column. Assign a teammate from the card.
To do
1Research
Launch planning
Clear ownership. Shared progress.
High priority◷ 24 Oct☷ 3/5↳ 2
AA
In progress
1Design
Customer portal design
Clear ownership. Shared progress.
Design review◷ 24 Oct☷ 3/5↳ 2
MK
Completed
1Development
Integration testing
Clear ownership. Shared progress.
Quality assurance◷ 24 Oct☷ 3/5↳ 2
SD
Every milestone. In the right order.
Drag the bars left or right to change dates. Focus a bar and use arrow keys for keyboard control.
WORKSTREAM
1591317212528
Discovery & planning
Design & preparation
Development
Testing & delivery
A shared timeline, from kickoff to delivery.
✓
Mert is working on the customer portal design.
✦
Anna AIBring clarity to the next step.
Interactive product illustration · Sample tasks and people · No live CRM data is changed.
Move work forward.
Assign tasks to team members, adjust their status with drag and drop, add files and keep task discussions together.
See the whole timeline.
Use the interactive Gantt view to follow dates, milestones and the sequence of project work. Spot the next step in a shared view.
One connected team.
Bring timesheets, files, milestones, discussions and activity history into the project context. Give everyone a shared place to work.
PERFECTOCRM + ANNA AI
A clearer plan.
A smarter next step.
Bring AI assistance into your project conversations. Ask for task ideas, clarify priorities and work with information in the context of your connected CRM.
✦
AnnaAI planning companion · illustrative example
How should we organise the next project stage?
Start with clear ownership.
Illustrative suggestions. AI capabilities depend on configured modules and access.Break the stage into tasks, assign a person to each task and review the schedule in Gantt.
✓ Tasks✓ People✓ Gantt
YOUR ACTUAL PERFECTOCRM INTERFACES
Behind every plan,
a complete project workspace.
Explore the original screens you shared. Switch views and click the image to take a closer look.
PerfectoCRM / OverviewORIGINAL PRODUCT SCREEN
Click to enlarge · Original interface supplied by PerfectoCRM
Bring your team and projects together.
Explore task management, project delivery and AI support in a tailored demo.
INTEGRATIONS
Your ecosystem.
Working together.
Connect the tools behind your sales, accounting, communication and payments. Explore platforms presented in the PerfectoCRM product materials.
E-commerce & ERP
AmazoneBayShopifyWooCommerce
SAP
ekmobAccounting & business
QuickBooks
SageXero
Companies House
HMRC
Türkiye Ministry of TradeCommunication & AI
NetGSM
OpenAI
Twilio
Clickatell
MSG91
Bulutfon
Sendinblue / Brevo
WhatsApp
Zoom
Facebook LeadsDigital banking integrations
Bring banking and business workflows together through PerfectoCRM integrations.
Monzo
Revolut
Wise
Starling Bank
Virgin Money
TidePayments
SumUp
SquarePayPalStripe
Mollie
Authorize.net
2Checkout
PayU / PayU Money
Braintree
iPara
Skrill
PayTR
GoCardless
myPOS
HiPay
Shopier
Google Pay
Payoneer
eWAY
iPay
iyzico
Paytm
WorldlineAvailability varies by module, country, provider account and configuration. Integration listings do not imply endorsement or certification by the named providers. Ask us to confirm your required workflow.
View integration graphics from the product brochure
NEW PARTNERSHIP
PerfectoCRM × Paymentap.
A new connection at checkout.
Meet our new partner, Paymentap. Explore card terminals for counters, tables and teams on the move, alongside PerfectoCRM’s retail and POS capabilities.
At the counterAt the tableOn the move
Terminal selection and integration scope are confirmed for your project.
THE MOMENT THAT COMPLETES THE SALE
From your store to your customer’s hand.
ONE CONVERSATION. MORE CONNECTIONS.
Your customers talk.
Your team stays connected.
Bring messaging, meetings, email and leads closer to the customer relationship. Explore the actual interfaces below.
Turn messages into customer conversations.
Send WhatsApp notifications and use message templates for customer updates. Keep communication close to your CRM workflow.
Team Chat
A shared space for your team.
Direct messages, group discussions and file sharing help colleagues work together inside PerfectoCRM.
Zoom
Meet without losing the context.
Organise video meetings and meeting details with the Zoom integration. Bring remote teams and customer discussions together.
Your inbox, closer to your business.
The Mailbox module brings webmail into PerfectoCRM. Read, compose and manage email from a familiar business workspace.
Facebook Leads
From a Facebook lead to your CRM.
Synchronise leads from Facebook forms into PerfectoCRM to organise enquiries and continue the sales follow-up.
Digital HR
From recruitment to payroll. People, connected.
Explore employee records, your organisation, shifts, leave and payroll through the original HR workspace.
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Hover near either edge to move · Swipe to explore
REST API
Your software.
Connected to PerfectoCRM.
Use our REST API to connect compatible business applications and exchange data through a planned integration.
Connect your business systems
Build connections with your website, internal software and external applications.
Reduce repetitive data entry
Design data flows around supported API resources and your business process.
Plan the integration together
Our team helps assess authentication, field mapping and the scope your project needs.
Actual PerfectoCRM interface · Click to enlargeCUSTOM FIELDS · HAKSOFT SERVICES
Make the software
work your way.
Add custom fields to supported modules without writing code. Capture the information your organisation needs, using your own labels and workflows.
Your fields. Your terminology.
Extend records with business-specific information and configure where fields appear.
A tailored customer experience
Configure field visibility for customer-facing records and documents where supported.
Need more? Work with Haksoft.
Haksoft provides bespoke software customisation and development services for deeper business requirements.
Actual PerfectoCRM interface · Click to enlargeIMPLEMENTATION & CONSULTANCY
A strong platform.
A clear path to launch.
Work with Haksoft to turn your requirements into a practical rollout plan. From process discovery to training, build confidence at every stage.
- 01Discover processes and requirements
- 02Plan configuration and data migration
- 03Train teams and support adoption
DIGITAL HR · DİJİTAL İK
Great teams start
with connected people.
Recruitment Management and Human Resources Management come together in PerfectoCRM. Give candidates, employees and HR teams a clearer journey.
People first.
Processes in sync.
Recruitment Management
Publish vacancies through the job portal, collect applications and organise candidates and interviews in one process.
Human Resources Management
Bring employee records and HR administration together. Review employee details and keep your people information organised.
PERFECTOCRM · CONNECTED HR PORTAL
Your people.
A complete HR workspace.
Bring four HR module families into one portal: daily HR operations, employee records, time and leave, and recruitment. Explore every submenu and the real product screens.
People & payrollRecords & developmentTime & leaveRecruitment portal
HR Management
A shared operational view of your people.
Organise staff, contracts, insurance, shifts and payroll records from the HR workspace.
ACTUAL MODULE MENU
The headings below follow this menu.
Original PerfectoCRM screen · Click to enlargeDashboard
Review HR totals and follow the status of employee contracts.
Staff
Keep staff profiles, departments and roles together.
Contract
Organise employee contract records and follow approaching end dates.
Insurance
Maintain employee insurance information within the HR process.
Shifts
Define shifts and bring working schedules into the staff workflow.
Payroll
Manage payroll records and review payroll information in the HR workspace.
Settings
Configure the available HR options to match your organisation.
A connected workspace for your HR team, configured for your organisation.
Explore this HR module ↗HR Records
From the first day to the next career step.
Bring employee files, organisational structure, onboarding and training into one connected HR record.
ACTUAL MODULE MENU
The headings below follow this menu.
Original PerfectoCRM screen · Click to enlargeDashboard
See staff distribution by department and type, with a summary of workforce changes.
Job descriptions
Define responsibilities and expectations for each position.
Org chart
Visualise departments, reporting lines and the structure of your team.
Onboarding
Coordinate the steps that help new colleagues get started.
HR records
Keep employee-related records accessible in an organised workspace.
Training
Organise training information and development activities for employees.
Contracts
Maintain employment-related documents alongside employee information.
Dependants
Record relevant dependant information where required by your HR process.
Layoff checklist
Follow the administrative checklist for an employee’s departure.
Q&A;
Keep common HR questions and answers in a shared reference area.
Reports
Review employee records through the reports available in the module.
Settings
Adapt record options and module settings to your organisation.
A connected workspace for your HR team, configured for your organisation.
Explore this HR module ↗Timesheets & Leave
Working time and leave. In the same picture.
Connect attendance, leave and shift planning so your HR team can follow time-related records clearly.
ACTUAL MODULE MENU
The headings below follow this menu.
Original PerfectoCRM screen · Click to enlargeAttendance
Review attendance records and working-time information.
Leave
Organise employee leave records and review leave balances.
Work Shift Table
See staff schedules together in a calendar-style table.
Shift
Create and maintain the shifts used in your working schedule.
Shift type
Define different shift patterns for your organisation.
Reports
Review annual leave and time-related summaries by staff member and department.
Settings
Configure the module’s attendance, leave and shift options.
A connected workspace for your HR team, configured for your organisation.
Explore this HR module ↗Recruitment
From an open position to a connected candidate journey.
Manage recruitment campaigns, candidate profiles and interviews. Publish vacancies through your Recruitment Portal.
ACTUAL MODULE MENU
The headings below follow this menu.
Original PerfectoCRM screen · Click to enlargeDashboard
Follow recruitment activity through a shared overview.
Campaign
Organise recruitment campaigns for your open positions.
Candidate profile
Keep applicant information and recruitment records together.
Interview schedule
Plan interviews and keep appointments visible to your recruitment team.
Recruitment channels
Organise the channels used to reach and attract candidates.
Recruitment Portal
Present vacancies online and bring applications into your recruitment process.
Settings
Configure recruitment options for your organisation’s hiring process.
A connected workspace for your HR team, configured for your organisation.
Explore this HR module ↗Two portals. Connected people processes.
The HR Portal brings internal people processes together. The Recruitment Portal presents job vacancies and receives candidate applications. Keep the distinction clear while working in one connected platform.
ASSET MANAGEMENT
Know what you own.
Know who has it.
Organise company and customer assets with their locations, responsible employees and lifecycle information.
A clear asset inventory
Group assets by category, location or unit. Keep related information and images together.
Assignments and transfers
Assign equipment to employees and track transfers between users.
Follow the lifecycle
Track warranty records, revoked assets and reported losses.
Actual PerfectoCRM interface · Click to enlargeE-SIGNATURE · CONTRACT MANAGEMENT
From agreement
to signature. In one place.
Let customers review and sign contracts, proposals and estimates through the customer experience. Keep documents and the relationship connected.
Share the right document
Present the document in the customer portal for review.
Sign in the customer journey
Make document approval part of the same digital workflow.
Actual PerfectoCRM interface · Click to enlarge
Privacy belongs in the workflow.
Explore customer-data controls and GDPR-related product features with our team. Configure access and processes for your organisation.
REPORTS · DRAG, DROP, MAKE IT YOURS
Your data.
Your point of view.
Build a reporting view around the questions that matter. Arrange report cards with drag and drop, customise the layout and bring the right indicators together.
From information to a clear decision.
Drag & drop layout
Move cards into the order that suits your role.
Custom reporting
Bring sales, expenses and lead conversions into focus.
A view for your priorities
Choose the cards you want to keep in your report.
TRY THE INTERACTIVE PREVIEW
My business report
Drag a card, use its arrow buttons, or choose which cards are visible.
⠿ Sales overview
⠿ Expense distribution
⠿ Lead conversion
Illustrative layout demo · Sample data · Changes stay on this page.
MULTI-LANGUAGE · PERSONAL BY DESIGN
26 languages.
One connected business.
Give teams and customers a language experience that fits them. Configure language preferences and customise the customer-facing experience.
Product language options are illustrated below. Use the language menu to explore this website in your preferred language.
English
Türkçe
Deutsch
Français
Español
Italiano
Português
Nederlands
Polski
Русский
Українська
العربية
中文
日本語
한국어
हिन्दी
اردو
Ελληνικά
Čeština
Română
Magyar
Svenska
Dansk
Norsk
Suomi
עברית26languages
Drag to explore ↔
PERFECTO E-COMMERCE · B2C · C2C · B2B
Your store. Your marketplace.
Your next chapter in commerce.
Build your online business with Perfecto E-Commerce. Bring your storefront, products, orders, customers and sellers into one management platform, with B2C, C2C and B2B modules for different ways to sell.
B2CC2CB2B
Perfecto E-CommerceB2C · C2C · B2B
Three business models. One commerce vision.
B2C · Your direct-to-customer store
Present your catalogue, run promotions and manage the journey from the shopping basket to order fulfilment and customer accounts.
C2C · Your multi-seller marketplace
Bring independent sellers and buyers together. Give sellers a dedicated workspace for products, orders, returns, coupons and revenue records.
B2B · Business buyers, connected
Support business purchasing with a dedicated B2B module. Plan catalogue access, customer accounts and trade ordering around your sales process.
PERFECTO E-COMMERCE
From the first product to the next order.
A connected workspace for the details that keep an online business moving.
Products, categories & brands
Organise products, options, attributes, collections, prices and inventory from your administration panel.
Orders, returns & fulfilment
Track orders and incomplete purchases, organise shipments and invoices, and follow return requests in one place.
A workspace for every seller
Let marketplace sellers manage their own catalogue, orders, coupons, reviews and revenue information through a dedicated panel.
Campaigns & customer relationships
Manage discounts, flash sales, product reviews and customer records, with a customer area for orders and account details.
A storefront that reflects your brand
Work with themes, pages, media, menus and store settings to shape the shopping experience around your business.
A clearer view of performance
Bring sales, order, product and customer indicators together through the dashboard and e-commerce reporting screens.
ORIGINAL IMPLEMENTATION SCREENS
See the platform behind your next sale.
Browse the original storefront, administration, seller and customer interfaces. Select a screen, use the arrows or swipe; click the main image to inspect it at full size.
Storefront01 / 20
Perfecto
E-Commerce
E-Commerce
E-COMMERCE CONSULTANCY
Perfecto expertise. More ways to grow.
Our focus is Perfecto E-Commerce. We also provide Shopify and WordPress / WooCommerce consultancy, implementation support and additional software development for businesses working with those platforms.
Discuss your e-commerce project ↗INDUSTRIES
Built around your world.
Different industries. Shared challenges. Explore how a connected CRM & ERP workspace can support your business.
Retail & e-commerce
Connect the store, the online order and the customer relationship.
Explore your solution ↗Wholesale & distribution
Bring stock, suppliers and sales teams into the same picture.
Explore your solution ↗
Manufacturing
Connect customer demand, purchasing, inventory and project activity.
Explore your solution ↗Professional services
Manage enquiries, proposals, project delivery and invoicing.
Explore your solution ↗
Construction & engineering
Keep projects, people, suppliers and company assets organised.
Explore your solution ↗
Healthcare businesses
Coordinate business enquiries, administrative tasks and supplier relationships.
Explore your solution ↗
Hospitality & food businesses
Organise customers, stock, purchasing and business operations.
Explore your solution ↗
Education & training
Manage enquiries, customer relationships, teams and programmes.
Explore your solution ↗Industry examples describe business administration use cases. Specialist clinical, manufacturing or regulatory systems may require separate software and configuration.
CUSTOMER PORTAL + PRIVATE B2B ORDERING
A better customer experience.
Long after the sale.
Give customers a dedicated place to view documents, make payments, approve proposals and stay in touch. Add private B2B ordering for your business buyers.
View & download invoices
Customers can find their invoices and download copies from their own panel.
Pay invoices online
Use configured payment gateways to pay invoices directly from the customer experience.
Approve proposals & proformas
Let customers review proposals and proforma invoices and give their approval.
Review & digitally sign contracts
Keep contracts visible to customers and support digital signing through contract management.
Create support requests
Customers can open a support request from their panel and follow the conversation.
Private ordering for your business customers
YOUR CUSTOMERS. YOUR CLOSED NETWORK.
A private sales channel
for your business buyers.
The B2B portal is your closed ordering environment. Your customers sign in, create orders and stay connected to their commercial relationship with you.
- Customer sign-in and private ordering
- Orders connected with Omni Sales and inventory
- Customer documents, invoices and payment access
- A connected customer panel and B2B experience
CUSTOMER APP · WEB · MOBILE · TABLET
Your customer connection.
In the palm of their hand.
Bring the customer experience beyond the browser. PerfectoCRM’s customer app complements the web portal, so your business stays accessible on mobile.
A dedicated customer mobile experience
Customer documents and account access
Stay connected to customer support
Ask our team for the mobile app access that fits your organisation.
ONE WORKSPACE. EVERY SCREEN.
From desktop to mobile.
Built for the way you work.
A responsive web experience across computers, tablets and phones, alongside a dedicated customer mobile app.
Web
iOS
AndroidWindows
iOSAndroidWindowsPOS · TABLET POS · OMNI SALES
Manage your store.
Connect every sale.
Manage store sales, products, customers and orders in one workspace with PerfectoCRM POS and Tablet POS. Find a product, add it to the cart, select the customer and move to payment. Connect your physical store with e-commerce and sales portal workflows through Omni Sales.
- ✓Quick search by product, SKU and barcode
- ✓Customer selection, cart and discount management
- ✓Keep stores, warehouses and orders connected
- ✓POS, Tablet POS, e-commerce and sales portal
ORIGINAL PERFECTOCRM INTERFACES
From the till to every sales channel.
Click either screen to explore the details.
DIGITAL MARKETING AUTOMATION
From customer insight
to connected campaigns.
Organise segments, campaigns and SMS templates in a connected marketing workflow. Keep customer information and marketing activity closer together.
- Customer segments
- Campaign management
- Email & SMS workflows
CAMPAIGN WORKSPACEThe right audience.
The right audience.
A connected message.
EmailSMSSegments
HUMAN RESOURCES MANAGEMENT
Your people.
At the heart of your business.
Bring people records, HR administration and recruitment workflows into your business platform. Give your team a shared foundation for managing the employee journey.
- Employee & HR records
- Recruitment administration
- A connected team workspace
Original PerfectoCRM interfaces. Click to enlarge.
PURCHASING & SUPPLIER MANAGEMENT
A stronger supply chain.
From the first supplier conversation.
Keep supplier relationships, purchase records and documents together. Connect purchasing with stock information and your wider operational workflow.
- Supplier records & documents
- Purchasing activity
- Inventory context
A CONNECTED WORLD OF BUSINESS
Think beyond borders.
Keep your business connected.
Explore international markets on the interactive globe. Bring customers, teams and trade into a clearer connected workflow, wherever your business takes you.
United Kingdom
United StatesTürkiyeRussia
LibyaSaudi Arabia
United Arab EmiratesPakistan
Turkmenistan
UzbekistanExplore countries · Drag the globe · Select a flag
Drag to explore · Touch to rotate
FLEXIBLE PLANS. ROOM TO GROW.
Your next chapter starts here.
Choose the workspace that fits your team today.
Scale your plan as your business grows.
Start-up
Explore PerfectoCRM with a 14-day trial.
Free
14-day trialStart free trial ↗- ✓ 1 user
- ✓ 2 GB storage
- ✓ 1 dashboard
- ✓ 5 projects
- ✓ Standard modules
Individual
A focused workspace for a growing team.
£99/ month
Billed monthlyChoose Individual ↗- ✓ 5 users
- ✓ 10 GB storage
- ✓ 5 dashboards
- ✓ 20 projects
- ✓ Standard modules
RECOMMENDED FOR GROWING TEAMS
Business
Connect your people, sales and operations.
£129/ month
Billed monthlyChoose Business ↗- ✓ 20 users
- ✓ Unlimited storage
- ✓ Unlimited dashboards
- ✓ 50 projects
- ✓ All modules
Enterprise
More room for your entire organisation.
£199/ month
Billed monthlyChoose Enterprise ↗- ✓ Unlimited users
- ✓ Unlimited storage
- ✓ Unlimited dashboards
- ✓ Unlimited projects
- ✓ All modules
YOUR E-COMMERCE PLATFORM
Perfecto E-Commerce
Perfecto E-Commerce subscription with B2C, C2C and B2B modules.
B2CC2CB2B
Setup, support & development
CRM setup fee
£250Technical support fee
£250E-Commerce setup fee
£250Consultancy and additional software development
£250–£300per dayAnnual plans are billed upfront. Module configuration and integration requirements are confirmed with your team before onboarding.
Have a more complex setup? Let's build the right solution together.Talk to our team ↗
TECHNOLOGY WITH A BUSINESS PURPOSE
Software that connects.
People who understand.
PerfectoCRM is developed by Haksoft Digital Software Technologies Ltd and offered by Globax Technology Ltd. Our focus is practical: helping businesses bring customer relationships, teams and operations into one connected environment.
Explore the full product brochure ↗BUILT FOR COLLABORATION. DESIGNED FOR PROGRESS.EXPLORE THE COMPLETE PRESENTATION
The bigger picture.
Page by page.
Browse all 68 pages of our product presentation. Use the arrows, pause the slideshow or click any page to enlarge it.
1 / 68
PERFECTOCRM ON YOUTUBE
See the platform.
In action.
Product walkthroughs from our official channel. Explore the dashboard, omnichannel sales, leads and marketing workflows.
Perfecto CRM Modules Omni Channel Sales How To Create Return Order
Watch on YouTube ↗Perfecto CRM Modules - Omni Channel Sales - Promotions Voucher
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IDEAS FOR YOUR NEXT MOVE
A fresh perspective
on better business.
↗One customer. Every channel. A more connected way to sell.
How a shared view of customers, products and orders helps connect in-store, online and B2B sales.
↗From stock visibility to smarter warehouse decisions.
Why inventory, purchasing and customer orders work better together.
↗Your practical guide to getting started with CRM.
A focused approach to bringing your data, people and processes into one workspace.
GROW WITH PERFECTOCRM
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Bring connected business software to your network. Explore channel, referral, technology, strategic and academic partnership opportunities.
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Customers can create support tickets through their panel. Your team can track requests and keep the conversation organised.
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What can I manage with PerfectoCRM?
PerfectoCRM brings together customer relationships, leads, projects, tasks, invoices, support, inventory and other business modules. Your available functionality depends on your selected plan and configuration.
Does PerfectoCRM support warehouse operations?
Yes. The inventory and warehouse module tracks goods through the supply chain, from supplier ordering to customer delivery. Supplier management and purchasing can form part of the wider connected setup.
Can I connect my online and in-store sales?
PerfectoCRM offers omnichannel modules covering POS, tablet POS, e-commerce, a sales portal and supported WooCommerce and Shopify connections. We confirm your required workflows and integrations during a demo.
Can I try the platform before choosing a plan?
A 14-day Start-up trial includes 1 user, 2 GB storage, 1 dashboard, 5 projects and standard modules. You can also explore the existing product demo.
Is this website the CRM application?
This is the PerfectoCRM product website. Use Log in to access your existing CRM workspace, or book a demonstration to discuss your requirements.
THE PERSON BEHIND PERFECTOCRM
The engineering and vision behind PerfectoCRM.
Turning an idea into software that creates value in everyday business.
ENGINEERING. ENTREPRENEURSHIP. TRANSFORMATION.
The creative engineer and technology leader behind PerfectoCRM.
Abdullah Alp Aslan is the software engineer and technology entrepreneur leading PerfectoCRM’s development and product vision. His experience in enterprise software, CRM, ERP and digital transformation informs a platform that brings customers, commerce, operations and teams together.
His 26+ years in technology include international project delivery and management across Europe, Central Asia, the Middle East and Africa. Combining technical expertise with entrepreneurship, he focuses on adaptable, connected software solutions shaped by real business needs.
His work spans artificial intelligence, cloud technology, IoT, RFID and real-time location systems. His vision for PerfectoCRM is to help growing businesses make their processes clearer, their teams more connected and their operations easier to manage.
Connect with Abdullah Alp Aslan
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