Set up your Perfexly workspace, sign in, and complete the first steps.

Understand plan limits, trials, payments, invoices, and upgrades.

Daily workflows for leads, customers, sales documents, projects, and support.

Use projects, tasks, templates, roadmaps, appointments, and delivery workflows.

Use invoices, expenses, accounting, cash/bank balances, and reporting.

Extra Business plan features for larger teams and operational workflows.

Account access, privacy, troubleshooting, and contacting Perfexly support.