Perfexly is a hosted CRM workspace for keeping customer-facing work together instead of splitting it across spreadsheets, inboxes, shared drives, and separate finance tools.What Perfexly helps you manageLeads, customers, conta...

A workspace is the private CRM area your company uses after choosing a Perfexly plan.Before signupChoose the plan that matches your team size, contact volume, storage needs, and required modules.Use a real business em...

Perfexly has a main site for public pages and plan signup, and each company has its own workspace login area.Which login link to useUse the workspace URL sent after signup for staff/admin access to your company CRM.Us...

Use this checklist before inviting the full team into a new Perfexly workspace.Company setupReview the company name, address, logo, timezone, date format, and currency.Check invoice, estimate, proposal, and credit not...