Customer Dashboard
After logging in to your CRM, you'll see your dashboard โ the central hub for all your business activities. Here's what you can expect.
Your CRM Dashboardโ
Your CRM dashboard โ project summaries, invoice overviews, and quick access to all features
Your dashboard shows:
- Projects Summary โ Status of your active projects
- Invoice Overview โ Pending, paid, and overdue invoices
- Quick Stats โ Key metrics at a glance
- Recent Activity โ Latest actions and updates
Available Featuresโ
Depending on your subscription plan, you'll have access to some or all of these Perfex CRM features:
| Feature | What It Does |
|---|---|
| Customers | Manage your clients and contacts |
| Invoices | Create and send professional invoices |
| Estimates | Send quotes and estimates to prospects |
| Projects | Manage projects with tasks, milestones, and timers |
| Tasks | Assign and track tasks for your team |
| Contracts | Create and manage contracts |
| Proposals | Write and send business proposals |
| Support Tickets | Manage customer support requests |
| Leads | Track and convert sales leads |
| Expenses | Track business expenses |
| Subscriptions | Manage recurring billing |
| Credit Notes | Issue credit notes for refunds |
| Knowledge Base | Create help articles for your clients |
| Reports | Generate business reports and analytics |
info
Can't see a feature? It might not be included in your current plan. Check your Plan Details & Usage to see what's included, or contact your platform administrator about upgrading.
Subscription Informationโ
At the bottom of your client area, you can see your subscription details:
Your plan details โ see your selected plan, usage, and subscription information
This shows:
- Your current plan name
- Subscription dates (start, expiry, next invoice)
- Usage limits โ how much of your plan quota you've used
For more details, see Plan Details & Usage.