Customer Dashboard
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Your CRM Dashboard
Your CRM dashboard � project summaries, invoice overviews, and quick access to all features
Your dashboard shows:
- Projects Summary � Status of your active projects
- Invoice Overview � Pending, paid, and overdue invoices
- Quick Stats � Key metrics at a glance
- Recent Activity � Latest actions and updates
Available Features
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 |
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Can't see a feature? It might not be included in your current plan. Check your Plan Details to see what's included, or contact your platform administrator about upgrading.
Subscription Information
At the bottom of your client area, you can see your subscription details:
Your plan details � see your selected plan, usage, and subscription information
This shows:
- Your current plan name
- Subscription dates (start, expiry, next invoice)
- Usage limits � how much of your plan quota you've used
For more details, see Plan Details & Usage.