Manage Customers, Projects, And Create Invoices In The Cloud

Increase your ROI

Get reports

Collect leads

Generate Smart Invoices

Check statistics

Be productive

Manage your Estimates & Expenses

Collect Your Invoices Online

Complete Customer Relationship Management

Sary CRM is a complete Customer Relationship Management platform that help you look more professional to your customers and help improve business performance

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Integration Made Easy

We make it easy and quick to integrate Sary CRM capability with your own websites/applications through simple RESTful API ..

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Manage Customers, Projects, and Create Invoices in the Cloud

Discover the only email solution where marketers and developers can work together in real-time. Iterate faster by giving feedback directly within your email templates!

Email Builder

Create beautiful and responsive emails in just a few clicks.

Analytics

Monitor your results and optimize your performance thanks to actionable analytics.

Contact Management

Easily manage, segment and grow your audience and organize your subscribers

Templates Gallery

A gallery of customized templates updated every month with new responsive templates

Start where you are and scale your business we will be there to help you grow.
$49
/month
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  • Build & Share your invoice

    • Build & Share your invoice

    Build professional invoices and share it easily
    Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.
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  • Create estimate

    • Create estimate

    Create estimate within a minute
    Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.
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  • Track your performance

    • Track your performance

    Comprehensive Statistics & Insight Report

    Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.

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  • Support your customers

    • Support your customers

    Professional support system
    Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.
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    Applying Security Measures - 2-factor Authentication

    The 2-factor authentication is provided via email, which means after staff enters his login credentials correctly the system will send unique authentication key via email in order the staff to log in successfully will need to enter the authentication key.

    Most Common Features

    Check out some of the important email marketing features
    Customers

    Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. Customers area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view.

    Tickets

    Great support ticket system with autoresponse, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses. Feature for auto importing tickets via Email Forwarder/IMAP method included. Let your customer reply and create new tickets via email, without accesing the client portal.

    Proposals

    Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto send thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available.

    Leads

    you will never forget your potential clients and you will be able to manage all of them in one place. Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop. Ability to auto import leads from emails and web to lead forms, import leads from .CSV file included.

    Web to Lead Forms

    Create unlimited web to lead forms and inject in your landing page or website. This feature allows you to import leads into Perfex CRM from form. Use web to lead forms to gather potential clients information, allow them to request quotes directly from your website.

    Contracts

    You can add new contracts based on your clients. Adding contracts is very simple, you can set start date and end date and have clear view of all your company contracts in one place. You wont need anymore to search in your desk documents. Create PDF contracts and send to your customers from Perfex CRM. Contract overdue reminders available.

    Recurring Invoices

    Create recurring invoices that will be re-created automatically without you lifting a finger, based on the specified period for the recurring invoice. The period time could be days, weeks, months or years.
    Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item.
    You can send your customer invoices easily using Whatsapp, SMS or share it easily with any app to pay

    Staff Roles & Permissions

    You can give staff a specific permissions what can do or can’t do. Role permissions can be overided for each staff.

    Goals Tracking

    Setup goals and tracking achievements. Use the Goals Tracking feature to keep sales goals in mind.

    Personal Todo

    Every staff member can have their own personal todo dashboard which will allow your staff member to easily organize the their work.

    Departments

    Assign your staff to specific departments and ability to auto import tickets by department email.

    Activity Log

    Track all staff activity. Adding new items, creating, deleting.

    Surveys

    Create surveys with one click. Send to staff, leads, clients or manually created mail lists. Increase customer retention via built-in Surveys.

    Company Newsfeed

    Share great company events, upload documents, easy employees communications.

    Team Tasks

    Assign task to multiple employees, add task followers, task comments allowed, task attachments. Link tasks to many CRM features and stay organized.

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    Make you business work better, wherever you are.

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