Your complete
all-in-one
integrated CRM
Transform your business with our intelligent CRM solutions. The #1 choice for Sri Lankan enterprises to drive sales, track leads, and automate tasks.
Experience CRM Excellence
Designed to make your business succeed
Sales Automation
Multiply your sales efforts with intelligent automation. Close deals faster, and with greater precision.
Reporting & Analytics
Turn raw data into actionable insights. Dive deep into analytics and empower your decision-making.
Customer Service
Elevate customer service to unparalleled heights. Deliver prompt, and exceptional support experiences.
Customer Management
Streamline customer relationships and drive engagement with YV CRM’s powerful tools. Gain clear insights, automate workflows, and deliver personalized experiences effortlessly.
- Unified Customer Profiles
- Smart Automation
- Data-Driven Insights
Lead Management
Streamline your sales pipeline by efficiently tracking and managing potential clients. With YV CRM, capturing leads from email or web forms and monitoring their progress has never been easier.
- Seamless Lead Capture
- Progress Tracking
- Centralized Dashboard
Web to Lead Forms
Simplify lead generation by creating custom web forms that automatically import leads directly into YV CRM. Capture potential client information seamlessly and ensure your sales pipeline stays full.
- Customizable Forms
- Direct CRM Integration
- Real-Time Updates
Contracts
Streamline your sales pipeline by efficiently tracking and managing potential clients. With YV CRM, contract management becomes effortless with automated tracking and alerts.
- Easy PDF Generation
- Start and End Date Tracking
- Overdue Alerts
Proposal Management
Streamline your sales process by creating, managing, and tracking proposals effortlessly. Automate follow-ups and maintain professionalism with automated thank-you emails.
- Effortless Proposal Creation
- Real-Time Status Tracking
- Automated Emails
Ticket Management
Deliver exceptional customer support by managing support tickets seamlessly. Automate responses, assign tasks, and enable customers to reply directly via email.
- Customer Inquiries
- Smart Ticket Assignment
- Email Integration
Knowledge Base
Build a robust knowledge base by adding helpful articles and resources. Track the effectiveness of your content through user votes and refine it based on feedback.
- Easy Article Creation
- User Feedback System
- Articles for Better Support
Recurring Invoices
Automate your billing process by setting up recurring invoices tailored to specific timeframes. Ensure timely payments and reduce manual workload.
- Flexible Scheduling
- Automation
- Consistent Cash Flow
Expenses
Effortlessly track and automate recurring expenses to maintain accurate financial records. YV CRM ensures every expense is accounted for, saving time and reducing errors.
- Recurring Expense
- Expense Tracking
- Time-Saving Automation
Estimate Management
Create and send professional estimates in moments, and effortlessly convert approved estimates into invoices. Simplify the process to close deals faster.
- Quick & Easy Creation
- Client Communication
- Automated Invoice
Online Payments
Empower your business to accept payments effortlessly through a wide range of trusted payment gateways including PayPal, Stripe, and more.
- Multiple Payment Gateways
- Secure Transactions
- Convenience for Clients
Project Management
Efficiently manage every aspect of your projects. Track progress, monitor time/expenses, and visualize project timelines using an intuitive Gantt chart.
- Progress Tracking
- Time & Expense Management
- Gantt Chart Visualization
Staff Task Management
Streamline teamwork and boost productivity by assigning tasks to employees, tracking progress, and enabling collaboration through comments.
- Task Assignment
- Progress Tracking
- Collaboration Tools
Integrations & Extensions
Connect YV CRM with your favorite tools. Enhance functionality, boost efficiency, and streamline workflows with our powerful integration capabilities.REST API & Webhooks
Install and configure API & webhooks to push/receive events and integrate cleanly with external systems like n8n, Zapier, and Make.
Automation Pipelines
Use webhooks + HTTP actions to automate lead flow, invoicing, and follow-ups. Build cross-app orchestration with n8n or Zapier.
eCommerce Sync
Sync WooCommerce orders to auto-create Perfex leads, tasks, and invoices. Streamline your post-purchase customer journey.
Payments & Collections
Configure gateways like PayPal and Stripe to operationalize your invoice-to-payment workflows for seamless financial tracking.
WhatsApp Automation
Trigger WhatsApp notifications from Perfex events like new leads, task updates, or invoice status changes.
Lead Sources
Auto-ingest leads from Facebook, Google Ads, and TikTok with tagging, assignment rules, and SLA timers.
Team Ops
Route signals to Slack, push records to Google Sheets, or create delivery tasks in Trello for your execution teams.
Custom Development
Build bespoke modules (controllers, models, hooks) to extend Perfex for your internal workflows with upgrade-safe patterns.
Ready to supercharge your business?
Grow sales and stay ahead in the competitive market by being among the first to benefit from our game-changing solutions.Book Consultation
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