A connected marketing system

CRM systems without subscription costs

Customer management systems built on Perfex CRM - self-hosted, extensible, GDPR-friendly. Licences included, no expensive SaaS subscriptions.

CRM systems

Why your own CRM?

Many small businesses use Excel sheets or expensive SaaS CRM systems like HubSpot. The problem: Excel doesn't scale, and SaaS CRM systems quickly cost 50-500 € per month - with limited customisation and data dependency.

CRM systems

Perfex CRM as foundation

We rely on Perfex CRM - a powerful, self-hosted CRM system that you own and control yourself. We acquire the required licence for you - it belongs to you. Full data control, no expensive SaaS subscriptions.

CRM systems

Core features

  • Customer and contact management
  • Quotes and invoices
  • Project and task management
  • Support ticket system
  • Contract management
  • Reporting and dashboards

CRM systems

Extensible through custom modules

Perfex CRM can be adapted exactly to your industry through tailored modules. We build custom extensions that supplement standard features with industry-specific processes.

Examples from our practice:

  • Logistics module - Shipment tracking, route planning and order management for logistics companies, integrated directly into the CRM
  • Custom customer dashboards - Tailored portals where your customers can see project progress, documents and relevant data
  • API connections to existing systems
  • Automated workflows for your specific business processes

Got a process that no standard software covers? Learn more about our custom module development.

CRM systems

The outcome

A central system for all customer relationships - the licence belongs to you, no expensive SaaS subscriptions. Directly integrated with your website and your automations. And ready to be extended any time with custom modules.

Testimonials

What our customers say

ProvenExpert: Sehr gut - Kundenbewertungen 7 Jahre Marketing Erfahrung Google: Sehr gut - Bewertungssiegel

„Consistently pleasant, professional customer care and friendly contact. We look forward to continuing our cooperation in the growing online marketing industry."

C

Christian Wünsch

Biewer medical Medizinprodukte

„We find the cooperation very pleasant, professional and enriching!"

S

Sabine Sauer

Gastronomie Service Dahmen GmbH

Interested in CRM systems?

Let's discuss together how we can deliver your project. Free initial consultation - transparent and without commitment.