Unlock the Power of Customer Relationship

Are you ready to take your business to the next level? Our cutting-edge CRM is designed to streamline your operations and boost your bottom line.

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Our Core

Features

With our CRM solution, you'll gain a 360-degree view of your customers and build long-lasting relationships.

Seamlessly Manage Customer Data

Automate leads, emails, follow up reminders, appointments, proposals, invoices, payment integration, accounting, and more.

Enhanced Sales Efficiency

Acquire targeted lead data from LinkedIn, Facebook, Google and more. Make out reach and lead generation easy. Track your sales agents and processes.

Personalized Customer Interactions

Integrated with an internal emailing application, email campaign builder, SMS, Call, IG/FB, WhatsApp, we have an omni channel platform. 

AI and Data-Driven Insights

Make informed decisions and drive business growth with our CRM's AI and analytics. See reporting features from HR, processes, and various custom outputs.

Highly Versatile

Simple CRM Solution

With our CRM solution, you'll gain a 360-degree view of your customers, optimize your sales process, and build long-lasting relationships that drive success.

Harness the power of our powerful Lead Integration that allows you to even import Google Maps Businesses according to your desired keyword and location. Giving you targeted leads that you can add to your email, call, and/or SMS campaigns.

Say goodbye to scattered spreadsheets and disorganized customer information. Our CRM software centralizes all your customer data, including contact details, purchase history, communication logs, and more. Accessible from a single, intuitive interface, you'll have a comprehensive overview of your customers at your fingertips.

Tired of using complicated invoicing and payment solutions? Now you can use our easy all in one platform that allows you to send proposals and invoices in a breeze. You can even set sales team follow up reminders, collect payments, and set subscription plans under one easy application. 

Easy to Use

Project Management System

Gain a 360-degree view of your projects, tasks, goals, with the ability to set specific permissions and allow outside vendors to view content. See why we're one of the most robust systems on the market.

With the ability to API, webhook, and build out automations. Our suggested development teams can build out many automations making it easier to work as a team.

Beyond our basic Task and Project Management functionalities. We have integrated easy drag and drop capabilities allowing users to quickly make live changes within the system. Taking advantage of a live calendar, you, your team, and other stakeholders can see what's going on depending on their role and permissions set.

You have the ability to increase your limits easily through the plan page. If you have specific enterprise requirements we're happy to help you get things done.

Easy to Use

Well Reviewed

Highly Customizable

Our Team

Meet Our Expert

With us, you gain access to a team of dedicated professionals who are committed to your success.

Hari Dhanani

Founder and CEO

Nadeen Atil

Software Engineer

Christina Nguyen

Creative Designer

Neil Desai

Marketing/Sales Director
Testimonials

What Users Says

Hear What Our Customers Have to Say About Our CRM Solution

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Pricing

Flexible Pricing to Meet Your Business Needs

$0 / mo

Growth

  • This free package gives your team all the powerful things behind the ariMarketing CRM, allowing you to grow your business up to 10,000 contacts before moving to Pay-as-you-go services.
  • Appointment Booking

    Forms Manager
  • Accounting & Bookkeeping
  • Affiliate Management
  • Automation Manager
  • Internal Chat Module
  • Call Logs
  • Email Campaign Management
  • Timesheet/Attendance Management
  •  Mailbox Email System
  • Support Ticket Management
  • Surveys
  • Omni Sales Management
  • Human Resources Management
  • Invoice Management
  • Multiple Payment Gateways
  • Social Media Integration
  • Team Password Management
  • 10,000 Leads
  • 10,000 Customers

    10,000 Contacts

    10,000 Contracts

    10,000 Invoices

    10,000 Estimates

    10,000 Credit notes

    10,000 Proposals

    10,000 Projects

    10,000 Tasks

    10,000 Tickets

    10,000 Items
  • Limited Cloud Storage
Choose plan
$39 / mo

Agency/Enterprise

  • All Agency Features
  • Whitelabeled Branding
  • Multiple Instances
  • Separate DB
  • Marketing tools
  • Remote data
  • Full Cloud backup
    • 1,000,000 X Quota
Choose plan
FAQ

Frequently Asked Questions

With our CRM solution, you'll gain a 360-degree view of your customers, optimize your sales process, and build long-lasting relationships that drive success.

A non staff member is a feature in ariMarketing CRM which allow you to have a member like a contract worker to work on projects, means that the staff is not actually an employee in your company but it’s a freelancer/contractor.

Some area of the CRM is disabled for not staff members.

Here is a list of the disabled features for non staff member.

  1. Announcements
  2. Newsfeed wall
  3. Leads
  4. Support – Default is NO you can adjust this for your needs at Setup->Settings->Tickets
  5. Public Calendar Events
  6. Google Calendar Events
  7. Goals.

You can add if you want other Permissions to this staff member like Invoice [VIEW] permission and this staff member will be able to access.

If you need to set a user as non staff member navigate to Setup->Staff open the user and check the checkbox field Not Staff Member

There is protection implemented to keep the numbers without gaps, by default delete is only allowed on the last created estimate/invoice.

If you don't need this protection navigate to Setup->Settings->Finance and find:

  • Delete estimate allowed only on last estimate - Set to NO
  • Decrement estimate number on delete - Set to NO

These settings can be applied too in case you want to delete only 1 invoice/estimate and after you delete reset the settings to YES again.

Repeat the same steps for invoices if needed.

In some countries customer details is required to be on the left side. With Perfex CRM you can achieve this very easy by navigating to Setup->Settings->PDF and set Swap Company/Customer Details to YES

Save the settings.

Now on all PDF documents your company details will be shown on the right side of the PDF document and your customer details will be on the left.

If you dont want transactions/payments to be shown on the invoice pdf document you can turn off by navigatin to Setup->Settings->PDF and set to NO Show invoice payments (transactions) on PDF