Introduction Perfex is a customer relationship management (CRM) system that integrates with the accounting software Xero. The CRM module in Perfex allows you to manage your customer relationships, including storing and organizing customer information, tracking customer interactions and communication, and managing sales and marketing efforts. With the integration with Xero, you can also manage your financial data and accounting tasks within Perfex. Some key features of the best crm tool for customer include lead and opportunity management, task and project management, and customizable reporting and analysis. The Xero CRM module is a customer relationship management tool that helps businesses manage…
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