Customer Dashboard

Understand what your CRM dashboard looks like and what features are available to you as a tenant.

After logging in to your CRM, you'll see your dashboard — the central hub for all your business activities. Here's what you can expect.

Your CRM Dashboard

Your CRM dashboard — project summaries, invoice overviews, and quick access to all features

Your dashboard shows:

• Projects Summary — Status of your active projects

• Invoice Overview — Pending, paid, and overdue invoices

• Quick Stats — Key metrics at a glance

• Recent Activity — Latest actions and updates

Available Features

Depending on your subscription plan, you'll have access to some or all of these Perfex CRM features:

Feature	What It Does
Customers	Manage your clients and contacts
Invoices	Create and send professional invoices
Estimates	Send quotes and estimates to prospects
Projects	Manage projects with tasks, milestones, and timers
Tasks	Assign and track tasks for your team
Contracts	Create and manage contracts
Proposals	Write and send business proposals
Support Tickets	Manage customer support requests
Leads	Track and convert sales leads
Expenses	Track business expenses
Subscriptions	Manage recurring billing
Credit Notes	Issue credit notes for refunds
Knowledge Base	Create help articles for your clients
Reports	Generate business reports and analytics

Can't see a feature? It might not be included in your current plan. Check your Plan Details to see what's included, or contact your platform administrator about upgrading.

Subscription Information

At the bottom of your client area, you can see your subscription details:

Your plan details — see your selected plan, usage, and subscription information

This shows:

• Your current plan name

• Subscription dates (start, expiry, next invoice)

• Usage limits — how much of your plan quota you've used

For more details, see Plan Details & Usage.