CRM • Automations • Business Management

Perfex CRM tailored to your business

Novatempus handles the installation, configuration, extension and technical support of Perfex CRM, creating a unified environment for customers, sales, projects, tasks, support and everyday business processes.

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A CRM tailored to the way you work

A CRM should not force a business to change how it operates to fit the software. With Perfex CRM we can set up an environment for the processes, the departments and the real needs of your own team.

The starting point can be a basic installation. As requirements evolve, Novatempus takes over configuration, custom modules, integrations and automations. We are not the creator of Perfex CRM: we provide implementation and ongoing development services for its installations.

perfex crm greece

Core features of Perfex CRM

The native features organize the everyday relationship with customers and projects. The scope of each installation is determined by the needs, the version and the active modules.

Customer Base

Customers, companies, contacts, files, communications and collaboration history in one record.

Leads & Sales

Lead sources, sales stages, follow-ups, proposals and conversion of a lead into a customer.

Projects & Tasks

Projects, tasks, milestones, deadlines, owners, progress and time tracking.

Quotes & Finance

Estimates, proposals, invoices, expenses, payments and recurring invoices for organized commercial tracking.

Tickets & Support

Helpdesk for recording, assigning and tracking customer requests.

Contracts

Contracts and related documents linked to the corresponding customer.

Reports & Dashboards

Reports and dashboards, customizable where required.

Invoicing features do not by themselves replace a compliance check with Greek tax legislation. Any myDATA connection is assessed and implemented separately, where required.

Custom development

Perfex can become much more than a CRM

The Novatempus team can extend Perfex CRM with custom features and modules, to cover specific business processes without losing the logic of central management.

  • Custom modules, fields and workflows
  • Specialized dashboards, reports and business rules
  • Automated notifications and approval workflows
  • Customer portals and internal management tools
  • Features for industry-specific or unique processes

A real example is the AADE VAT Checker module from Novatempus, developed for checking Greek VAT numbers in Perfex CRM installations.

Promotional visual of the Novatempus AADE VAT Checker module for Perfex CRM
Example of a Novatempus custom module. This is a promotional visual, not a screenshot of Perfex CRM.

Connect the CRM with the tools you already use

Depending on the project, we can develop integrations that transfer data and trigger flows between Perfex CRM and the business’s applications. This reduces double entry and creates a more reliable picture of customers and tasks.

  • Websites and WordPress
  • WooCommerce and other e-shops
  • Contact forms and email
  • Google Workspace and calendars
  • ERP and accounting systems
  • SMS providers and phone systems
  • APIs and third-party applications

Before every integration

We check available APIs, licenses, data quality, security and the real business benefit. Every integration is assessed technically before we commit to implementing it.

CRM + Artificial Intelligence + Automations

A CRM gains greater value when it does not just work as a data store but takes an active part in everyday processes. Novatempus can design and develop AI features and automations around Perfex CRM, depending on the requirements and the safeguards of each project.

These are custom development capabilities, not a claim that all of them are included as ready-made Perfex features.

  • Automatic lead categorization and enrichment
  • Summaries of customers and communication history
  • Email drafts and follow-ups for review
  • Smart search in CRM data
  • Internal AI assistants and connection with agents
  • Reports and management summaries

From installation to continuous evolution

The implementation is organized as a journey, so that the CRM is useful from day one and can grow along with your business and its current needs.

  1. AnalysisWe record the team’s processes and requirements.
  2. InstallationWe check the infrastructure and install Perfex CRM.
  3. ConfigurationWe set up users, roles, permissions, stages, fields and flows.
  4. Data migrationWhere needed, we import customers and leads after checking the data.
  5. Custom developmentWe develop modules, integrations and special features.
  6. TestingWe test features and real business scenarios.
  7. TrainingWe train users and administrators.
  8. Support & evolutionWe provide maintenance, upgrades, troubleshooting and continuous development.

Which businesses is it suitable for?

Perfex CRM can be adapted to teams that manage many contacts, projects or recurring processes.

  • Service companies and agencies
  • Technical and consulting companies
  • B2B businesses and organizations with a large customer base
  • Teams that track many projects at once
  • Businesses that rely on Excel
  • Companies with many disconnected tools

From disconnected tools to a single picture

Before

Excel, emails, notes and different tools.

  • Lost information
  • Manual follow-ups
  • Difficulty coordinating

After

Central customer base, projects and tasks.

  • Organized customer support
  • Automations and integrations where implemented
  • Reports for clearer decisions

All of the business’s information in one organized environment.

We don’t just sell a CRM installation

Our goal is to understand how your business works and shape the CRM around its real processes.

We start from Perfex CRM and evolve it according to the project requirements: from the basic setup to custom features, integration and long-term support.

Frequently asked questions about Perfex CRM

Answers to the basic questions before you choose the right implementation.

Perfex CRM is a web-based platform for managing customers and business processes. It includes features for leads, projects, tasks, support and related flows.

Yes, provided the infrastructure meets the technical requirements of the current version. A check of the server, security and maintenance process comes first.

Yes. Many needs are covered through configuration. For special processes we can develop custom modules and workflows.

It can, when suitable APIs exist or the necessary integration is technically feasible. The solution is determined after a technical assessment.

Yes, through custom development AI automations, assistants and integrations can be implemented depending on needs. This is not a promise of a ready-made built-in feature.

Yes. We can provide technical support, maintenance, upgrades, troubleshooting and continuous development of the installation.

In many cases yes, once the structure, quality and mapping rules of the data have been checked before the migration.

Do you want a CRM tailored to your business?

You don’t need to adapt your business to the CRM. We adapt the CRM to your business.

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