Laura Méndez
Director
Coordina la estrategia comercial y la puesta en marcha de CRM + web para clientes.
Home · CRM + CMS · Store
Your CRM website is also your online store.
Real demo: invoicing in the CRM plus this branded website/store. Products, clients and contacts go back to the panel.
100+Installations
15+Modules
99%Uptime
24/7Support
CRM + CMS
Invoicing, ops and web / store
This is what you get: CRM panel (clients, invoices, projects) plus this public website with CMS and store. Same brand, same data — you don't pay for a website on one side and ops software on the other.
Many people pay more for a website alone than this whole pack. Edit copy and products from the panel, or import your current site with AI.
About the company
CRM + CMS · all-in-one
Invoicing, ops and website / online store
Not just a CRM: it's CRM + CMS (edit the site from the panel) + online store. Many businesses pay more for a website alone than this whole package.
🧾 Invoicing & clients
Quotes, invoices, payments and client records in one place. Signups and contact forms land in the CRM.
📋 Day-to-day ops
Leads, projects, tasks, tickets, team chat and mail. Stop juggling spreadsheets, WhatsApp and five tools.
🌐 Website + CMS included
Edit your public site from the panel (copy, FAQ, logo, colours). The CRM is the CMS — no separate WordPress or agency for every tweak.
🛒 Connected online store
Product/service catalogue, orders and clients in the same system. Publish or draft from Perfex Store.
🎨 One brand everywhere
CRM logo and colours on the website, login and client area. One company look, not three different designs.
💶 Often less than “just a website”
A custom site or standalone shop often costs more than this whole pack. CRM + website + store ship together by default.
The usual way (piecemeal)
- Pay for a website or WordPress (often pricey), then a separate CRM
- Online store with another vendor: orders and clients disconnected
- Invoicing in one app, leads in a spreadsheet, chat on WhatsApp
- Every website change = agency bill or a “tech guy”
- Three logins, three brands and data that never talks
Here: all together
- CRM + CMS + website/store on the same subdomain and panel
- Invoices, clients, orders and contact form wired together
- Edit the site and publish products without leaving the CRM
- Same brand (logo & colours) on panel, website and client area
- One platform cost — not “website here, CRM there”
From day one
Useful modules active on open
You don't start with an empty CRM: chat, AI mail, goals, wiki and more ready from signup.
💬 Internal chat
Talk to your team inside the CRM without leaving the panel.
📬 Mailbox with AI
Connected mail: summarise threads and suggest replies with Groq.
🎨 Visual brand
Themes, colours and logo on login, admin and client area.
🛒 Store and web
Public site on your subdomain; you edit it from the CRM.
🧾 Invoices and clients
Contacts, estimates, invoices and payments in one place.
📁 Projects and leads
Pipeline, tasks and tickets from day one.
Team
Who is behind it
Sample profiles for the demo. On your real company you put your people and roles.
Carlos Ruiz
Sales & leads
Gestiona el embudo, presupuestos y seguimiento de oportunidades en Perfex.
Marta Soler
Customer success
Tickets, chat y correo con resúmenes por IA para responder más rápido.
David Ortega
Operations
Proyectos, tareas y entregas alineadas con el catálogo de la tienda.
Want this website with your CRM?
This is what you get: public website with your brand + full panel. Try the demo CRM or write to us.