Freelancers and remote workers need to follow some hectic workloads and unpredictable situations. Sometimes, they remain busy without schedules and face unpredictable workloads. These people must also meet the deadlines and manage a sudden influx of new tasks. Additionally, they deal with numerous clients simultaneously with different deadlines. It means that freelancers need to manage their time intelligently to facilitate all the clients and meet every deadline. Having Perfex CRM is the only solution to significantly improve your performance, save time, and avoid burnouts.
When you buy Perfex CRM, you can manage all your tasks and save time. How does it work? Let us explore the features that you can use while having Perfex, one of the best CRMs in the world!
Project Management
Factually, remote employees and freelancers need a reliable and effective project management tool. With this tool, you can organize all your projects and track them accurately. Project management is the most important benefit you get while using a CRM. When you manage the project correctly and make your client happy by completing the tasks timely, you develop your reputation as one of the best freelancers in the market. And for that, you need applications that help you track the projects and complete them timely.
Perfex CRM provides you the opportunity to manage your project more effectively. It provides you numerous features that help you incorporate all team members, break the project into small tasks, develop a time sheet against each task, send email, generate invoices, and manage many projects simultaneously. More interestingly, you can involve all stakeholders in the processing to keep everyone informed about the project speed and performance.
Task Management
With an agile task management tool like Perfex CRM, you can break the project into small chunks to manage the overall project more effectively. Against each chunk or sprint, you can define the target and time to complete the project before the due date. More importantly, you can get a bird’s eye view to monitor whether you are according to the plan or not.
Additionally, you can set priorities against each sprint to control the project according to your requirements. If working in a team or managing your own team, you can see the progress at every level and ensure the timely completion of the project. You can also ensure the receiving of every task by intimating the team members regularly. Another important aspect is the task assignment. If you manage the tasks single-handed, you do not need to assign these projects. However, when you have involved multiple individuals in a project, you can add all and assign the tasks with time line to ensure the timely completion of every task. This way, you can complete the project more convincingly.
Client Billing
Another important aspect that freelancers need to consider is to prepare an invoice as clients pay you after receiving it. It is not a difficult task, but you require some time to prepare these invoices. As a freelancer, you always want to spend time on other productive tasks. With a reliable CRM like Perfex CRM, you do not need to spend time compiling all the invoices and sending them to the clients.
These solutions use mathematical functions to sum all necessary tasks, assignments, and figures. This way, the system generates invoices automatically. Additionally, you can also configure email addresses to send directly when required.
Client billing has always been a hectic task for freelancers. They are always in search of such a solution that can help them minimize their efforts in preparing invoices accurately. Perfex CRM allows you to prepare invoices every time when you require and utilize existing invoices for billing as well. It simply means you do not need to worry about client billing from now. More importantly, you can set the deadline to send the emails directly when completed the project.
To manage client billing, you can integrate third-party accounting tools like Quick Book with Perfex CRM. This way, you do not need to manage accounting software or Perfex CRM separately, as changes in a specific program update the information in the second one. Similarly, other management and operational tools can also be integrated with Perfex CRM.
Easy Collaboration
Not only collaborate with your clients, but you can also work in a team while using Perfex CRM. The reason is that customer relationship management tools provide you the opportunity to collaborate with your team members and other stakeholders.
It means that you can easily add and remove individuals in the project to manage it accordingly. When you add people, you can communicate with all team members effectively. This way, the users can keep you updated about the tasks assigned by you and share project assets and resources as well. So, easy collaboration becomes possible while having Perfex CRM with you to manage the projects.
Workflow Automation
Defining a workflow is an uphill task that CRM makes easier for you. Automated workflow tells you everything, and you can maintain this workflow after completing small chunks and tasks. Once a task is completed, you can immediately move forward and start working on it. More importantly, it all happens automatically, as you only need to define workflow once at the start of the project.
Another important aspect that makes workflow automation more authentic, accurate, and efficient is the integration of third-party tools, apps, and websites. This way, you can automate the whole business operations and functionalities more efficiently. This integration helps manage the tasks under one roof. With this integration, you do not need to manage different applications separately, as integrated solutions update the information every time when you update.
Work from where you are.
When you do not need to worry about your location to complete the task, you can consider yourself one of the luckiest individuals in the world who can perform their tasks from where they are. When you buy Perfex CRM, you can join this group.
With a mobile Perfex CRM, you can access the data, monitor the performance of your team members, assign new tasks, complete your own tasks, send the projects and invoices from your location, and receive payments directly. It simply means that all your projects, team members, clients, and other stakeholders are in your smartphone, and you can mobilize anyone and anything without worrying about your location, machine, and situation.
Final Words
The employees, freelancers, and remote workers have changed their minds after the pandemic. Now, about 30% of Americans love working from home. More interestingly, many companies allow their employees to work from home once a week.
In this situation, having the best project management tools can be the most beneficial solution. More interestingly, freelancers enjoy the most while having tools like the Perfex CRM. The reason is that they can manage their productivity and performance more diligently. These tools help them monitor their performance and upgrade them accordingly to complete the tasks timely.
The above discussion confirms that the project management tools are the utmost necessity for freelancers and remote employees. Without having a customer relationship management tool like Perfex CRM, task management cannot be improved. Therefore, we recommend to incorporate it if want to become a successful freelancer or to grown your business exponentially.
