PerfectFit Productivity Suite - CRM

CORE CRM

Blend the brilliance of ethical AI technology with management simplicity, for a highly customizable mix-and-match powerhouse of building block modules that perfectly align with your working style and objectives.

POWERHOUSE ADD-ON MODULES

Multiple specialized productivity tools enhance your PerfectFit Core System, ranging from fully developed plug-ins to custom-coded features.

COST EFFECTIVE

Unlike garden-variety CRMs, at just $49/month/user (with no license contracts), the PerfectFit CRM is an amazing, affordable, and agile game changer.  (Add-on modules are additional.)

MANAGEMENT OPTIONS

Self-serve and managed options are available. You decide.

Jói Sigurdsson, CEO, CrankWheel

I hired Donna Lynne as a part-time executive assistant. Her largest project was an outreach campaign soliciting feedback from a target group of prospects, and she carried this out with great care and attention to detail. Donna Lynne has very good technical, communication, and inter-personal skills, and she proved extremely professional and capable, the type of assistant who brings you solutions, not problems.

Responsible AI-driven workflow automations for consistent, effective, and stress-free business development. 

Youtube video

2-minute explainer video 

Our story

INTELLIGENT INTUITIVE EFFECTIVE

PerfectFit CRM

PerfectFit Business Development Suite is a highly customizable mix-and-match powerhouse of building block modules that perfectly align with your working style and objectives - no more expensive, one-size-fits-all solutions.  Born out of a culture of innovation, PerfectFit Suite tools are intuitive and ethically AI-driven. Each nimble module automates and elevates functionality beyond traditional heavy-weight CRMs, weaving prediction and analysis into your business processes and customer-facing initiatives. Built with Real Estate professionals in mind, but every bit as brilliant for any business that relies on relationship building, the PerfectFit CRM enhances your contact's experience with automated touchpoints for precision and consistency, making your day-to-day business operation effective and stress-free. Unlike garden-variety CRMs, at just $49/month/user (with no license contracts), the PerfectFit CRM is an amazing, affordable, and agile game changer.

Our roots

PerfectFit CRM is a product of PerfectFit Virtual  Executive Services  Our mission: to zap stress, chaos, and inertia with productivity tools that are in perfect alignment with our clients' needs. Our expertise extends to all things that comprise executive-level admin support, from responsible AI-driven productivity tools, managing your team, social media support, and more. We work with you to choose, customize, and manage the right apps, implement an AI solution, or create a hybrid mix to align with your business goals and objectives.

The Core CRM

What would you do with 3 extra hours in your day? PerfectFit Suite offers multiple productivity tools to enhance your PerfectFit Core System, ranging from fully developed plug-ins to custom-coded features. Add-on modules are an extra charge. Workflow Automation - Use the brilliance of responsible AI to put your business development on steroids. Clever Contact Management - PerfectFit puts you in the driver's seat. Set the cornerstone for guiding contacts from prospect to client to rave testimonial review. Advanced Searching Capability - Put your finger on any piece of information across all modules from a single central search box. Document Management - Efficient and stress-free document handling without leaving the app. Leads Management - Take the pressure out of managing incoming leads with a coherent action plan. Calendar - Simplify life with savvy time and calendar management. Meeting Management - Tame the Meeting beast with in-app scheduling and attendee management. Team Management - Apply tools to rocket your team to success (and keep you sane in the process). Data Security - PerfectFit CRM implements robust data security measures to keep customer data safe and compliant with stringent regulations like GDPR.

Optional Add-ons

PerfectFit Suite offers multiple productivity tools to enhance your PerfectFit Core System, ranging from fully developed plug-ins to custom-coded features. Add-on modules are an extra charge. Integration Hub - Crush your to-dos, saving up to 20 minutes per task. Automated Leads Management - Auto-import incoming leads for one-stop viewing and action. Digital Marketing - A clever alternative to Mailchimp, Constant Contact, aWeber, Mailerlite, etc.  SMS Communications - Instant engagement keeps you top of mind with your contacts. Social Media Management - Put your social media management on autopilot with automated content creation, scheduling, and publishing. Self-serve and Managed Options - You decide. We set you up for success, then step back until you need us. We'll handle any or all of the day-to-day administration, economically priced, so that you can focus on primary income-producing activities.

Mobile App

Take the app on the road

Download the Native Mobile App from the App Store (iOS), Google Play (Android), and Windows Store for mobile, tablet (iPhone, iPad, Android), or laptop (Windows). Loaded with user-centric features like offline data sync, the mobile app connects you to your CRM functionalities on the go. Use your phone camera and upload photographs directly into the Picture or Photo type fields. Teams can manage the module access using role assignments. Sets up in 2 easy steps. Free 30-day trial. Note: The app is only available for PerfectFit account users.

John Goodhouse Choices Insurance Agency

The PerfectFit CRM transformed my business. The features are exceptional, guiding me towards extraordinary results. The interface is user-friendly, and I am achieving success beyond my expectations.

Get in touch with us

Contact us today to learn more about our innovative AI solutions.

hello@ perfectfitadmin.com

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Phone

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Email

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