Perfex CRM
Perfex CRM is self-hosted customer relationship management software written in PHP, used by small businesses and agencies to manage leads, customers, projects, invoices and support tickets. On a website it can appear through its client portal or web-to-lead forms that send visitor details into the CRM. As a logged-in application it uses session cookies.
Perfex CRM and the GDPR
Perfex CRM is classified as “Marketing”. On a site that targets European visitors, it must only load after the visitor consents, and it must be listed in your cookie policy.
What Perfex CRM sets and contacts
The cookies of Perfex CRM are not documented in the catalog yet. To see what is actually set on your site, run a free scan.
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