HourBank demo

A read-only preview of HourBank inside Perfex CRM, with fictional clients and six months of history.

The staff view

The dashboard, the list of retainers, one retainer with its billing cycles, hours history and hour batches, plans and packs, reports, the AI screens and the settings.

The client area

What a client sees: hours left, the burn-down chart, where the hours went, statements, buying and requesting hours.

Documentation

Every screen explained step by step, with screenshots.

This preview is made of snapshots of the real demo, so buttons that save data are switched off. All names, companies and numbers are fictional. The data shown is as of 23 October 2026.