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98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Zoho CRM logo
CRM Software

4.7 44 user ratings

View Details

79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Perfex CRM logo
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Free Forever ➔
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86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Monday CRM logo

Monday CRM

CRM Software

4 1 user ratings

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Overview

Description Zoho CRM helps businesses of all size in maintaining a high standard of customer relations with its feature-rich software. The multichannel support feature lets your reach your customers via any medium, be it phone, live chat, email or through social media. With visitor tracking and email analytics, you can see what your customers are seeing and find opportunities for interaction. With pre-built and customizable KPIs, you can see where your team excels and where they need more training. Zoho CRM’s Blueprint ensures that the same level of attention is given to the right customers, even if the sales team grows. It makes sure that everyone in the team follows the right process. Read more Perfex is a Customer Relationship Management (CRM) system that is aimed at small businesses and freelancers. Project management features let users track expenses and time spent on tasks, and bill their customers. It also provides the ability to assign tasks and track logged time. They can even create one-click invoices, invoices with different taxation and recurring invoices which will be regenerated automatically based on user requirements. Estimates can be converted directly to invoices and customers can view invoices even without any login. Features for creating impressive proposals are also present, including an editor allowing tables, images, YouTube videos and more. Lead management is possible and is helped using kanban layouts and users can automatically import leads from emails. On top of all this, features for managing expenses and payments with automatic reports after each PayPal payment, task management, contract management, surveys, goal tracking, and more are available. Read more ClickUp is a simple, cloud-based collaboration and project management tool created for all user types. With ClickUp, you have all the features needed to help simplify and streamline your processes including sales, marketing, design and development. ClickUp features an agile board view that allows you to monitor every task on your team in one board and assign tasks to various members of the team. Tasks progress can be viewed in form of percentage and can be marked either “resolved” or “in progress” or users can alternatively customize their task progress statuses. A Gantt chart lets you view your tasks in timeline by list or person and automatically add updates in real time. ClickUp organizes task management in a hierarchal manner and allows you to sort tasks according to their priority. This property allows for improved productivity and lets you to structure your projects by assigning tasks to groups and arranging those groups under different categories. The software can be seamlessly integrated to Slack and similar apps through Zapier. The machine learning capability of the software assists project managers give realistic timeframes for completion of projects and lets teams accomplish their tasks before the deadline. Read more Maximize their sales potential with monday sales CRM by monday.com, an innovative sales platform where customization meets efficiency no coding required. Ideal for the dynamic sales professional aiming to transcend traditional CRM boundaries, this tool empowers them to convert ideas and meetings into immediate, actionable tasks, propelling deal advancement with exceptional speed. Harness the power of AI-driven smart email templates that assure impactful correspondence, ensuring them strike the perfect tone with every client interaction. With monday sales CRM's intuitive design, them can effortlessly personalize their CRM experience to suit their unique workflow. The platform’s versatility allows for full customization; edit deal stages, introduce unlimited columns, and manage multiple pipelines simultaneously, tailoring the experience entirely to their business needs. The ability to adapt quickly and efficiently in the ever-evolving sales landscape is paramount, and monday sales CRM places that capability squarely in their hands. Whether you’re a solo entrepreneur or part of a bustling sales team, they’ll find that each feature within monday sales CRM is designed to streamline their process and make their job easier. Step into a world of organized, personalized, and smarter sales management with monday sales CRM. Take charge of their sales strategy and witness their productivity soar as every lead and deal is managed with precision and agility. It's more than just a CRM; it's their partner in sales success. Read more
Pricing Options
  • Free Trial Available
  • Starts at $14.0.
  • Free Trial Not Available
  • Starts at $65.0.
  • Free Trial Available
  • Starts at $7.0. Offers Free-forever and Custom plan.
  • Free Trial Available
  • Starts at $12.0. Offers Custom plan.
SW Score & Breakdown

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    69%
  • Momentum
    71%
  • Popularity
    83%

79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    76%
  • Reviews
    60%
  • Momentum
    65%
  • Popularity
    70%

86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    93%
  • Reviews
    63%
  • Momentum
    68%
  • Popularity
    66%
SaaSworthy Awards # 1 Most Worthy # 5 Highly Rated
Not Available
# 1 Most Worthy # 7 Highly Rated
Not Available

Technical Details

Organization Types Supported
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
Platforms Supported
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
Modes of Support
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
API Support
  • Available
  • NA
  • Available
  • Available

Reviews & Ratings

User Rating
4.7/5 44 user ratings
Not Available
Not Available
4/5 1 user ratings
Rating Distribution
  • Excellent

    72.7%
  • Very Good

    20.5%
  • Average

    6.8%
  • Poor

    0%
  • Terrible

    0%
Not Available
Not Available
  • Excellent

    0%
  • Very Good

    100%
  • Average

    0%
  • Poor

    0%
  • Terrible

    0%
User Sentiments

    Ease of Use, Customizable Interface, Extensive Integrations, Affordable Pricing

    Slow Customer Support, Occasional Software Glitches, Limited Mobile Functionality, Complex Customization

    Not Available

    Customizable Workspaces, Extensive Integrations, User Friendly Interface, Comprehensive Task Management

    Mobile App Performance, Slow Loading Times, Steep Learning Curve, Limited Free Plan Functionality

    Not Available
Review Summary

Zoho CRM receives positive reviews for its user-friendly interface and affordability. Users appreciate its comprehensive features, including lead tracking, contact management, and automation capabilities. However, some users report a steep learning curve and occasional glitches, particularly with advanced features. While customer support receives mixed feedback, Zoho CRM is highly recommended for businesses seeking an all-in-one solution to improve efficiency and customer relationships.

Not Available

Users appreciate ClickUp's user-friendly interface, customization options, and comprehensive features, making it suitable for teams of various sizes and industries. It excels in project management, task tracking, and collaboration. However, some users have experienced occasional technical glitches and limitations in reporting and integrations. Additionally, the pricing structure can be complex for some users. Overall, ClickUp is a popular choice for project management, offering a range of features and customization options, but users should be aware of potential technical issues and pricing complexities.

Not Available
Pros & Cons
  • Feature-rich software for maintaining high customer relations.
  • Multichannel support for reaching customers via various mediums.
  • Visitor tracking and email analytics for identifying interaction opportunities.
  • Pre-built and customizable KPIs for team performance monitoring.
  • Blueprint feature for ensuring consistent customer attention.
  • Occasional glitches reported by users.
  • May lack advanced features compared to higher-priced competitors.
  • Mixed reviews on customer support responsiveness.
  • Integrated CRM and project management tool.
  • Expense and time tracking features for project management.
  • One-click invoicing and automatic recurring invoice generation.
  • Impressive proposal creation capabilities with rich content support.
  • Lead management with kanban layouts and email import.
  • Limited reviews and ratings available.
  • May not offer the same level of advanced features as higher-priced competitors.
Not Available
Not Available
  Read All User Reviews Read All User Reviews

AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Available
  • Starts at $14.0.
  • Free Trial Not Available
  • Starts at $65.0.
  • Free Trial Available
  • Starts at $7.0. Offers Free-forever and Custom plan.
  • Free Trial Available
  • Starts at $12.0. Offers Custom plan.
Pricing Plans
Monthly Plans Annual Plans

Standard $14.00 $20.00 per user / month

Professional $23.00 $35.00 per user / month

Enterprise $40.00 $50.00 per user / month

Ultimate $52.00 $65.00 per user / month

Perfex CRM $65.00 $65.00 Regular License

Free Free

Unlimited $7.00 $10.00 per user / month

Business $12.00 $19.00 per user / month

Enterprise Custom

test $10.00 $12.00 per user / month

Basic CRM $12.00 $15.00 per user / month

Standard CRM $17.00 $20.00 per user / month

Pro CRM $28.00 $33.00 per user / month

Enterprise CRM Custom

 
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Screenshots & Videos

Screenshots Live Chat System
+ 12 More
Proposal Project Management
+ 4 More
Customize board with columns
+ 2 More
Videos Video Thumbnail
+ 3 More
Video Thumbnail
+ 1 More
Video Thumbnail
+ 4 More
Video Thumbnail
+ 2 More

Vendor information

Company Details Located in: Pleasanton, California - 94588 Founded in: 2005 Located in: Strumica, Republic of Macedonia Founded in: 2015 Located in: San Diego, CA Founded in: 2016 Located in: Tel Aviv, Israel
Contact Details

+1 877-834-4428

https://www.zoho.com/crm/

Not available

https://www.perfexcrm.com/

Not available

https://clickup.com/

Not available

https://monday.com/crm

Social Media Handles

Not available

FAQs

What are the key differences between Zoho CRM and Perfex CRM?

Zoho CRM is a comprehensive CRM solution with a wide range of features, while Perfex CRM is a more focused CRM system designed for small businesses and freelancers.

What are the alternative products to Zoho CRM?

The top alternatives to Zoho CRM are Freshsales, HubSpot CRM, Microsoft Dynamics 365 for Sales, Salesforce, and SalesCRM.

Which SaaS products can Zoho CRM integrate with?

Zoho CRM integrates with a wide range of SaaS products, including Leadfeeder, Slack, Box, Zoho Creator, Zoho SalesIQ, Google Sheets, Zoho Desk, Saasu, Zapier, ClickDesk, Zoho Sign, Zoho Projects, PieSync, Knowlarity, GotoMeeting, MailChimp, Adobe Sign, Zoho Expense, DocuSign, Constant Contact, Zoho Campaigns, GetResponse, Front, Dropbox Business, SurveyMonkey, Zoho Survey, QuoteWerks, Quickbooks, PandaDoc, Zoho Books, Zoom, Eventbrite, Xero, Zoho Forms, iQuoteXpress, Zoho Cliq, ActiveCampaign, RingCentral Office, Twilio Flex, Zoho Meeting, Zoho Billing, Unbounce, GoToWebinar, Google Drive, Proposify, Shopify, and Zoho Social.

Which product is better for large-scale CRM management?

Zoho CRM is a better choice for large-scale CRM management, as it offers a wider range of features and integrations.

How do the customization features of these products differ?

Zoho CRM offers more extensive customization options, including custom fields, layouts, and workflows, while Perfex CRM offers a more limited set of customization options.

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