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
Integrated CRM and Project Management Tool
25% 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
Featured
94% 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
94% 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 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
Pricing
SW Score Breakdown
Platforms Supported
Organization Types Supported
API Support
Modes of Support
Unique Features
AI Assistant
AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.Advanced Automation
Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.Omnichannel Customer Engagement
Unified management of customer interactions across multiple channels, including web, mobile, and social media.Predictive Analytics
Advanced analytics for predicting customer behavior and sales opportunitiesIoT Integration
Leveraging Internet of Things devices for enhanced data collection and analysisCustomization
Helps to customize the system for use in industry-specific use casesStandard Features
Quotes (Proposals)
Create effective sales proposals by generating multiple quotes per opportunityList Management
Enables management of multiple lists and communications with themCustomer Support
Ensures after-sales interactions with your customers and solve queries related to your products and servicesMarketing Automation
Develop customer relationships, automate marketing programs and measure your marketing ROIProject Management
Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.Contact Management
Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.Real-time Data Sync
Allows to synchronize with other systems for up-to-date information across platformsDedicated Phone Line Integration
Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call trackingCustomer Segmentation
Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leadsOpportunity Management
Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.Sales Force Automation
Streamlined management of the sales cycle from lead to closeTerritory Management
Helps to assign, manage sales territories and conveniently track their progressReporting (Analytics)
Provides insightful reports and important business metrics to track and measure the outcomes and progress.Order Management
Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic wayCollaboration Tools
Interactive tools meant to make the application highly collaborative and encourage teamworkLead Management
A systemized and organized way of managing all your leads and their conversation.Referral Tracking
Track and manage your referred customers.Lead Scoring
Lets you manage your prospective leads by scoring them on the basis of their response.Product Catalog
Lets your sales representatives, as well as customers, view details and prices of each product.Call Logging
Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.Document Management
Ability to store and manage various information and documents in electronic format.Free Trial
Not available
Perfex CRM $65.00 $65.00 Regular License
1. Regular License :
2. Extended License :
Features
Screenshots of Vendor Pricing Page
Learn more about Perfex CRM Pricing
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
Featured
74% 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
93% 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
88% 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
75% 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
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
77% 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
88% 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
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
75% 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 - Upgr...
Perfex CRM - Inst...
Proposal
What is Perfex CRM used for?
Perfex CRM is CRM Software. Perfex CRM offers the following functionalities:
Learn more about Perfex CRM features.
What are the top alternatives for Perfex CRM?
Here`s a list of the best alternatives for Perfex CRM:
Does Perfex CRM provide API?
No, Perfex CRM does not provide API.
what is CRM ?
Hello Dummy Question
This is a sample dummy paragraph used for testing purposes. It helps in checking layout, font style, and hyperlink behavior on a web page. For example, you can visit OpenAI’s website to explore more about artificial intelligence and its applications.
Vendor Details
Strumica, Republic of Macedonia Founded : 2015Social Media Handles
This research is curated from diverse authoritative sources; feel free to share your feedback at feedback@saasworthy.com
Looking for the right SaaS
We can help you choose the best SaaS for your specific requirements. Our in-house experts will assist you with their hand-picked recommendations.
Want more customers?
Our experts will research about your product and list it on SaaSworthy for FREE.
