About Company

Perfex is a Customer Relationship Management (CRM) system that is aimed at small businesses and freelancers. It provides users with project management features, such as the ability to track expenses and time spent on tasks, and bill their customers. It also allows users to assign tasks and track logged time, as well as 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 users to insert tables, images, YouTube videos, and more. Lead management is possible and is helped using kanban layouts. Users can also automatically import leads from emails. On top of all this, the system provides users with features for managing expenses and payments, including automatic reports after each PayPal payment, task management, contract management, surveys, goal

Pricing of Perfex CRM

Perfex CRM

USD 59

Regular License

USD 0

  • $59 (6 months support)
  • $79.25 (12 months support)
  • $295 (6 months support)
  • $396.25 (12 months support)
  • Project Management Tool
  • One Click Invoice Creation
  • Create Estimates
  • Proposals
  • Leads Management
  • Record Expenses
  • Record Payments
  • Support System
  • Knowledge Base for Customers and Staff Members
  • Built-in Staff Tasks
  • Manage Contracts
  • Send Surveys to Leads and Customers
  • Calendar
  • Company Newsfeed
  • Goals Tracking
  • Additional Custom Fields
  • Reports for Quick Overview
  • Survey Reports
  • $59 (6 months support)
  • $79.

Key Features of Perfex CRM

  • List Management
  • Customer Support
  • Marketing Automation
  • Project Management
  • Lead Scoring
  • Call Logging
  • Contact Management
  • Quotes (Proposals)
  • Referral Tracking
  • Product Catalog

Specification

Other Categories:

CRM Software, CRM Software For Small Business

Deployment:

Cloud Hosted

Customer Support:

Online (Ticket)

Customization:

No

Languages Support:

English

Who uses Perfex CRM

Personal
Personal
SMEs
SMEs

Company Details

  • Company Name: Perfex CRM
  • Headquarter: Strumica,
  • Website: Visit Website
  • Social Media:

Description

Perfex CRM Video

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Perfex CRM Complete CRM Software Comparisons

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YetiForce CRM Vs Perfex CRM

We know that you are facing difficulty to find the best CRM Software for your organization. As the fastest-growing Software Marketplace, We have examined YetiForce CRM Vs Perfex CRM and prepared an evaluation report based on Pricing, Interface, Deployment type, Integration, Reviews, Features specifications and other crucial aspects. We are helping you by providing the detailed report of YetiForce CRM Vs Perfex CRM based on 30+ factors so that you can make the best decision to automate your Business.

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SalezShark Vs Perfex CRM

We know that you are facing difficulty to find the best CRM Software for your organization. As the fastest-growing Software Marketplace, We have examined SalezShark Vs Perfex CRM and prepared an evaluation report based on Pricing, Interface, Deployment type, Integration, Reviews, Features specifications and other crucial aspects. We are helping you by providing the detailed report of SalezShark Vs Perfex CRM based on 30+ factors so that you can make the best decision to automate your Business.

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Apptivo Vs Perfex CRM

We know that you are facing difficulty to find the best CRM Software for your organization. As the fastest-growing Software Marketplace, We have examined Apptivo Vs Perfex CRM and prepared an evaluation report based on Pricing, Interface, Deployment type, Integration, Reviews, Features specifications and other crucial aspects. We are helping you by providing the detailed report of Apptivo Vs Perfex CRM based on 30+ factors so that you can make the best decision to automate your Business.

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ForceManager Vs Perfex CRM

We know that you are facing difficulty to find the best CRM Software for your organization. As the fastest-growing Software Marketplace, We have examined ForceManager Vs Perfex CRM and prepared an evaluation report based on Pricing, Interface, Deployment type, Integration, Reviews, Features specifications and other crucial aspects. We are helping you by providing the detailed report of ForceManager Vs Perfex CRM based on 30+ factors so that you can make the best decision to automate your Business.

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Perfex CRM Screenshots

FAQ's

Perfex CRM has 1 plans,

  • Perfex CRM USD 59 Regular License

Perfex CRM is the CRM Software Used for the below functionalities

Top 5 Perfex CRM features

  • List Management
  • Customer Support
  • Marketing Automation
  • Project Management
  • Lead Scoring

Perfex CRM provides Online (Ticket) support.

Perfex CRM is not allowing Free Trial.