Home/Compare/Follow Up Boss vs Perfex CRM
Updated on: February 18, 2020

Follow Up Boss vs Perfex CRM

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Follow Up Boss
(37 Ratings)
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(37 Ratings)
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Overview

Summary

Follow Up Boss is a CRM Software used by small real-estate business owners to close more deals. The software offers features like Texting, Calling, Email, with templates, Mobile apps and more to track and generate more leads. Respond to a received lead and send notifications to your real estate agents. Engage them to clients and increase your sales opportunities. A 70 percent response rate for new leads is generated. The software integrates with IDX websites, Zapier, MailChimp, Gmail, Google Apps and collects leads from over 200 lead sources. ..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

Features

Call Logging

Contact Management

Customer Support

Lead Scoring

List Management

Marketing Automation

Product Catalog

Project Management

Quotes (Proposals)

Referral Tracking

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

San Francisco, CA / (855) 888-9769

Strumica, Republic of Macedonia

API

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Start
$49 /User/Month

Features

  • All Core CRM Features
  • Two Way Email Sync
  • iPhone + Android App
  • Automated Drip Emails
  • Action Plan Library
  • Round Robin New Leads
  • Smart Lists
  • 2 Months free with annually
Grow
$69 /User/Month

Features

  • All Core CRM Features
  • Company Number
  • Two Way Texting
  • Batch Emailing
  • Email Open & Click Tracking
  • Collaborators
  • Calling $39/User (Optional)
  • 2 Months free with annually
Dominate
$99 /User/Month

Features

  • All Core CRM Features
  • Phone Num. For Every User
  • Inbound Calls and Transfers
  • Call Lists / 1 Click Calling
  • Call Recording
  • Call Reporting
  • Multiple Shared Inboxes
  • 2 Months free with annually
Platform
$1000 /User/Month

Features

  • All Core CRM Features
  • Priority Support
  • Dedicated Success Manager
  • Deep Website Integrations
  • Fully Integrated Calling
  • API Access and Support
  • Teams within Teams
  • 2 Months free with annually
View Price Page
Perfex CRM
$59 Others

1. Regular License :

  • $59 (6 months support)
  • $79.25 (12 months support)

2. Extended License :

  • $325 (6 months support)
  • $437.50 (12 months support)

Features

  • 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
View Price Page

SCREENSHOTS

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