Home/Compare/Follow Up Boss vs Perfex CRM
Updated on: October 28, 2020

Follow Up Boss vs Perfex CRM

87% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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81% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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96% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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87% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
81% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
96% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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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

With monday.com, you can better plan, organize and track your work from one centralized, visual and collaborative work space. It is intuitive and easy to use, which means that your team members can get up and running quicker by just sending them an email. Monday.com prioritizes flexibility to ensure that each team has a workflow that adopts to how they work. Easy onboarding, fast adoption With monday.com, you can plan everything you do in a very visual way, which makes it easier to stay on top of your tasks and not fall behind. You can agiley pivot from one strategy and challenge to the next, while adapting the way you work and your workflows. This solution provides an at a glance overview of the status of your workflows and projects so you can easily track the progress of each of them. To start off, all you have to do is to pick a template and you can then customize it to fit the needs of your company and match the structure of your workflows. ..read more

Features

Budget Management

Call Logging

Contact Management

Customer Support

IT Project Management

Idea Management

Issue Management

Kanban Board

Lead Scoring

List Management

Marketing Automation

Milestone Tracking

Percent-Complete Tracking

Portfolio Management

Product Catalog

Project Management

Project Planning

Project Templates

Quotes (Proposals)

Recurring Task Management

Referral Tracking

Requirement Management

Resource Management

Status Tracking

Task Management

Time & Expense Tracking

Timeline View

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

San Francisco, California / +1 855-888-9769

Strumica, Republic of Macedonia

New York, New York

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

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)
Pro
$499 /User/Month

Features

  • Includes features of Grow plan, plus
  • White Glove CRM Migration
  • Phone Number + Dialer for all
  • Call Lists / 1 Click Calling
  • Call Recording & Reporting
  • Inbound Calls & Shared Inboxes
  • Leaderboard
  • Priority Support + Strategy Calls
Platform
$1000 /User/Month

Features

  • Includes features of Pro plan, plus
  • Priority Support
  • Dedicated Success Manager
  • Deep Website Integrations
  • Fully Integrated Calling
  • API Access and Support
  • Teams within Teams
  • White Glove CRM Migration
View Price Page
Perfex CRM
$59 Others

1. Regular License :

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

2. Extended License :

  • $295 (6 months support)
  • $396.25 (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
Basic
$49 /User/Month

For 5 users, Pricing varies based on number of users upto 200

Features

  • Unlimited free viewers
  • Unlimited boards
  • Over 20 column types
  • iOS and Android apps
  • File storage: 5 GB
  • Activity log: 1 week
  • Whiteboard integration
  • Embed documents
  • Kanban view
  • Embedded forms
  • Dashboards: 1 board per dashboard
  • Two-factor authentication
  • Self-serve knowledge base
  • 24/7 customer support

Standard
$59 /User/Month

For 5 users, Pricing varies based on number of users upto 200

Features

  • Includes features of basic plan, plus
  • File storage: 50 GB
  • Activity log: Unlimited
  • Zoom integration
  • Timeline view
  • Calendar view
  • Share boards with guests: 4 guests billed as 1 user
  • Map view
  • Advanced search
  • Forms customization
  • Integrations: 250 actions/month
  • Automations: 250 actions/month
  • Dashboards: 3 boards per dashboard

Pro
$99 /User/Month

For 5 users, Pricing varies based on number of users upto 200

Features

  • Includes features of Standard plan, plus
  • File storage: Unlimited
  • Share boards with guests: Unlimited
  • Time tracking
  • Chart view
  • Formula column
  • Custom tags
  • Private boards
  • Integrations: 25,000 actions/month
  • Automations: 25,000 actions/month
  • Dashboards: 10 boards per dashboard
  • Google authentication

Enterprise
Custom

For users more than 200

Features

  • Includes features of Pro plan, plus
  • Integrations: 250,000 actions/month
  • Automations: 250,000 actions/month
  • Dashboards: 25 boards per dashboard
  • Single Sign On (Okta, One login, Azure AD, Custom SAML)
  • Audit log
  • Session management
  • HIPAA Compliance
  • 99.9% uptime SLA
  • Advanced account permissions
  • Tailored onboarding
View Price Page

SCREENSHOTS

Follow Up Boss Screenshots
View 1 screenshot(s)
Perfex CRM Screenshots
View 1 screenshot(s)
monday.com Screenshots
View 22 screenshot(s)

INTEGRATIONS

  • Zapier
  • MailChimp
  • SendGrid
    NA
  • Copper (ProsperWorks CRM)
  • Dropbox Business
  • Asana
  • Slack
  • JotForm
  • MailChimp
  • Typeform
  • SurveyMonkey
  • Trello
  • GitHub
  • Todoist
  • Toggl Track
  • GitLab
  • Google Drive
  • Harvest
  • Salesforce
  • Pipedrive
  • Shopify
  • Jira

ALTERNATIVES

Top alternatives to Follow Up Boss

Contactually
Wise Agent
Salesforce
Zoho CRM
SugarCRM

Top alternatives to Perfex CRM

SuiteCRM
Salesforce
Zoho CRM
SugarCRM
Insightly