Home/Compare/Freshsales vs Perfex CRM
Updated on: December 4, 2020

Freshsales vs Perfex CRM

Remove
Freshsales CRM Software
(1349 Ratings)
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
Visit Website Visit Website
ADD PRODUCT
Remove
Freshsales CRM Software
(1349 Ratings)
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
Visit Website Visit Website

Overview

Summary

A software designed to meet the CRM needs of all types of businesses with its powerful features and tools which handles your customers and potential leads to make sure your business grows faster and better than your competitors. With its 360-degree customer view, you can get full access to your customer’s profile, identify their touchpoints and other details from one single screen. The lead scoring feature enables your user to prioritize the leads on the basis of its potential, so that they can figure out how to follow-up with each particular lead. Freshsales also lets you divide and group your sales team based on geographic locations, deal size, industry, etc. ..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 Mateo, California / +1 650 513 0514

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

Free
Free

Features

  • Contacts
  • Phone & Chat
  • 24x5 support
Growth
$29 /User/Month

$29 per User per Month billed Yearly

Features

  • 1,000 Active Contacts
  • Contact, Account, & Deal management
  • Contact Lifecycle Stages
  • Live Chat & Facebook Messenger
  • Web Forms
  • Website Tracking
  • Built-in Phone & Email
  • 2-way Email Sync & Team Inbox
  • Predictive Contact Scoring FREDDY
  • 1 Custom Domain
  • Lists and Segments
  • Drag-and-drop Journey Builder
  • 5 Active Marketing Journeys
  • Visual Sales Pipeline
  • Collaboration with Slack
  • 20 Workflows
  • 5 Sales Sequences
  • Custom Reports & Dashboards
  • Migration from other CRMs
  • Mobile App
  • Freshdesk Integration
  • Freshworks Marketplace
Pro
$69 /User/Month

$69 per User per Month billed Yearly

Features

  • Everything in Growth, plus
  • 3,000 Active Contacts
  • Lead Gen Bot FREDDY
  • Answer Bot FREDDY
  • WhatsApp & Apple Business Chat
  • Conference Calling
  • Smart Matches FREDDY
  • Offline Events
  • 10 Custom Domains
  • Advanced Custom Fields
  • Behavioral Segmentation
  • 20 Active Marketing Journeys
  • Marketing Reply Tracking
  • 10 Multiple Sales Pipelines
  • Deal Insights FREDDY
  • Product Catalog
  • 50 Workflows
  • 10 Sales Sequences
  • 50 Custom Roles
  • Territory Management
  • Sales Teams
  • Sales Goals
  • Offline Mode on Mobile App
Enterprise
$125 /User/Month

Features

  • Everything in Pro, plus
  • 5,000 Active Contacts
  • Auto-profile Enrichment
  • Call Recording Opt-in & Opt-out
  • Queue Callback (Virtual Hold)
  • Holiday Routing
  • 25 Custom Domains
  • Custom Sales Activities
  • 10 Custom Modules
  • Field-level Permissions
  • Deal Teams
  • Audit Logs
  • 100 Active Marketing Journeys
  • Marketing Transactional Emails
  • Sales Forecasting
  • Forecasting Insights FREDDY
  • 100 Workflows
  • 25 Sales Sequences
  • 100 Custom Roles
  • Advanced Metrics
  • Dedicated Account Manager
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

SCREENSHOTS

Freshsales Screenshots
View 7 screenshot(s)
Perfex CRM Screenshots
View 1 screenshot(s)

INTEGRATIONS

  • Freshchat
  • Freshdesk
  • Freshcaller
  • Segment
  • MailChimp
  • Freshconnect
    NA

ALTERNATIVES

Top alternatives to Freshsales

HubSpot CRM
Salesforce
Pipedrive
Zoho CRM
SugarCRM

Top alternatives to Perfex CRM

SuiteCRM
Salesforce
Zoho CRM
SugarCRM
Insightly