Home/Compare/Funnel CRM vs Perfex CRM
Updated on: November 28, 2020

Funnel CRM vs Perfex CRM

79% 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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Funnel CRM CRM Software
(12 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
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79% 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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Funnel CRM CRM Software
(12 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
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Overview

Summary

Funnel CRM is a CRM software that helps in tracking leads, managing follow-ups, and closing deals seamlessly. Owing to its simplicity, anyone from a freelancer or an SMB owner can implement a CRM to help them with better conversions. The tool is equipped with a custom contact form builder, which acts as a starting point to collect user data on any desired web page. Once a potential customer’s data is collected, the complete sales funnel gets activated allowing a hassle-free mechanism to follow up and convert them. The modern dashboard allows tracking all leads and persuading them with professionally formatted proposals. To further help in managing the leads, all contacts are stored in a database that grows with your business needs. Unlike other popular CRM software, Funnel allows replying to potential customers directly via mobile phones through its Gmail integration, thereby reducing the overall friction of talking to users. ..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

Portland, Oregon

Strumica, Republic of Macedonia

API

N/A

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

Standard Plan
$10 /Month

$114 billed per year

Features

  • One form
  • Unlimited number of deals
  • Unlimited number of contacts
  • Gmail integration
  • Email Templates
  • Self-hosted forms
  • One User Seat

Add-on: $2 per user

  • Add additional team members to collaborate and track progress
Pro Plan
$39 /Month

$444.6 billed per year

Features

  • Unlimited forms
  • Add additional users
  • Includes features of Standard plan
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

Funnel CRM Screenshots
View 4 screenshot(s)
Perfex CRM Screenshots
View 1 screenshot(s)

INTEGRATIONS

  • Slack
  • Quickbooks
  • Zapier
  • Xero
    NA

ALTERNATIVES

Top alternatives to Funnel CRM

Zoho CRM
Salesforce
SugarCRM
Insightly
bpm’online CRM

Top alternatives to Perfex CRM

SuiteCRM
Zoho CRM
Salesforce
SugarCRM
Insightly