Home/Compare/HubSpot CRM vs Perfex CRM
Updated on: November 12, 2019

HubSpot CRM vs Perfex CRM

96%
HubSpot CRM
(2830 Ratings)
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HubSpot CRM
(2830 Ratings)
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Overview

Summary

A forever-free customer relationship management software that provides solution to all your CRM needs. HubSpot CRM automates the tasks for your sales people which allows more work with less data entry. The interactions are tracked down automatically and a separate visual dashboard displays deals for total visibility. Now handle upto 1,000,000 contacts, users and storage without any expiration date all of it without paying a penny. With Hubspot CRM, you can also send emails in a personalized sequence which is delivered as per the schedule you set. Get notified whenever any lead opens your email so that you know how to follow-up with that particular lead. ..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

Cambridge, MA / +1.888.482.7768

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

  • All features of HubSpot CRM
  • Live chat
  • Conversational bots - Limited features
  • Team email
  • Conversations inbox - 1 inbox
  • Calling - 15 minutes
  • Email scheduling
  • Email tracking & notifications - 200 notifications
  • Email templates - 5 templates
  • Canned snippets - 5 snippets
  • Documents - 5 documents
  • Meeting scheduling - 1 personal meetings link
  • Reporting dashboards - Standard sales reports 1 dashboard
  • Deal pipeline - 1 deal pipeline
Starter
$35 /Month

Features

  • HubSpot CRM plus:

STREAMLINE YOUR OUTREACH

  • Email tracking & notifications
  • Email sequences
  • Calling

CONNECT WITH PROSPECTS ON THEIR TERMS

  • Live chat
  • Meeting scheduling
  • Email scheduling

TRACK, ITERATE & IMPROVE

  • Deal pipeline
  • Rep productivity performance
Professional
$280 /Month

Features

  • Starter plus:

AUTOMATE YOUR SALES PROCESS

  • Deal stage, task, and lead rotation automation
  • Workflow extensions

PERSONALIZE YOUR OUTREACH AT SCALE

  • 1:1 video creation
  • Sequence queues
  • Quotes

KEEP YOUR DATA ORGANIZED

  • Products
  • Teams
  • Salesforce integration
  • Multiple currencies
  • Required fields
Enterprise
$840 /Month

Features

  • Professional plus:

COACH & ENABLE AT SCALE

  • Playbooks
  • Goals
  • Call transcription
  • Calculated properties
  • Predictive lead scoring

CLOSE MORE DEALS, FASTER

  • Quote-based workflows
  • eSignature
  • Recurring revenue tracking

MANAGE YOUR GROWING TEAM

  • User roles
  • Single sign-on
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

View 11 screenshot(s)
View 6 screenshot(s)

INTEGRATIONS

  • WordPress
    NA