Insightly vs Perfex CRM Comparison

Remove All ADD PRODUCT Insightly Perfex CRM monday.com	94% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Insightly CRM Software (1663 Ratings)	82% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Perfex CRM CRM Software	95% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove monday.com Project Management Software (5912 Ratings)
Visit Website	Visit Website	Try for Free

ADD PRODUCT	94% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Insightly CRM Software (1663 Ratings)	82% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Perfex CRM CRM Software	95% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove monday.com Project Management Software (5912 Ratings)
Visit Website	Visit Website	Try for Free

Overview

Summary

Insightly is a powerful CRM tool for capturing and managing leads in every aspect of a sales process. Insightly gives you the power of complete contact management and can track the relevant lead information from emails. One can upload files straight from Dropbox, Box, Google Drive, Microsoft OneDrive and Insightly online without any upsets and conveniently. The inbuilt project management system helps you continuously monitor the workflow and publish at the right time. Unquestionably, this tool fits in different sectors like accounting, construction, education, health, real estate and many more. ..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 / +1 888-999-4039

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
	Plus (CRM) $29 /User/Month Features Lead management Automatic duplicate detection Mass emailing Email templates Visualize leads with kanban Web to lead capture Automatic social profile enrichment Contact and organization management Task and event management Relationship linking Attach files from cloud storage Opportunity management Customizable sales processes Apply task and event activity sets Assign sales teams Batch update records with ease Native Android and iOS mobile apps Real-time mobile data synchronization Mobile business card scanning: 15 Mobile contact and calendar integration Mobile voice notes Integrated project management Milestones and associated task tracking Calendar synchronization Configurable project processes Convert won opportunities to projects Built-in business intelligence dashboards Configurable reports Customized report scheduling and emailing Integration with Google G-Suite Login, Calendar, and Docs Integration with Microsoft Office 365 Login, Calendar, and OneDrive Slack integration with AI bot Insightly Outlook add-on Insightly Gmail add-on Roles and permissions: 2 Configurable profiles and page layouts: 2 Over 250 integrations to business apps Published web services API Calendar sync Contact sync Gmail integration Outlook integration Cloud file storage integration Standard support plan Professional (CRM) $49 /User/Month Features Includes features of Plus plan, plus Lead assignment and routing Schedule outbound emails Mobile business card scanning: 25 Customizable real-time insight cards: 100 Build and share customized BI dashboards Complete workflow automation Custom object creation Roles and permissions: Unlimited Configurable profiles and page layouts: Unlimited Configurable webhooks Configurable outbound webhooks Customized Support & Services Plan (additional pricing) Professional services (additional pricing) Developer API support (additional pricing) Enterprise (CRM) $99 /User/Month Features Includes features of Professional plan, plus Mobile business card scanning: 50 Customizable real-time insight cards: Unlimited Products, Price Books and Quotes Custom validation rules Calculated fields on any object Deploy custom apps on any platform Lambda function authoring and execution Dynamic page layout rules Schedule serverless lambda functions Plus (Marketing) $299 /Month Features Email marketing Mobile optimized content creation Dynamic list segmentation External form tracking Hosted forms: 10 Hosted landing pages: 10 Journey builder Lead nurturing Lead de-duplication Lead scoring and grading Real-time CRM connector Automation rules: 10 Built-in business intelligence dashboards Configurable reports Customized report scheduling and emailing Roles and permissions: 2 Configurable profiles and page layouts: 2 File hosting: 100 MB Integration with Google G-Suite login Integration with Microsoft Office 365 login Standard support plan Professional (Marketing) $599 /Month $599 per Month billed Annually Features Includes features of Plus (Marketing) plan, plus Email client rendering preview (additional cost) Hosted forms : 50 Hosted landing pages : 50 Advanced prospect tracking Analytics tracking domains : 3 Automation rules : 50 Customizable real-time insight cards : 100 Build and share customized BI dashboards Advanced email analytics Website traffic analysis Custom object creation Configurable webhooks Roles and permissions : Unlimited Configurable profiles and page layouts : Unlimited File hosting : 500 MB Customized Support and Service Plans (additional cost) Enterprise (Marketing) $1299 /Month $1299 per Month billed Annually Features Includes features of Professional (Marketing) plan, plus Email client rendering preview Hosted forms : Unlimited Hosted landing pages : Unlimited Multiple scoring categories Event based segmentation Custom event triggering and reporting Analytics tracking domains : 20 Automation rules : 100 Customizable real-time insight cards : Unlimited Calculated fields Custom validation rules Lambda function authoring and execution Dynamic page layout rules File hosting : 10 GB SAML 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 : $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

Insightly vs Perfex CRM

Overview

Features

TECHNICAL DETAILS

Pricing

SCREENSHOTS

INTEGRATIONS

ALTERNATIVES