Home/CRM Software/Insightly vs Perfex CRMUpdated on: February 3, 2023

Compare Insightly vs Perfex CRM

92% 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
Insightly CRM Software (1241 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
96% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
83% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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92% 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

Insightly

CRM Software (1241 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
96% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
83% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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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. ..show 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. ..show more

A CRM software built with intuitive interfaces, clean layouts and a simple user experience to help you manage your customer relations efficiently. An easy to customise software, Pipedrive CRM serves you the way you want to, according to your needs. The software is built around sales pipeline monitoring methodology, which offers a quality visual interface prompting users you to take appropriate action, stay organised and monitor challenging sales process. The email integration feature connects automatically to the contacts and displays everything that’s happening with a particular prospect at one place. ..show more

Customer relationship management (CRM) can be summarised at its most basic level as the activity of managing contacts with customers and potential customers in order to boost sales and customer satisfaction. It also has the impact of improving the company's customer and market reputation. Companies used spreadsheets and lists to manage this process a few decades ago. CRM technology began to evolve in the early 1980s, with the advent of database marketing and the first contact management system. Without any development expertise, you can easily customise your CRM to work for you. You can edit deal stages, add as many columns as you like, manage many pipelines at the same time, and more. Integrate your email to communicate with your connections more effectively. Save time by automatically logging sent emails, keeping track of conversations, and using custom email templates. Receive automatic notifications when a lead opens or responds to an email so you can follow up at the appropriate moment. ..show more

Features

Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services

Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.

List Management Enables management of multiple lists and communications with them

Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI

Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.

Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity

Referral Tracking Track and manage your referred customers.

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

Tel Aviv, Israel

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

billed Yearly

Features

  • Lead management
  • Automated, customized emails
  • Email templates
  • Web-to-lead capture
  • Kanban view
  • Native Marketing and Service integration
  • Real-time connector to Marketing
  • Contact and organization management
  • Opportunity management
  • Customizable sales processes
  • Task management
  • Relationship linking: contacts, organizations
  • Batch update records
  • Attach files from the cloud
  • Insightly mobile app
  • Real-time data synchronization
  • Mobile business card scanning
  • Mobile contact and calendar integration
  • Mobile voice notes
  • Built-in business intelligence dashboards
  • Configurable, customizable reports
  • Convert won opportunities to projects
  • Native project management
  • Configurable, automated workflows
  • Google, MS 365 integrations
  • PandaDoc, QBO, and Xero integrations
  • Role-based permissions: 2
  • Configurable profiles/page layouts: 2
  • Custom fields: 50
  • REST public API
Professional (CRM)
$49 /User/Month

billed Yearly

Features

  • Includes features of Plus plan, plus
  • Lead assignment and routing
  • Schedule outbound emails
  • Custom queues
  • Customizable, real-time insight cards: 100
  • Role-based permissions: Unlimited
  • Configurable profiles/page layouts: Unlimited
  • Custom page layouts
  • Custom fields: 100
  • Webhooks
  • Complete workflow automation
  • Custom objects
  • Supports AppConnect low-code, no-code integration
Enterprise (CRM)
$99 /User/Month

billed Yearly

Features

  • Includes features of Professional plan, plus
  • Customizable real-time insight cards: Unlimited
  • Custom fields: 200
  • Comprehensive audit logging
  • Field-based permissions
  • Calculated fields
  • Products, pricebooks, and quotes
  • Custom validation rules
  • AWS lambda authoring and execution
  • SAML and SCIM single-sign on
Plus (Marketing)
$99 /Month

billed Yearly

Record limit: 100,000

Features

  • Marketing prospects included: 2000
  • Monthly email send volume: 5x prospects purchased
  • Email marketing automation
  • Journey builder
  • Email health reporting
  • Dynamic list segmentation
  • Hosted files
  • Hosted forms: 10
  • Hosted landing pages: 10
  • Preview email before sending
  • A/B email testing
  • Email and landing page designer
  • Prospect scoring
  • Native CRM and Service integration
  • Real-time CRM connector
  • Webinar integration
  • Behavioral marketing analytics and automation
  • REST API
  • Built-in business intelligence dashboards
  • Configurable, customizable reports
  • Role-based permissions: 2
  • Configurable profiles and page layouts: 2
  • Custom fields: 50
Professional (Marketing)
$499 /Month

billed Yearly

Record limit: 250,000

Features

  • Marketing prospects included: 10,000
  • Monthly email send volume: 10x prospects purchased
  • Includes features of Plus (Marketing) plan, plus
  • Hosted forms : 50
  • Hosted landing pages : 50
  • Multivariate email testing
  • Prospect profiles and grading
  • Advanced prospect tracking
  • Analytics tracking domains: 3
  • Webhooks
  • Customizable, real-time insight cards: 100
  • Role-based permissions: Unlimited
  • Configurable profiles and page layouts: Unlimited
  • Custom fields: 100
  • Custom objects
  • Zoom webinar registration
  • Supports AppConnect low-code, no-code integration
Enterprise (Marketing)
$999 /Month

billed Yearly

Unlimited records

Features

  • Marketing prospects included: 20,000
  • Monthly email send volume: 15x prospects purchased
  • Includes features of Professional (Marketing) plan, plus
  • Hosted forms : Unlimited
  • Hosted landing pages : Unlimited
  • Comprehensive audit logging
  • Analytics tracking domains: 20
  • AWS lambda authoring and execution
  • Customizable, real-time insight cards: Unlimited
  • Custom fields: 200
  • SAML and SCIM single-sign on
  • Calculated fields
  • Custom validation rules
Insightly AppConnect
$249 /Month

25K Plan : $249 per Account per Month billed Yearly

  • 25,000 tasks per month

100K Plan : $799 per Account per Month billed Yearly

  • 100,000 tasks per month

500K Plan : $3,499 per Account per Month billed Yearly

  • 500,000 tasks per month

Features

  • Hundreds of App Connectors
  • Speed and Simplicity
  • Scalable and Secure
  • Additional 25,000 tasks per month: $249
  • Required onboarding: $2500
Plus (Service)
$29 /User/Month

billed Yearly

Features

  • Comprehensive ticket editor
  • Ticket auto-assignment
  • Ticket email auto-response
  • Escalation rules and queues
  • Knowledge base
  • SLA tracking and management
  • Web-to-object and ticket
  • Configurable email settings
  • Built-in business intelligence dashboards
  • Configurable, customizable reports
  • Create new opptys and tasks from existing tickets
  • Role-based permissions: 2
  • Configurable roles and page layouts: 2
  • Email templates
  • Custom fields
  • public API
  • Macros
Professional (Service)
$49 /User/Month

billed Yearly

Features

  • Includes features of Plus plan, plus
  • Configurable roles and page layouts: Unlimited
  • Custom ticket automations
  • Portal customization
  • Custom objects
  • Custom queues
  • Supports AppConnect low-code, no-code integration
Enterprise (Service)
$99 /User/Month

billed Yearly

Features

  • Includes features of Professional plan, plus
  • Comprehensive audit logging
  • Role-based permissions: Unlimited
  • Custom validation rules
  • Calculated fields
  • Unlimited brands and portals
  • AWS lambda authoring and execution
  • SAML and SCIM single-sign on
Plus (Insightly All-in-One)
$349 /Month

billed Yearly

  • Insightly CRM – Plus
  • Insightly Marketing – Plus
  • Insightly Service – Plus
  • Insightly AppConnect – 25k

Add-ons

  • CRM users: 2 users included
  • Additional CRM Users: $29 per User per Month
  • Marketing prospects: 2,000 prospects included
  • Additional Marketing prospects: Up to 100,000
  • Service agents: 2 agents included
  • Additional Service agents: $29 per User per Month
  • AppConnect onboarding – required: $2500
  • Guided product onboarding – required: $1500
  • Premier Success Program – required: 20% of license ($3,000 minimum annually)
Professional (Insightly All-in-One)
$899 /Month

billed Yearly

  • Insightly CRM – Professional
  • Insightly Marketing – Professional
  • Insightly Service – Professional
  • Insightly AppConnect – 25k

Add-ons

  • CRM users: 5 users included
  • Additional CRM Users: $49 per User per Month
  • Marketing prospects: 10,000 prospects included
  • Additional Marketing prospects: Up to 250,000
  • Service agents: 5 agents included
  • Additional Service agents: $49 per User per Month
  • AppConnect onboarding – required: $2500
  • Guided product onboarding – required: $1500
  • Premier Success Program – required: 20% of license ($3,000 minimum annually)
Enterprise (Insightly All-in-One)
$2599 /Month

billed Yearly

  • Insightly CRM – Enterprise
  • Insightly Marketing – Enterprise
  • Insightly Service – Enterprise
  • Insightly AppConnect – 100k

Add-ons

  • CRM users: 10 users included
  • Additional CRM Users: $99 per User per Month
  • Marketing prospects: 20,000 prospects included
  • Additional Marketing prospects: Up to 1,000,000
  • Service agents: 10 agents included
  • Additional Service agents: $99 per User per Month
  • AppConnect onboarding – required: $2500
  • Guided product onboarding – required: $1500
  • Premier Success Program – required: 20% of license ($3,000 minimum annually)
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
Essential
$11.9 /User/Month

Get organized and set up simple sales processes

Features

  • Lead, deal, calendar and pipeline management
  • Simple data import and easy customization
  • 24/7 support and 300+ integrations
Advanced
$24.9 /User/Month

Scale quickly using easy-to-use email and automation

Features

  • Includes features of Essential plan, plus
  • Full email sync with templates and scheduling
  • Group emailing plus open and click tracking
  • Workflow builder with triggered automations
Professional
$49.9 /User/Month

Everything you need to boost performance and revenue

Features

  • Includes features of Advanced plan, plus
  • Create, manage and eSign documents and contracts
  • Revenue projections, forecasts and enhanced custom reporting
Enterprise
$74.9 /User/Month

Customize without limits and access unrivaled support

Features

  • Includes features of Professional plan, plus
  • Unlimited user permission and visibility settings
  • Additional and heightened security preferences
  • Implementation program and phone support
  • No feature usage limits
View Price Page
Individual CRM
Free

Upto 2 seats

Store and visualize your own contacts

Features

  • Up to 2 team members
  • Up to 1,000 contacts
  • Web forms to capture leads
Basic CRM
$12.5 /User/Month

For 3 Seats

  • $30 per Month billed Yearly
  • $37.5 per Month billed Mothly

Organize all your team’s leads, contacts, & deals

Features

  • Unlimited customizable pipelines
  • Unlimited contacts
  • Unlimited boards
  • Templates for lead, contact & deal management
  • iOS & Android apps
  • Unlimited free viewers
  • Create a dashboard based on 1 board

Based upon the Number of Seats, the pricing plan varies.

Standard CRM
$17 /User/Month

For 3 Seats

  • $42 per Month billed Yearly
  • $51 per Month billed Monthly

Automate sales processes and streamline communication

Features

  • Advanced account, contact, & deal management
  • 2-way email integration with Gmail and Outlook
  • Activity management
  • Quotes & invoices
  • Merge duplicate data
  • Custom CRM automations (250 actions per month)
  • Custom CRM integrations (250 actions per month)
  • Create a dashboard that combines 5 boards

Based upon the Number of Seats, the pricing plan varies.

Pro CRM
$30 /User/Month

For 3 Seats

  • $72 per Month billed Yearly
  • $90 per Month billed Monthly

Gain insights into your entire sales cycle and forecasting

Features

  • Sales forecasting
  • Email tracking & automations
  • Google Calendar sync
  • Sales analytics
  • Customizable email signatures
  • Custom CRM automations (25,000 actions per month)
  • Custom CRM integrations (25,000 actions per month)
  • Create a dashboard that combines 10 boards

Based upon the Number of Seats, the pricing plan varies.

Enterprise CRM
Custom

Manage pre- to post-sales with enterprise-level features

Features

  • Lead scoring
  • Team goals
  • Advanced analytics (dashboards up to 50 boards)
  • Account management
  • Documents for sales
  • Enterprise-scale automations & integrations
  • Enterprise-grade security & governance
  • Multi-level permissions
  • HIPAA Compliance
View Price Page

SCREENSHOTS

Insightly Screenshots
View 9 screenshot(s)
Perfex CRM Screenshots
View 1 screenshot(s)
Pipedrive Screenshots
View 5 screenshot(s)
monday sales CRM by monday.com Screenshots
View 3 screenshot(s)

INTEGRATIONS

  • Gmail
  • Google Calendar
  • Slack
  • Hubstaff
  • MailChimp
  • Evernote
  • Everhour
  • Google Drive
  • TimeCamp
  • Quickbooks
  • PandaDoc
  • SupportBee
  • Zapier
  • Automate.io
  • PieSync
  • Quote Roller
  • Xero
    NA
  • Intercom
  • Gmail
  • Microsoft Teams
  • Asana
  • Slack
  • Trello
  • Google Drive
  • HubSpot CRM
  • Google Meet
  • PandaDoc
  • Quickbooks
  • Zapier
  • Zoom
  • MailChimp

ALTERNATIVES

Top alternatives to Insightly

Nutshell Apps
Nutshell Apps
Freshsales
Freshsales
Zoho CRM
Zoho CRM
Zoho Books
Zoho Books
Monday Hero
Monday Hero

Top alternatives to Perfex CRM

Salesforce
Salesforce
Trello
Trello
SuiteCRM
SuiteCRM
Zoho CRM
Zoho CRM
Pipedrive
Pipedrive