Insightly vs Perfex CRM Comparison

Remove All ADD PRODUCT Insightly Perfex CRM	81% Insightly (188 Ratings)	57% Perfex CRM
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ADD PRODUCT	81% Remove Insightly (188 Ratings)	57% Remove Perfex CRM
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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. ..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 Francisco, CA / +1 888 999-4039

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 Free for 2 users Plus (CRM) $35 /User/Month Features Record limit : 100000 File storage : 10 GB Records per import : 25000 Mass email (emails per day) : 2500 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) $59 /User/Month Features Record limit : 250000 File storage : 100 GB Records per import : 50000 Mass email (emails per day) : 5000 Includes features of Plus plan, plus Lead assignment and routing Schedule outbound emails Integrated phone dialer and call logging (additional cost) Automatic call analysis and reporting (additional cost) 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 and Services Plan (additional cost) Professional services (additional cost) Developer API support (additional cost) Enterprise (CRM) $129 /User/Month Features Record limit : Unlimited File storage : Unlimited Records per import : 50000 Mass email (emails per day) : 10000 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 10000 contacts included 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 Bundle Pack Custom The software offers CRM and Marketing automation together on basis of request. 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

Insightly vs Perfex CRM

Overview

Features

TECHNICAL DETAILS

Pricing

SCREENSHOTS

INTEGRATIONS