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Updated on: November 28, 2020

Microsoft Dynamics 365 for Sales vs Perfex CRM

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87% 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

Dynamics CRM is a powerful software with a number of tools that help in making the customer-facing functions of business easier. Microsoft Dynamics CRM delivers a wide range of CRM via five individual apps - Customer Service, Sales, Field Service, Marketing, Project Service Automation that work in integration. It aims at centralizing customer informations, automating marketing informations, tracking sales opportunities, analyzing data and enabling a responsive customer service. All of these functions ensure that you are never out on any growth opportunity by maximizing your business relationships. ..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

Redmond, Washington

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

Dynamics 365 Sales Professional
$65 /User/Month

Features

  • Unlimited users
  • Lead and opportunity management
  • Marketing lists and quick campaigns
  • Products, price lists, and product bundles
  • Quotes, orders, and invoices
  • CPQ and data enrichment solution discovery
  • Live org charts
  • Business card scanner(Add-on)
  • Product taxonomy, relationships, and hierarchies
  • Cases
  • Microsoft Office 365 integration: (Outlook, Exchange, Excel, Teams, OneDrive / SharePoint, OneNote)
  • Export to Excel, advanced analytics with separate Power BI license
  • Real-time sales reports and dashboards
  • Application customizations: Limited
Dynamics 365 Sales Enterprise
$95 /User/Month

Features

  • Forecasting
  • Sales playbooks
  • Business card scanner
  • Competitors, sales goals, and territory management
  • Partner relationship management
  • Gamification
  • Knowledge management
  • Portals
  • Application customizations
  • Custom applications
  • Workflow automation
  • Assistant (base cards)
  • Assistant (within Dynamics 365 Sales)
  • Email intelligence (email engagement and email capture)
  • Predictive forecasting
  • Pipeline intelligence
  • Predictive scoring
  • Relationship analytics
  • Connection insights (who knows whom and talking points)
  • Notes analysis
  • Assistant (custom cards)
  • Assistant customization
  • Call transcription
  • Keyword, sentiment, and emotion analysis
  • Competitive products and brand analysis
  • Pipeline analysis
  • Seller behavior and top seller analysis
  • Coaching tools
  • Personalized seller dashboards
Microsoft Relationship Sales
$162 /User/Month

Features

  • Requires a 10-seat minimum
  • Embedded Sales Navigator in Dynamics 365 Sales
  • Activity sync from Sales Navigator
  • Accounts, leads, and contacts saved to Sales Navigator
  • PointDrive
Dynamics 365 Sales Insights
$50 /User/Month

Features

  • Includes 3 hours/user/month of conversation intelligence
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

Microsoft Dynamics 365 for Sales Screenshots
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Perfex CRM Screenshots
View 1 screenshot(s)

ALTERNATIVES

Top alternatives to Microsoft Dynamics 365 for Sales

Zoho CRM
Salesforce
SugarCRM
Insightly
bpm’online CRM

Top alternatives to Perfex CRM

SuiteCRM
Zoho CRM
Salesforce
SugarCRM
Insightly