79% SW Score 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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88% SW Score 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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90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Close
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94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more HubSpot CRM
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Description | 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 | In an age where efficiency is key to business success, ClientTether champions the franchising world with its powerhouse franchise management software. Designed to catapult FranDev and unit operations to stellar heights, it's the silent champion working tirelessly behind the scenes to double the sales effortlessly. Imagine stepping into a realm of unmatched sales growth, bolstered by the most advanced automation tools that make competitors pale in comparison. Instantaneous responses to leads? Yes, within a jaw-dropping 30 seconds. Comprehensive lead management that sings in harmony with the CRM? Absolutely. And there's more — dashboards that paint a clear picture of the lead sources, marketing funnels that are not just funnels but thrilling customer journeys, and communication touchpoints so personalized they'll think you're telepathic. Seal the deal faster with integrated e-signatures, seamless payment facilitation, and meticulous proposal management. Then watch the reputation soar as ClientTether helps automate online review procurement, launches new service promotions, and deftly manages referral requests with precision. Keep the treasured clients coming back for more with automated campaigns and loyalty programs designed to captivate and retain. With ClientTether, the franchise is set to rise above the fray, commanding attention in the crowded franchise landscape with a customer service revolution. Read more | Close is a CRM platform popular among salespeople which provides a sales workflow, ultimately used to close deals. Close gives you an overview of activities relating to your sales, bringing items to your attention according to their level of priority. It has a simple UI with a beautiful timeline view where every member of the sales team has complete access to every detail of the sales process. Close has features like built-in calling and SMS to let you reach your contacts quicker, an e-mail tool that lets you send e-mail sequences to specified contacts quicker and a powerful search engine that provides you with results at amazing speed. Additionally, Close provides an actionable report system, helping you measure team performance. Call automation, predictive dialing, bulk email and email sequences – Close handles them all. Close is can be integrated to other tools like Zapier, Zendesk to ensure users get the most out of its features. Read more | 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 |
Pricing Options |
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SW Score & Breakdown |
79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
94% SW Score 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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SaaSworthy Awards |
Not Available
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# 15 Fastest Growing | # 14 Most Popular # 6 Fastest Growing | # 4 Highly Rated # 2 Fastest Growing |
Total Features |
6 Features
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21 Features
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23 Features
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27 Features
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Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Unique Features |
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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API Support |
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User Rating |
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Rating Distribution |
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User Sentiments |
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User-friendly Interface, Lead Management & Organization, Email Automation & Templates, Built-in Calling & SMS Reporting & Analytics limitations, Mobile App Functionality, Occasional Software Glitches & Crashes, Limited Integrations |
User Friendly Interface, Extensive Integrations, Email Tracking, Task Management High Pricing, Limited Customization, Occasional Software Glitches, Complex Workflows |
Review Summary |
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Overall, users praise Close for its user-friendly interface, ease of use, and robust sales pipeline management capabilities. They appreciate the customizable features, automation tools, and integrations with other business applications. Close is also commended for its excellent customer support and onboarding process. However, some users have expressed concerns about occasional bugs and glitches, limited reporting options, and the need for more advanced features. Additionally, a few users have mentioned that the learning curve can be steep for those new to sales CRMs. |
Overall, users praise HubSpot CRM for its ease of use, comprehensive features, and excellent customer support. With an average rating of 4.5 out of 5 stars across various review platforms, the platform is highly recommended for businesses seeking a user-friendly and feature-rich CRM solution. Users particularly appreciate HubSpot CRM's intuitive interface, robust sales and marketing automation capabilities, and ability to integrate with other business applications. Some reviewers have reported occasional glitches and limitations in customization options, but these are generally outweighed by the platform's strengths. |
Read All User Reviews | Read All User Reviews | Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Perfex CRM $59.00 $59.00 Regular License |
ClientTether Custom |
Startup $49.00 $59.00 per user / month Professional $99.00 $109.00 per user / month Enterprise $139.00 $149.00 per user / month |
Free Tools Free Starter l (For individuals & small teams) $15.00 $20.00 per month Professional (For individuals & small teams) $800.00 $890.00 per month Professional (For businesses & enterprises) $4,999.99 $4,999.99 per month Enterprise (For businesses & enterprises) $3,600.00 $3,600.00 per month |
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ProProfs Project
4.6 Based on 223 Ratings |
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Screenshots | Not Available |
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Videos |
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Company Details | Located in: Strumica, Republic of Macedonia Founded in: 2015 | Located in: Spanish Fork, UT - 84660 Founded in: 2014 | Located in: San Francisco, California Founded in: 2013 | Located in: Cambridge, Massachusetts Founded in: 2006 |
Contact Details |
Not available https://www.perfexcrm.com/ |
+1 (385) 332-8144 https://clienttether.com/ |
+1 833-462-5673 https://close.com/ |
+1 888 482 7768 https://www.hubspot.com/products/crm |
Social Media Handles |
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