Perfex CRM vs Commence CRM in July 2026

80% 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

Perfex CRM

CRM Software

View Details

87% 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

Commence CRM

CRM Software

4.7 20 user ratings

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Overview

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	Commence CRM is a customer relationship management platform that manages your service ticket management, customer relationships, integrated project management, sales and marketing lead generation services, and automation. It assists clients in increasing sales via sales automation and customer relationship management. With Commence CRM, you get a comprehensive collection of tools that includes project management, contact management, customer service, lead management, campaign management, sales opportunity management, marketing, activity management, and more. Every feature is closely linked to help you develop your company quicker by allowing you to manage current and new clients from a single platform that eliminates data silos. With extensive analytics and reporting options, the integrated ecosystem gives you visibility into every client and leads collaboration throughout your business. It gives you an in-depth picture of a customer's account, sales, and service history right at your fingertips. It keeps track of sales operations and offers management with meaningful and pertinent sales data. Additionally, you can automate the generation of client segments across a number of data sources, and approach each kind of customer with messaging that addresses their individual pain points. Read more
Pricing Options	Free Trial Not Available Starts at $65.0.	Free Trial Not Available Starts at $12.0.
SW Score & Breakdown	80% 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 Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 76% Reviews 60% Momentum 65% Popularity 64%	87% 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 Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 94% Reviews 60% Momentum 62% Popularity 63%
SaaSworthy Awards	Not Available	# 19 Highly Rated

Features

Total Features	6 Features	20 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Lead Management A systemized and organized way of managing all your leads and their conversation. 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 Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. 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 Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 3 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Lead Management A systemized and organized way of managing all your leads and their conversation. 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 Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. 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 Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 14 More - Show Less
Unique Features	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Customization Helps to customize the system for use in industry-specific use cases Predictive Analytics Advanced analytics for predicting outcomes based on performance and historical data.	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Customization Helps to customize the system for use in industry-specific use cases Predictive Analytics Advanced analytics for predicting outcomes based on performance and historical data.

Technical Details

Organization Types Supported	Freelancers Medium Business Small Business	Freelancers Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS	SaaS/Web/Cloud Mobile - Android Mobile - iOS
Modes of Support	24/7 (Live rep) Online	24/7 (Live rep) Online
API Support	NA	Available

Reviews & Ratings

User Rating	Not Available	4.7/5 20 user ratings
Rating Distribution	Not Available	Excellent 70% Very Good 30% Average 0% Poor 0% Terrible 0%
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Pricing

Pricing Options	Free Trial Not Available Starts at $65.0.	Free Trial Not Available Starts at $12.0.
Pricing Plans Monthly Plans Annual Plans	Perfex CRM $65.00 $65.00 Regular License	Essentials CRM $12.00 $12.00 per user / month Sales CRM $19.00 $19.00 per user / month Enterprise CRM $32.00 $32.00 per user / month
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