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78% 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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95% 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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| 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 | Dolibarr ERP and CRM is a free and open-source ERP and CRM management software package, developed specifically to cater to the needs of freelancers, companies, and foundations. This open-source framework enables users to freely manage all of their business requirements from Customer Relationship, Human Resource, Foundation Management, Accounting, Surveys, to Invoicing that befits their needs and meets their requirements. Dolibarr ERP CRM is designed with simplicity, right from installation to utilization to custom development in order to ensure the best user experience to the customers. With its user-friendly design, users can begin with features they require and then additionally include more features on a LAMP, WAMP, OR MAMP server according to their change of needs and their business developments. It comprises multiple modules easily accessible to the users according to their requirements. Undoubtedly, Dolibar is the ideal solution for comprehensive business management from invoicing, sales, stock, emailing purchase, accounting, orders, leave requests, and expense reports. Read more |
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| SW Score & Breakdown |
78% 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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95% 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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# 5 Fastest Growing # 3 Most Searched |
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Highly Customizable, Wide Range of Modules, Ease of Use, Comprehensive Business Management Lack of Multi-Currency Support, Unintuitive User Interface, Limited Mobile Support, Inadequate Manufacturing Module |
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Overall, users praise Dolibarr ERP CRM for its extensive features, customization capabilities, and user-friendly interface. They appreciate its strong inventory management, project management, and customer relationship management modules. Many users also find it easy to install, implement, and integrate with other applications. However, some users mention occasional bugs and issues with updates, as well as a lack of comprehensive training and support documentation. Additionally, some users suggest improvements to the reporting and analytics capabilities, as well as the mobile app. |
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Perfex CRM $65.00 $65.00 Regular License |
Free Open Source Software Free On-Premise or Cloud Custom |
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| Company Details | Located in: Strumica, Republic of Macedonia Founded in: 2015 | Founded in: 2009 |
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What are the key features of Perfex CRM?
What are the key features of Dolibarr ERP CRM?
What are the alternatives to Perfex CRM?
What are the alternatives to Dolibarr ERP CRM?
Which product is better for small businesses?
What are the key features of Perfex CRM?
What are the key features of Dolibarr ERP CRM?
What are the alternatives to Perfex CRM?
What are the alternatives to Dolibarr ERP CRM?
Which product is better for small businesses?
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