Compare Perfex CRM vs Eezyy CRM

Summary

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. ..show more

Eezyy CRM is a tool to help users manage their small or medium-sized businesses better. It helps users manage all employees, leads, employee daily timesheet, existing clients, invoices, support systems, and task management as well. Finances activities, including those of income and expenses and multiple bank accounts, can also be managed. Eezyy CRM even offers extensive customization capabilities that enable users to mold the platform according to their requirements. Some of its primary features include lead management, lead capture and pipeline, and subscriber management. With dedicated sales-related capabilities, users can boost conversion rates of their campaigns. Unlimited users of different user roles and departments can be added. Reporting tools are also present on the software and there are tutorials on the website for helping users get started. Although users can set up the CRM on their own, they can also avail dedicated support services. ..show 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. ..show more

Maximizer is CRM software that helps companies build strong customer relationships. It has Sales Pipeline CRM, CRM for marketing activities, and Customer Service CRM. The Sales CRM lets users store all their customer information in one convenient and easy to use workspace. Users can manage accounts, route leads effectively, get visibility into their entire sales pipeline and revenue, and collaborate on sales opportunities. Users can also standardize their processes and promote best practices with reusable action plan templates. CRM for Marketing helps users drive effective campaigns and generate leads to improve their campaign success and track the data better. It lets users manage all their prospect interactions on a single platform. Users can create automated campaigns, track the results, and know the return on investment using the ROI calculator. Customer Service CRM empowers the users' team with everything they need to effectively track, manage, and resolve issues efficiently and quickly. The support team can create, manage, and resolve cases much faster using Maximizer. ..show more

Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services

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

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

Referral Tracking Track and manage your referred customers.

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