Perfex CRM vs Qobrix 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

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

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

Qobrix CRM is a real-estate software platform specially designed for professionals, asset managers, and property developers. It offers an integrated Real Estate CRM system, helping users capture and manage individual leads, develop relationships, automate their marketing methods, besides monitoring property listings. Organizations from real estate industries can use the Agent Portal available with the software to track leads, monitor registered properties, and get access to other relevant documents, which can accelerate the entire sales process in real-time. Moreover, they can utilize the inbuilt Client Portal, to offer high-quality post-sales support to individual clients, which includes access to site plans, floor plans, progress photos, property images, financial statements, contracts, and more. Qobrix CRM also helps enterprises with their websites or landing page generation process, besides offering customized websites to showcase business properties that will boost overall online presence. The software arrives with seamless integration metrics ensuring better flexibility for its users. Read more

Pricing Options

Free Trial Not Available
Starts at $65.0.

Free Trial Available
Starts at $29.00. Offers Custom plan.

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%

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

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

91%
Reviews

60%
Momentum

66%
Popularity

65%

Features

Total Features	6 Features	18 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 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. 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 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. 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 + 11 More - Show Less
Unique Features	Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting outcomes based on performance and historical data.	Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting outcomes based on performance and historical data.

Technical Details

Organization Types Supported	Freelancers Large Enterprises Medium Business Small Business	Freelancers Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud	SaaS/Web/Cloud
Modes of Support	Business Hours Online	Business Hours Online
API Support	NA	Available

Pricing

Pricing Options	Free Trial Not Available Starts at $65.0.	Free Trial Available Starts at $29.00. Offers Custom plan.
Pricing Plans Monthly Plans Annual Plans	Perfex CRM $65.00 $65.00 Regular License	Essentials $29.00 $29.00 per user / month Professional $59.00 $59.00 per user / month Enterprise Custom
	View Detailed Pricing	View Detailed Pricing

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