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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

Perfex CRM logo
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74% 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

Revenew CRM logo
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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

Creatio logo

Creatio

Low Code Development Platforms (L...

4.7 326 user ratings

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Sponsored

98% 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

Zoho CRM logo

Zoho CRM

CRM Software

4.2 5,344 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 Revenew is a great way to automate the freelancer or small business. It's very affordable and easy to use. User can create professional proposals within seconds, saving both time and money. It also makes it easy to keep track of the work and progress. Read more Creatio offers one platform to automate industry workflows and CRM with AI, no-code, and a maximum degree of freedom. Designed for large businesses, it provides enterprise-grade scalability, robust security, and seamless integration to align operations across departments while driving efficiency and innovation. With Creatio, you can take advantage of a ready-to-go industry-leading CRM as well as enable users - whether business users without coding skills or professional developers - to create powerful business apps. Read more Zoho CRM helps businesses of all size in maintaining a high standard of customer relations with its feature-rich software. The multichannel support feature lets your reach your customers via any medium, be it phone, live chat, email or through social media. With visitor tracking and email analytics, you can see what your customers are seeing and find opportunities for interaction. With pre-built and customizable KPIs, you can see where your team excels and where they need more training. Zoho CRM’s Blueprint ensures that the same level of attention is given to the right customers, even if the sales team grows. It makes sure that everyone in the team follows the right process. Read more
Pricing Options
  • Free Trial Not Available
  • Starts at $65.0.
  • Free Trial Available
  • Starts at $10.00.
  • Free Trial Available
  • Starts at $25.0.
  • Free Trial Available
  • Starts at $14.00.
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

  • 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
    66%
  • Popularity
    71%

74% 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
    74%
  • Reviews
    60%
  • Momentum
    61%
  • Popularity
    61%

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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    92%
  • Reviews
    92%
  • Momentum
    74%
  • Popularity
    89%

98% 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
    100%
  • Reviews
    90%
  • Momentum
    75%
  • Popularity
    89%
SaaSworthy Awards
Not Available
Not Available
# 3 Highly Rated # 1 Fastest Growing # 1 Most Worthy # 5 Highly Rated

Technical Details

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

Reviews & Ratings

User Rating
Not Available
Not Available
4.7/5 326 user ratings
4.2/5 5,344 user ratings
Rating Distribution
Not Available
Not Available
  • Excellent

    76.4%
  • Very Good

    19.3%
  • Average

    2.1%
  • Poor

    0.3%
  • Terrible

    1.8%
  • Excellent

    45.4%
  • Very Good

    36.5%
  • Average

    11.9%
  • Poor

    3.5%
  • Terrible

    2.8%
User Sentiments
    Not Available
    Not Available

    Easy to Use Interface, Extensive Customization Capabilities, Robust Business Process Automation, Excellent Customer Support

    Mobile App Functionality, Slow Processing Times, Limited Reporting Functionality, Steep Learning Curve

    Ease of Use, Customizable Interface, Extensive Integrations, Affordable Pricing

    Slow Customer Support, Occasional Software Glitches, Limited Mobile Functionality, Complex Customization

Review Summary
Not Available
Not Available

Overall, users praise Creatio for its user-friendly interface, customization options, and comprehensive features. Many reviewers highlight its ease of use, with some noting that even non-technical users can quickly learn and navigate the platform. Additionally, users appreciate the ability to tailor Creatio to their specific business needs, citing the wide range of customization options and integrations available. The platform's comprehensive functionality is also a key selling point, with reviewers highlighting its capabilities in areas such as sales, marketing, customer service, and project management.

Zoho CRM receives positive reviews for its user-friendly interface and affordability. Users appreciate its comprehensive features, including lead tracking, contact management, and automation capabilities. However, some users report a steep learning curve and occasional glitches, particularly with advanced features. While customer support receives mixed feedback, Zoho CRM is highly recommended for businesses seeking an all-in-one solution to improve efficiency and customer relationships.

  Read All User Reviews Read All User Reviews

AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Not Available
  • Starts at $65.0.
  • Free Trial Available
  • Starts at $10.00.
  • Free Trial Available
  • Starts at $25.0.
  • Free Trial Available
  • Starts at $14.00.
Pricing Plans
Monthly Plans Annual Plans

Perfex CRM $65.00 $65.00 Regular License

Revenew CRM $10.00 $10.00 per month

Growth $25.00 $25.00 per user / month

Enterprise $55.00 $55.00 per user / month

Unlimited $85.00 $85.00 per user / month

Standard $14.00 $20.00 per user / month

Professional $23.00 $35.00 per user / month

Enterprise $40.00 $50.00 per user / month

Ultimate $52.00 $65.00 per user / month

CRM Plus $57.00 $69.00 per user / month

CRM Flex $14.00 $14.00 per user / month

 
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Screenshots & Videos

Screenshots Proposal Not Available Marketing Dashboard
+ 5 More
Live Chat System
+ 12 More
Videos Video Thumbnail
+ 1 More
Not Available Video Thumbnail Video Thumbnail
+ 3 More

Vendor information

Company Details Located in: Strumica, Republic of Macedonia Founded in: 2015

Not available

Located in: Boston, MA Founded in: 2013 Located in: Pleasanton, California - 94588 Founded in: 2005
Contact Details

Not available

https://www.perfexcrm.com/

Not available

https://revenew.pro/

+1 617-765-7997

https://www.creatio.com/

+1 877-834-4428

https://www.zoho.com/crm/

Social Media Handles

Not available

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