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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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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

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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 Rise is an online training system that employees enjoy working with. It is an all-in-one system that helps create easy, enjoyable and simple training courses that are easy to manage in every way. The app has numerous samples, helpful templates, and an extensive content library, which assists one in planning and creating accessible training courses, guides, and training content for the organization. Rise allows one to create easy-to-understand, interactive and engaging content every time. It adapts perfectly to every device so one can access it from anywhere. With Rise, users can now empower their team with the right knowledge they need at every step. One simply needs to sign up for their domain, then invite people and add admins, content creators, learners, reporters. Users can create unique lessons by stacking modular media, texts, interactive pieces of content and customize it accordingly. After this, they can choose the templates and publish the training content under a certain category and enroll learners. Once this is done, users can see what training materials learners have accessed, check their scores and get to know the impact it has on them. Rise not only makes the training process simple to deliver but looks deep into learner engagement. Read more CoachTrigger revolutionizes personal and professional coaching by integrating seamlessly into the CRM and internal systems. With this modern platform, organizations can effectively bridge the gap between employee needs and managerial expectations. The process is straightforward and minimally time-consuming, ensuring a high return on investment. By focusing on enhancing employee attention, education, and support, CoachTrigger aims to elevate workplace efficiency and productivity. This innovative solution addresses common performance issues, such as unmet targets and overlooked routines, which often lead to decreased motivation and profitability. Through bespoke reporting dashboards, CoachTrigger offers comprehensive data insights, enabling managers to track progress accurately and make informed decisions. Additionally, the platform empowers employees to accurately log activities, resulting in more reliable reports and forecasts. CoachTrigger is not just a tool; it's a partner in driving organizational growth and success, transforming how companies support their workforce in an engaging and approachable manner. Read more
Pricing Options
  • Free Trial Not Available
  • Starts at $65.0.
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Available
  • Starts at $99.00. Offers Free-forever plan.
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
    65%
  • Popularity
    68%

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
    60%
  • Reviews
    60%
  • Momentum
    64%
  • Popularity
    66%

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
Platforms Supported
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
Modes of Support
  • Online
  • Online
  • Online

Reviews & Ratings

User Rating
Not Available
1/5 3 user ratings
Not Available
Rating Distribution
Not Available
  • Excellent

    0%
  • Very Good

    0%
  • Average

    0%
  • Poor

    0%
  • Terrible

    100%
Not Available
Pros & Cons
  • Integrated CRM and project management tool
  • Features for creating impressive proposals
  • Lead management using kanban layouts
  • Automatic import of leads from emails
  • Features for managing expenses and payments
  • May not be suitable for large enterprises
  • Limited customization options
  • Some users have reported occasional bugs
  • Easy to use and create engaging training content
  • Extensive content library and helpful templates
  • Interactive and engaging content that adapts to any device
  • Detailed insights into learner engagement
  • Simple to deliver and manage training materials
  • May not be suitable for complex training needs
  • Limited integration with other software
  • Some users have reported occasional glitches
Not Available
  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 Not Available
  • Offers Custom plan.
  • Free Trial Available
  • Starts at $99.00. Offers Free-forever plan.
Pricing Plans
Monthly Plans Annual Plans

Perfex CRM $65.00 $65.00 Regular License

Rise Custom

Free Free

Lite $99.00 $99.00 per month

Premium $199.00 $199.00 per month

Pro $299.00 $299.00 per month

CoachTrigger Start Package $400.00 $400.00

 
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View Detailed Pricing
View Detailed Pricing

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Screenshots & Videos

Screenshots Proposal Not Available Not Available
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Vendor information

Company Details Located in: Strumica, Republic of Macedonia Founded in: 2015 Located in: New York, NY - 10001 Located in: Miami, Florida - 33132 Founded in: 2020
Contact Details

Not available

https://www.perfexcrm.com/

Not available

https://rise.com/

Not available

https://www.coachtrigger.com/

Social Media Handles

FAQs

What are the key features of Perfex CRM?

Perfex CRM offers features like project management, task management, invoicing, lead management, and more.

What are the key features of Rise?

Rise provides features like creating training content, interactive content, and learner engagement tracking.

What are the alternatives to Perfex CRM?

Alternatives to Perfex CRM include ProProfs Project, Copper CRM, Revenew CRM, Inperium Sell, and Prophet CRM.

What are the alternatives to Rise?

Alternatives to Rise include Trainual, Trainn, iSpring Learn, Workademy, and Synapse.

How does Perfex CRM handle project management?

Perfex CRM allows users to track expenses and time spent on tasks, and bill their customers.

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