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Zoho CRM |
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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82% 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 | SalesTown is the ultimate solution to increase their conversion rates and boost their sales. With this productive lead management system, they can easily track and manage all their leads, ensuring that no opportunity goes unnoticed. This user-friendly platform allows them to qualify, capitalize, and pass on leads to the right team effortlessly. This powerful automated reminders ensure that they never miss an important engagement, allowing they to maximize their sales potential. Plus, this CRM workflow automation streamlines routine sales tasks, freeing up their time to focus on revenue-generating activities. That means they can increase their sales faster and more efficiently. Gain a deeper understanding of their sales pipeline and enhance forecasting accuracy with this insightful data analysis. Identify trends, make data-driven decisions, and optimize their sales strategies for accelerated growth. And with this CRM mobile app, they can take their sales game to the next level. These efficient lead management tools, precise field tracking features, and flexibility to manage sales activities anytime, anywhere, will elevate their field sales performance. Read more |
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| 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
|
82% 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
|
| Total Features |
6 Features
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12 Features
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| Common Features for All |
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Lead Management
Lead Scoring
List Management
Marketing Automation
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
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Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Lead Management
Lead Scoring
List Management
Marketing Automation
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
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| Unique Features |
Advanced Automation
Omnichannel Customer Engagement
Predictive Analytics
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Advanced Automation
Omnichannel Customer Engagement
Predictive Analytics
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| User Rating |
Not Available
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| Rating Distribution |
Not Available
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| Read All User Reviews |
AI-Generated from the text of User Reviews
| Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Perfex CRM $65.00 $65.00 Regular License |
Standard Plan Others Premium Plan Others Custom Plan Custom |
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View Detailed Pricing
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View Detailed Pricing
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| Screenshots |
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| Videos |
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| Company Details | Located in: Strumica, Republic of Macedonia Founded in: 2015 | Located in: Noida, India - 201301 |
| Contact Details |
Not available |
+91- 9289453644 |
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