Home/Compare/Perfex CRM vs SutiCRM
Updated on: February 28, 2020

Perfex CRM vs SutiCRM

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Overview

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. ..read more

SutiCRM is a cloud-based CRM Software used to automate the processes of marketing, sales, support, and contracts. Generate leads through effective campaigns. Gain insights and monitor your pipeline and revenue metrics. Small, Medium and Large companies make use of the software. ..read more

Features

Call Logging

Contact Management

Customer Support

Lead Scoring

List Management

Marketing Automation

Product Catalog

Project Management

Quotes (Proposals)

Referral Tracking

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Strumica, Republic of Macedonia

Los Altos, CA - 94022 / (888) 272-4385

API

N/A

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Perfex CRM
$59 Others

1. Regular License :

  • $59 (6 months support)
  • $79.25 (12 months support)

2. Extended License :

  • $325 (6 months support)
  • $437.50 (12 months support)

Features

  • Project Management Tool
  • One Click Invoice Creation
  • Create Estimates
  • Proposals
  • Leads Management
  • Record Expenses
  • Record Payments
  • Support System
  • Knowledge Base for Customers and Staff Members
  • Built-in Staff Tasks
  • Manage Contracts
  • Send Surveys to Leads and Customers
  • Calendar
  • Company Newsfeed
  • Goals Tracking
  • Additional Custom Fields
  • Reports for Quick Overview
  • Survey Reports
View Price Page
Free
Free

Features

  • Number of users : 3 Users
  • Contact and accounts
  • Leads and opportunities
  • Activity management - (Tasks. Call logs, Notes, Document library, Events and Calendar)
  • Reports and Analytics
  • Mobile access - (iPad, iPhone, Android and Blackberry)
  • Web form data capture - (Leads, Contacts, Cases) : 1 web form / module
Small Business
$5.95 /User/Month

Features

  • Includes features of Free plan, plus
  • Mass email
  • Sales forecasting
  • Customers
  • Quotes
  • Sales order
  • Invoices
  • Campaign automation
  • Campaign ROI calculation
  • Web form data capture - (Leads, Contacts, Cases)
  • Autoresponder email
  • Data management and administration
  • Multiple currencies
  • Advanced workflow
Enterprise
Custom

Features

  • Waterfall chart
  • Website visitors tracking
  • Support Ticket Management
  • Automated email to ticket creation
  • Knowledge base with common resolutions
  • Customer profile management
  • Contract management
  • Territory management
  • Reports scheduler

Contact the vendor to get the latest pricing detail.

View Price Page

SCREENSHOTS

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