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
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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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92% 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 Freshsales
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84% 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 monday sales CRM by monday.com
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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 | Businesses are always on the lookout for productivity-boosting tools. For this, top-tier Customer Relationship Management (CRM) software like Appointment Booking Widget and Bulk Email Verification are indispensable. These features streamline operations by reducing manual workload and ensuring resource allocation remains efficient. The ability to create and manage team tasks without the need of a contact and the integration of Payments and customer Lifetime Value (LTV) into the Contacts page significantly simplify day-to-day operations, while the Engagement Score provides a richer understanding of customer interactions. Moreover, the implementation of 2-way text and email conversations enhances customer communication on a more familiar channel, while the Bulk Email Verification tool ensures that all contact is maintained with real and current addresses. The software's provision of 50 personalized guided tours solidifies its user-friendliness, ensuring that every team member can reap the benefits of this comprehensive tool swiftly and effectively. Read more | Freshsales, also known as Freshworks CRM, is a cloud-based customer relationship management (CRM) tool that can help businesses grow their revenue through context-driven sales. This highly-rated CRM can help businesses close deals faster, improve seller effectiveness, reduce IT complexity, streamline the sales process, generate new opportunities, and much more. Some of the top features of Freshsales include sales lead tracking, sales management, event tracking, one-click phone, personalized bulk emails, email prioritization, AI-powered chatbots, customizable web forms, page visit tracking, visitor intent tracking, activity timeline, predictive contact scoring, deal insights, third-party integrations, dynamic forecasting, 360° customer view, automated sales campaigns, etc. Read more | Maximize their sales potential with monday sales CRM by monday.com, an innovative sales platform where customization meets efficiency no coding required. Ideal for the dynamic sales professional aiming to transcend traditional CRM boundaries, this tool empowers them to convert ideas and meetings into immediate, actionable tasks, propelling deal advancement with exceptional speed. Harness the power of AI-driven smart email templates that assure impactful correspondence, ensuring them strike the perfect tone with every client interaction. With monday sales CRM's intuitive design, them can effortlessly personalize their CRM experience to suit their unique workflow. The platform’s versatility allows for full customization; edit deal stages, introduce unlimited columns, and manage multiple pipelines simultaneously, tailoring the experience entirely to their business needs. The ability to adapt quickly and efficiently in the ever-evolving sales landscape is paramount, and monday sales CRM places that capability squarely in their hands. Whether you’re a solo entrepreneur or part of a bustling sales team, they’ll find that each feature within monday sales CRM is designed to streamline their process and make their job easier. Step into a world of organized, personalized, and smarter sales management with monday sales CRM. Take charge of their sales strategy and witness their productivity soar as every lead and deal is managed with precision and agility. It's more than just a CRM; it's their partner in sales success. Read more |
Pricing Options |
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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
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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
|
92% 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
|
84% 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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SaaSworthy Awards |
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# 3 Highly Rated # 3 Highly Rated |
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Total Features |
6 Features
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20 Features
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27 Features
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20 Features
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Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Unique Features |
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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API Support |
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User Rating |
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Rating Distribution |
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User Sentiments |
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User-Friendly Interface, Comprehensive CRM Features, Excellent Customer Support, Effective Sales & Marketing Automation Limited Third-Party Integrations, Occasional Software Bugs & Glitches, Mobile App Functionality, Confusing Pricing Structure |
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Review Summary |
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Users appreciate Freshsales' ease of use, customizable features, and comprehensive functionality. It streamlines sales processes, improves team collaboration, and boosts productivity. Users also praise its intuitive interface, user-friendly design, and excellent customer support. However, some users have reported occasional glitches and limited reporting capabilities. Additionally, pricing concerns have been raised, particularly for larger teams or those requiring advanced features. Freshsales is generally well-received for its user-friendliness, customization options, and positive impact on sales performance. |
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Read All User Reviews | Read All User Reviews | Read All User Reviews | 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 $59.00 $59.00 Regular License |
Top Tier CRM $80.83 $97.00 per month |
Free Free Growth Others Pro Others Enterprise Others |
Basic CRM $12.00 $15.00 per user / month Standard CRM $17.00 $20.00 per user / month Pro CRM $28.00 $33.00 per user / month Enterprise CRM Custom |
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View Detailed Pricing
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View Detailed Pricing
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ProProfs Project
4.6 Based on 223 Ratings |
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Screenshots | Not Available |
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Videos |
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Company Details | Located in: Strumica, Republic of Macedonia Founded in: 2015 | Located in: Dartmouth, NS - B2W 6C4 | Located in: San Mateo, California | Located in: Tel Aviv, Israel |
Contact Details |
Not available https://www.perfexcrm.com/ |
(888) 546-8810 https://toptiercrm.com/ |
+1 650-513-0514 https://www.freshworks.com/crm/sales/ |
Not available https://monday.com/crm |
Social Media Handles |
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