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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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90% 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

WATI 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

iGlobe CRM Office 365 logo
CRM Software

4.3 3 user ratings

View Details
Featured

88% 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

Netsuite CRM logo

Netsuite CRM

CRM Software

3.5 599 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 WATI is the ultimate WhatsApp Web CRM solution that works wonders for any business. It helps users to manage their contacts, start conversations, and also collaborate on customer engagements through WhatsApp. One can easily reach out to over 2 billion users via WhatsApp and make them customers. Right from helping to apply for a business account to linking it up with WhatsApp Business API and getting the tools ready to run the business, WATI does it all. With the all-in-one inbox for WhatsApp, users can collaborate with teams and enable team members to view, assign, and even respond to every client. One can also use pre-canned answers to respond quickly and consistently. It allows users to easily manage all subscribers, send personalized templates, apply filters, get appointment reminders, payment updates, and much more. Using the tool, one can communicate with customers easily and also send them messages or manage their contacts smoothly and systematically. Read more iGlobe CRM Office 365 software is a platform used to automate business workflows. Understand customers and behavior to develop relationships to view all activities from e-mail communication, meetings, tasks, document management and pipeline management via simple dashboard. The software offers customizable tab driven and outlook interface to navigate without extensive training. It integrates with QuickBooks, Outlook, and more. Marketers, Small and Medium companies make use of the software. Read more Netsuite CRM helps out organisations to streamline seamless interactions with present customers, suppliers and partners alike, within a single portal. It facilitates a seamless flow of information across the entire customer lifecycle starting from generating leads to order fulfilment, cross-sell, up-sell and relevant support. Salesforce automation, quotes management, forecasts, commission monitoring and partner relationships are some of the useful functionalities present within. Businesses can also depend on Netsuite CRM to supercharge their sales performance and provide a superior customer experience. Support agents are allowed access to customer-specific records and orders in detail, which they can utilise to provide adequate support. Exclusive benefits offered by the platform goes as improved sales performance, effective campaign management, unified data source and enhanced customer satisfaction. Built-in reports and role-based dashboard views, help with continuous sales monitoring and goal achievement adequately. For those working with partners, Netsuite CRM’s inclusive functionalities like joint marketing campaigns, pipeline management, sales forecasting are of great help. Read more
Pricing Options
  • Free Trial Not Available
  • Starts at $65.0.
  • Free Trial Available
  • Starts at $40.0.
  • Free Trial Available
  • Starts at $28.99.
  • Free Trial Not Available
  • Offers Custom 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%

90% 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
    84%
  • Reviews
    60%
  • Momentum
    67%
  • Popularity
    82%

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
    78%
  • Reviews
    69%
  • Momentum
    63%
  • Popularity
    71%

88% 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
    93%
  • Reviews
    81%
  • Momentum
    62%
  • Popularity
    65%

Technical Details

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

Reviews & Ratings

User Rating
Not Available
Not Available
4.3/5 3 user ratings
3.5/5 599 user ratings
Rating Distribution
Not Available
Not Available
  • Excellent

    33.3%
  • Very Good

    66.7%
  • Average

    0%
  • Poor

    0%
  • Terrible

    0%
  • Excellent

    18%
  • Very Good

    45.1%
  • Average

    18.7%
  • Poor

    6.3%
  • Terrible

    11.9%
  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 $40.0.
  • Free Trial Available
  • Starts at $28.99.
  • Free Trial Not Available
  • Offers Custom plan.
Pricing Plans
Monthly Plans Annual Plans

Perfex CRM $65.00 $65.00 Regular License

Premium $40.00 $49.00 per month

iGlobe CRM Office 365 $28.99 $28.99 per user / month

Office2SharePoint $200.00 $200.00 per user / month

iGlobe MIPA $500.00 $500.00 per user / month

Netsuite CRM Custom

 
View Detailed Pricing
View Detailed Pricing
View Detailed Pricing
View Detailed Pricing

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Screenshots & Videos

Screenshots Proposal Chats
+ 1 More
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Videos Video Thumbnail
+ 1 More
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Vendor information

Company Details Located in: Strumica, Republic of Macedonia Founded in: 2015 Located in: Hong Kong, Sheung Wan Located in: Copenhagen, Denmark Located in: Redwood Shores, California
Contact Details

Not available

https://www.perfexcrm.com/

Not available

https://www.wati.io/

+45 28 80 00 25

https://www.iglobecrm.com/

+1 877-638-7848

https://www.netsuite.com/portal/products/crm.shtml

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