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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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81% 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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AgentClara

Chatbots Software

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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 Agent Clara is an AI-driven customer communication and automation platform designed to function as a virtual receptionist for modern businesses. It enables companies to manage customer interactions across voice calls, chat, SMS, and messaging platforms without requiring constant human support. The system uses advanced conversational AI to understand user intent and respond naturally, offering human-like communication that improves customer engagement and satisfaction. The platform operates 24/7, allowing businesses to never miss important inquiries. It can answer phone calls, provide service information, handle frequently asked questions, and collect customer details. It also supports appointment scheduling, lead qualification, and automated routing of requests to appropriate workflows or teams. This makes it especially useful for industries like healthcare, real estate, salons, and professional services. Agent Clara integrates seamlessly with CRM systems, calendars, and business tools, enabling it to perform real actions such as booking appointments and updating customer records. It centralizes communication across multiple channels, ensuring a consistent customer experience. Businesses can also customize the AI’s tone and behavior to match their brand identity. With built-in scalability, the platform can handle multiple conversations simultaneously without delays. It also provides analytics and insights that help businesses optimize operations and improve conversion rates. Overall, Agent Clara streamlines customer communication, reduces operational workload, and enhances service quality through intelligent automation. Read more
Pricing Options
  • Free Trial Not Available
  • Starts at $65.0.
  • Free Trial Available
  • Starts at $40.0.
  • 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%

81% 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
    85%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    60%

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
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
  • Business Hours
  • Online
  • Business Hours
  • Online
  • Business Hours
  • Online
API Support
  • NA
  • Available
  • NA

Pricing

Pricing Options
  • Free Trial Not Available
  • Starts at $65.0.
  • Free Trial Available
  • Starts at $40.0.
  • 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

Custom Custom

 
View Detailed Pricing
View Detailed Pricing
View Detailed Pricing

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Screenshots & Videos

Screenshots Proposal Chats
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Vendor information

Company Details Located in: Strumica, Republic of Macedonia Founded in: 2015 Located in: Hong Kong, Sheung Wan

Not available

Contact Details

Not available

https://www.perfexcrm.com/

Not available

https://www.wati.io/

Not available

https://agentclara.io/

Social Media Handles

Not available

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