Home/Compare/Perfex CRM vs Workice CRM
Updated on: November 13, 2019

Perfex CRM vs Workice CRM

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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

Workice CRM software is a web-based project tool for tracking and monitoring performance of your team. Send invoices and estimates to your customers for accepting payments. Nurture leads and close deals. Freelancers, 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

N/A

API

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
Self-Hosted
$5 Others

All the Plans includes these Features

  • Project Management
  • Easy Invoicing
  • Easy Estimates
  • Recurring Invoices
  • Payments
  • Subscriptions
  • Deals Management
  • Leads Management
  • Calendar
  • File Sharing
  • Messaging
  • Credit Notes
  • Multiple Payment Gateways
  • Multi Currency
  • Multi Language
Cloud Hosted
$10 /Month

Coming soon

$10 per Month billed Yearly

$12 per Month billed 6 Months

$14 per Month billed 3 Months

Features

  • Includes features of All Plan
View Price Page

SCREENSHOTS

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