Perfex CRM vs Worksuite Comparison

Remove All	78% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Perfex CRM CRM Software	82% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Worksuite Project Management Software (5 Ratings)	91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove Freshsales CRM Software (1621 Ratings)	98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove Zoho CRM CRM Software (6128 Ratings)
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Remove All	78% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Perfex CRM CRM Software	82% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Worksuite Project Management Software (5 Ratings)	91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove Freshsales CRM Software (1621 Ratings)	98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove Zoho CRM CRM Software (6128 Ratings)
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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. ..show more

Worksuite generates a space for every department, major project or team to share information, knowledge and keep the tasks planned. Moreover, it comes with an attendance module that permits the workers to sign-in and sign-out directly from their dashboard, which not only saves a lot of time, but also enhances efficiency. With the help of this software, you can track all your projects in the most effortless way. It flaunts a reports section that allows you to scrutinise what's suitable and what’s not for your firm. Worksuite has the ability to automate the process of revenue recognition and billing to ensure smooth operations. You also get real-time message sections that support your team members to review projects instantly. It allows you to add members to the team according to your desire and keep them connected with the progress. You can get a free demo of Worksuite via a web conference. ..show 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. ..show more

Zoho CRM helps businesses of all size in maintaining a high standard of customer relations with its feature-rich software. The multichannel support feature lets your reach your customers via any medium, be it phone, live chat, email or through social media. With visitor tracking and email analytics, you can see what your customers are seeing and find opportunities for interaction. With pre-built and customizable KPIs, you can see where your team excels and where they need more training. Zoho CRM’s Blueprint ensures that the same level of attention is given to the right customers, even if the sales team grows. It makes sure that everyone in the team follows the right process. ..show more

TECHNICAL DETAILS

Access Monitoring
24/7 (Live rep)
Business Hours
Online

Contact Number/Address

Strumica, Republic of Macedonia

N/A

San Mateo, California / +1 650-513-0514

Pleasanton, California - 94588 / +1 877-834-4428

API

N/A

Deployment
SaaS/Web/Cloud
Mobile - Android
Mobile - iOS
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 : $295 (6 months support) $396.25 (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	Regular License $45 Others $599.00 Regular License (Non-SaaS) Features Projects Attendance Reports Finance Messages Tickets Customize Setup and Maintenance SLA Available Extended License $275 Others $599.00 Extended License (SaaS) Features Includes features of Regular License plan, plus View Price Page	Free Free For Upto 3 Users Features Kanban View for Contacts, Accounts, and Deals Contact Lifecycle Stages Built-in Chat, Email, & Phone Email Templates Custom Fields Sales Dashboard Mobile App 24x5 Support Growth Others ₹1,199 Per User Per Month Billed Monthly ₹999 Per User Per Month Billed Yearly Features Includes features of Free plan, plus AI-powered Contact Scoring Sales Sequences Workflows Custom Sales Activities Product Catalog 1 CPQ License Add-On : Freshbots: ₹7,999 for 1000 Freshbots sessions Buy additional Freshbots session packs to engage with customers across channels seamlessly Chatbots are available on all plans. All interactions between an end-user and a chatbot within 24 hours are counted as 1 bot session. The validity of the sessions purchased aligns with your payment cycle. CPQ (Beta): ₹1,299 Per User Per Month Rich document builder Built-in eSignature Accurate quote generation Pro Others ₹3,399 Per User Per Month Billed Monthly ₹2,799 Per User Per Month Billed Yearly Features Includes features of Growth plan, plus Multiple Sales Pipelines Time-based Workflows Auto-assignment Rules for Contacts, Accounts, Deals Sales Teams & Territory Management AI-powered Deal Insights & Next Best Action Add-On : Freshbots: ₹7,999 for 1000 Freshbots sessions Buy additional Freshbots session packs to engage with customers across channels seamlessly Chatbots are available on all plans. All interactions between an end-user and a chatbot within 24 hours are counted as 1 bot session. The validity of the sessions purchased aligns with your payment cycle. CPQ (Beta): ₹1,299 Per User Per Month Rich document builder Built-in eSignature Accurate quote generation Enterprise Others ₹5,999 Per User Per Month Billed Monthly ₹4,999 Per User Per Month Billed Yearly Features Includes features of Pro plan, plus Custom Modules AI-based Forecasting Insights Audit Logs Field-level Permissions Dedicated Account Manager Sandbox Add-On : Freshbots: ₹7,999 for 1000 Freshbots sessions Buy additional Freshbots session packs to engage with customers across channels seamlessly Chatbots are available on all plans. All interactions between an end-user and a chatbot within 24 hours are counted as 1 bot session. The validity of the sessions purchased aligns with your payment cycle. CPQ (Beta): ₹1,299 Per User Per Month Rich document builder Built-in eSignature Accurate quote generation View Price Page	Standard $20 /User/Month Automate and optimize your sales cycle Features Sales Force Automation Basic modules Tasks, calls, events Advanced filters Multiple pipelines Scoring rules Sales forecasting Email insights Multiple currencies Automation and Process Management Workflow rules Email notifications Product Customization Homepage customization Rename tabs Custom list views Custom fields Canvas Tab groups Reports and Analytics Predefined reports Predefined dashboards Custom reports and dashboards (Limited) Basic dashboard components Analytics mobile app Marketing Automation Email templates Email authentication Mass email Social profile integration Security Profiles Role-based hierarchy Multiple organizations GDPR compliance CRM audit logs IP address restriction Professional $35 /User/Month Improve customer acquisition and accelerate growth Features Sales Force Automation Basic modules Tasks, calls, events Advanced filters Multiple pipelines Scoring rules Sales forecasting Email insights Multiple currencies Macros SalesSignals Assignment rules Automation and Process Management Workflow rules Email notifications Blueprint Webhooks Product Customization Homepage customization Rename tabs Custom list views Custom fields Canvas Tab groups Validation rules Reports and Analytics Predefined reports Predefined dashboards Custom reports and dashboards (Limited) Basic dashboard components Analytics mobile app Custom reports and dashboards (Unlimited) Marketing Automation Email templates Email authentication Mass email Social profile integration Email relay CRM for Google Ads Security Profiles Role-based hierarchy Multiple organizations GDPR compliance CRM audit logs IP address restriction Field-level security Enterprise $50 /User/Month Manage global CX operations with the complete CRM Features Sales Force Automation Basic modules Tasks, calls, events Advanced filters Multiple pipelines Scoring rules Sales forecasting Email insights Multiple currencies Macros SalesSignals Assignment rules Multiple scoring rules Custom SalesSignals Email parsers Data entry wizards Portals Automation and Process Management Workflow rules Email notifications Blueprint Webhooks Record approval process Data review process Custom functions CommandCenter Product Customization Homepage customization Rename tabs Custom list views Custom fields Canvas Tab groups Validation rules Custom modules Custom buttons Page layouts Translations Developer sandbox Reports and Analytics Predefined reports Predefined dashboards Custom reports and dashboards (Limited) Basic dashboard components Analytics mobile app Custom reports and dashboards (Unlimited) Advanced dashboard components Anomaly detectors Webform analytics Artifical Intelligence Data enrichment Prediction AI sales forecasting Anomaly detection Recommendation AI analytics Communication Image validation Conversational AI Email intelligence Conversation intelligence Voice of the Customer Marketing Automation Email templates Email authentication Mass email Social profile integration Email relay CRM for Google Ads Attribution Segmentation Auto-responders Security Profiles Role-based hierarchy Multiple organizations GDPR compliance CRM audit logs IP address restriction Field-level security Reporting hierarchy Record-level sharing Territory management Data encryption Lite users add-on Lite users: Available for orgs with minimum 25 regular user licenses - $15 per user per month billed Monthly ($12 per user per month billed Yearly) Ultimate $65 /User/Month Scale exponentially with dedicated BI capabilities Features Sales Force Automation Basic modules Tasks, calls, events Advanced filters Multiple pipelines Scoring rules Sales forecasting Email insights Multiple currencies Macros SalesSignals Assignment rules Multiple scoring rules Custom SalesSignals Email parsers Data entry wizards Portals Automation and Process Management Workflow rules Email notifications Blueprint Webhooks Record approval process Data review process Custom functions CommandCenter Product Customization Homepage customization Rename tabs Custom list views Custom fields Canvas Tab groups Validation rules Custom modules Custom buttons Page layouts Translations Developer sandbox Reports and Analytics Predefined reports Predefined dashboards Custom reports and dashboards (Limited) Basic dashboard components Analytics mobile app Custom reports and dashboards (Unlimited) Advanced dashboard components Anomaly detectors Webform analytics Zoho Analytics Artifical Intelligence Data enrichment Prediction AI sales forecasting Anomaly detection Recommendation AI analytics Communication Image validation Conversational AI Email intelligence Conversation intelligence Voice of the Customer Marketing Automation Email templates Email authentication Mass email Social profile integration Email relay CRM for Google Ads Attribution Segmentation Auto-responders Security Profiles Role-based hierarchy Multiple organizations GDPR compliance CRM audit logs IP address restriction Field-level security Reporting hierarchy Record-level sharing Territory management Data encryption Lite users add-on Lite users: Available for orgs with minimum 25 regular user licenses - $15 per user per month billed Monthly ($12 per user per month billed Yearly) CRM Plus $69 /User/Month Unify sales, service, and marketing on one platform Features Eight apps, all features included Users have access to all apps Fully integrated CRM Flex $14 /User/Month billed Yearly Build a custom sales, service, and marketing bundle Features Select the apps you need Select editions and users for each app Fully integrated View Price Page

Compare Perfex CRM vs Worksuite

Perfex CRM

Worksuite

Freshsales

Zoho CRM

Overview

TECHNICAL DETAILS

Pricing

SCREENSHOTS

INTEGRATIONS

ALTERNATIVES