Home/Compare/Pipedrive vs Perfex CRM
Updated on: October 17, 2019

Pipedrive vs Perfex CRM

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Pipedrive
(4321 Ratings)
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Pipedrive
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Overview

Summary

A CRM software built with intuitive interfaces, clean layouts and a simple user experience to help you manage your customer relations efficiently. An easy to customise software, Pipedrive CRM serves you the way you want to, according to your needs. The software is built around sales pipeline monitoring methodology, which offers a quality visual interface prompting users you to take appropriate action, stay organised and monitor challenging sales process. The email integration feature connects automatically to the contacts and displays everything that’s happening with a particular prospect at one place. ..read more

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

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

New York, NY / +1 (650) 924-9906

Strumica, Republic of Macedonia

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

Silver
$12.5 /User/Month

Billed annually, or $15 per user if billed monthly

  • Smart email BCC
  • 2GB storage per user
  • Full sales management for unlimited users
  • Chat, email and phone support
  • Native integrations, API access

Gold
$24.2 /User/Month

Billed annually, or $29 per user if billed monthly

  • Two-way full email sync
  • 5GB storage per user
  • Full sales management for unlimited users
  • Chat, email and phone support
  • Native integrations, API access
  • Smart Contact Data
  • Scheduler
  • Open and click tracking

Platinum
$62.5 /User/Month

Billed annually, or $75 per user if billed monthly

  • Two-way full email sync
  • 100GB storage per user
  • Full sales management for unlimited users
  • Chat, email and phone support
  • Native integrations, API access
  • Dedicated hosting
  • Advanced security (coming soon)
View Price Page
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

SCREENSHOTS

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