Home/Compare/PipelineDeals vs Perfex CRM
Updated on: September 15, 2019

PipelineDeals vs Perfex CRM

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PipelineDeals
(1072 Ratings)
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Overview

Summary

PipelineDeals is a Sales CRM that has contact management feature to increase sales and services for small and midsize businesses. Manage contacts, generate and track leads, induce emails campaigns, maintain reports in a dashboard, and automate the workflow to close deals. The software supports mobile iOS and Android. Globally used by more than 18,000 users in 60 countries to gain a sales pipeline to stimulate opportunities and close deals. ..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

Seattle, Washington / +1 (866) 702-7303

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

Start
$29 /User/Month

Features

  • Unlimited leads, contacts, deals and companies.
  • Unlimited storage for files and attachments.
  • 25 custom fields for contacts, deals, and companies.
  • Create 100 percent custom sales funnel - definition, stages, and more.
  • Create, save and share custom views of reports.
  • Unlimited reporting and custom visual dashboard capabilities. Turn data into insights in minutes.
  • Assign and route hot leads based on round robin rules to both sales reps, as well as specific teams and individuals.
  • Control access to data by sales team and territory with user roles.
  • Track 6 types of sales KPI goals, create leaderboards and fuel healthy competition.
  • All customer data is protected, SOC 2 certified.
  • Access data anywhere - iPhone and Android app.
  • Log all emails sent in your customer activity history, including attachments, by using the smart BCC email feature.
  • Open API to integrate with your most important business apps.
  • Unlimited, best in the industry, technical support by phone, email and online chat.
  • Organize users onto one team, customize what your team can see, and give read-only access to your CRM.
Develop
$39 /User/Month

Features

  • Includes features of Start plan, plus
  • Unlimited custom fields for contacts, deals, and companies.
  • Convert prospects to customers for seamless handoff and knowledge transfer to account management team.
  • Manage key deliverables using milestones with deadlines, assigning collaborators, and tracking status.
  • Track account health to know if customers are happy, renewing, and purchasing more.
  • Customize and track revenue types like new, upsell, cross-sell and more.
Grow
$59 /User/Month

Features

  • Includes features of Develop plan, plus
  • Automatically log all emails sent and received in customer activity history, including attachments.
  • Organize users onto an unlimited number of teams, customize what your teams can see, and give read-only access to your CRM.
  • Get email notifications when a customer reads your emails, clicks on a link, or downloads attachment, all without them knowing.
  • Send targeted and personalized email campaigns to up to 1,000 people in a single blast.
  • Improve email performance with instant email reports and save the best performing emails as templates.
  • Eliminate productivity killers and save time with custom workflow automations to add tasks, notify users, and automate repetitive work steps.
  • Get intelligence on how quickly sales reps follow up on leads and where deals get stuck, in order to improve sales performance.
  • Track deals in multiple currencies and instantly convert your sales pipeline to one currency for reports.
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

View 8 screenshot(s)
View 6 screenshot(s)

INTEGRATIONS

  • ActiveDEMAND
  • Quickbooks
  • Zapier
  • MailChimp
    NA