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

Salesforce vs Perfex CRM

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Salesforce
(14052 Ratings)
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Overview

Summary

An all-in-one customer relations management software that provides excellent features to sell, market and service your products. With the help of its automation and AI features, it lets your support agents solve customer problems faster by using the right tools. Salesforce also helps you in getting more insights into your customer behaviour which will enable you to personalize services and predict future needs. With its community cloud feature, you can also build communities to connect and collaborate with customers, partners and employees. Salesforce takes customer relations to a whole new level. ..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

San Francisco, CA / +1 (800) 667-6389

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

Lightning Essentials
$25 /User/Month

Out-of-the-box CRM for up to 5 users (billed annually)

  • Automatic data capture
  • Customizable sales tracking for one list
  • Intelligent follow-up reminders
  • Contact auto-complete
  • Shared address book
  • Sent-email notifications
  • Seamless collaboration
  • Smart mobile apps
  • Chrome extension
  • Webinars and live training
Lightning Professional
$75 /User/Month

Complete CRM for any size team (billed annually)

  • Account and contact management
  • Opportunity tracking
  • Lead management
  • Task and event tracking
  • Customizable reports and dashboards
  • Mobile access and administration
  • Chatter company social network
  • Outlook Side Panel and sync
  • Role permissions
  • Case management
  • Campaigns
  • Quotes and orders
  • Collaborative forecasts
  • Mass email
  • Sales Data
  • Sales Cloud Engage
Lightning Enterprise
$150 /User/Month

Deeply customizable CRM for your business (billed annually)

Get all Professional features PLUS:

  • Workflow automation
  • Enterprise territory management
  • Profiles and page layouts
  • Custom app development
  • Integration via web service API
  • Salesforce Identity
  • Salesforce Private AppExchange
  • Report history tracking
  • Approval automation
  • Sales data
  • Sales Cloud Engage

Lightning Unlimited
$300 /User/Month

Unlimited CRM power and support (billed annually)

Get all Enterprise features PLUS:

  • Unlimited cutomizations
  • Unlimited custom apps
  • Multiple sandboxes
  • Additional data storage
  • 24/7 toll-free support
  • Access to 100 admin services
  • Sales data
  • Sales Cloud Engage

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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