Home/CRM Software/Salesforce vs Perfex CRMUpdated on: April 13, 2024

Compare Salesforce vs Perfex CRM

98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Salesforce
Salesforce CRM Software (9367 Ratings)
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
95% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Pipedrive CRM
Pipedrive CRM CRM Software (4989 Ratings)
84% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
monday sales CRM by monday.com
monday sales CRM by monday.com CRM Software
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98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Salesforce

Salesforce

CRM Software (9367 Ratings)
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
95% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Pipedrive CRM

Pipedrive CRM

CRM Software (4989 Ratings)
84% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
monday sales CRM by monday.com

monday sales CRM by monday.com

CRM Software
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Overview

Summary

Salesforce is a futuristic Customer Relationship Management Software bringing companies and their customers together. The integrated software helps departments like commerce, marketing, sales and service to get a unified view of each client. Moreover, companies can also leverage on the particular to deliver amazing shopping experiences to individual buyers, automate time-consuming jobs, assure quick resolution to queries raised from the customers front and strategise personalised marketing schemes. The solution serves organisations scattered across industries like retail, automotive, higher education, public sector, media, communication, hospitality and transportation, nonprofit and more. With Salesforce, organisations get the advantage of joining the 150,000+ like-minded companies where they can find a massive community of experts ready to help in their company’s growth, besides offering an estimate of their Return on Investment (ROI). Lastly, AI technology equipped chatbot (Einstein) within the software helps companies reassess past interactions with individual clients and better understand raised queries. ..show 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. ..show more

Pipedrive revolutionizes the sales process by providing a comprehensive platform that lets to track the sales pipeline, manage leads, and automate tasks all in one place. This high-powered tool ensures that never miss a follow-up and that focus is always on the right leads with its automated sales conversation capabilities. Real-time sales reports deliver insights directly to the fingertips, offering full transparency into the nuanced dynamics of the sales funnel. With Pipedrive, equipped with superior forecasting, explicit goal-setting, team monitoring, and advanced sales metrics tools that empower to make data-driven decisions swiftly and with confidence. The kanban-style dashboard is not just visually intuitive but also matches each step of the buyer's journey, allowing to seamlessly adjust the pipelines in alignment with deal progression, while timely notifications keep on top of follow-ups. Integration with essential apps streamlines the workflow, while importing data from spreadsheets or other software is a breeze, ensuring a smooth transition. With Pipedrive, not just managing a pipeline; are overseeing a seamlessly integrated sales ecosystem, where linking products or services to deals is simple, giving the leverage to navigate negotiations effectively and paint the bigger picture of the business achievements. ..show more

Maximize their sales potential with monday sales CRM by monday.com, an innovative sales platform where customization meets efficiency no coding required. Ideal for the dynamic sales professional aiming to transcend traditional CRM boundaries, this tool empowers them to convert ideas and meetings into immediate, actionable tasks, propelling deal advancement with exceptional speed. Harness the power of AI-driven smart email templates that assure impactful correspondence, ensuring them strike the perfect tone with every client interaction. With monday sales CRM's intuitive design, them can effortlessly personalize their CRM experience to suit their unique workflow. The platform’s versatility allows for full customization; edit deal stages, introduce unlimited columns, and manage multiple pipelines simultaneously, tailoring the experience entirely to their business needs. The ability to adapt quickly and efficiently in the ever-evolving sales landscape is paramount, and monday sales CRM places that capability squarely in their hands. Whether you’re a solo entrepreneur or part of a bustling sales team, they’ll find that each feature within monday sales CRM is designed to streamline their process and make their job easier. Step into a world of organized, personalized, and smarter sales management with monday sales CRM. Take charge of their sales strategy and witness their productivity soar as every lead and deal is managed with precision and agility. It's more than just a CRM; it's their partner in sales success. ..show more

Features

AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork

Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services

Customization Helps to customize the system for use in industry-specific use cases

Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Document Management Ability to store and manage various information and documents in electronic format.

IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis

Lead Management A systemized and organized way of managing all your leads and their conversation.

Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.

List Management Enables management of multiple lists and communications with them

Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI

Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.

Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity

Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms

Referral Tracking Track and manage your referred customers.

Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Sales Force Automation Streamlined management of the sales cycle from lead to close

Territory Management Helps to assign, manage sales territories and conveniently track their progress

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

San Francisco, California / +1 800-667-6389

Strumica, Republic of Macedonia

New York, NY

Tel Aviv, Israel

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

Starter Suite
$25 /User/Month

Billed Yearly

The simple CRM suite with marketing, sales, and service.

Features

  • Simplified Setup & Onboarding
  • Lead, Account, Contact & Opportunity Management
  • Email Integration & Automated Activity Capture
Professional
$80 /User/Month

Billed Yearly

The CRM for sales.

Features

  • Forecast Management
  • Customizable Reports & Dashboards
  • Quoting & Contracting
Enterprise
$165 /User/Month

Billed Yearly

The CRM for sales with more flexibility and web API.

Features

  • Includes features of Professional plan, plus
  • Advanced Pipeline Management & Deal Insights
  • Territory Management & Planning
  • Workflow & Approvals Automation
Unlimited
$330 /User/Month

Billed Yearly

The CRM for sales with full suite of AI, automation, and developer support built-in.

Features

  • Includes features of Enterprise plan, plus
  • Advanced Automation & Sales Engagement
  • Predictive & Generative AI
  • Premier Success Plan & Full Sandbox
Unlimited+
$500 /User/Month

Billed Yearly

The best of Salesforce for Sales.

Features

  • Includes features of Unlimited plan, plus
  • Performance Management, Enablement and Team Collaboration with Slack
  • Connect Salesforce and External Data with Data Cloud and Revenue Intelligence
View Price Page
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
Essential
$24 /User/Month

Get organized and set up simple sales processes quickly

Features

  • Lead, deal, contact, calendar, and pipeline management
  • Seamless data import and 400+ integrations
Advanced
$39 /User/Month

Never miss the next step with easy-to-use email and automations

Features

  • Includes features of Essential plan, plus
  • Full email sync with templates, open and click tracking, and group emailing
  • Automation builder, including email sequences
  • Meeting, email, and video call scheduling
Professional
$64 /User/Month

Optimize performance with more customizations and reporting

Features

  • Includes features of Advanced plan, plus
  • Streamlined lead routing and account access controls for teams
  • Document and contract management with e-signatures
  • Revenue forecasts and deeper reporting capabilities
  • Extra deal and field customization options
Power
$79 /User/Month

Empower larger teams with flexible collaboration and support

Features

  • Includes features of Professional plan, plus
  • Project planning, tracking, and delivery
  • Phone support
  • Scalable control of account permissions and visibilities
  • Ideal for increasingly busy pipelines and complex team structures
Enterprise
$129 /User/Month

Experience Pipedrive without limits and have ultimate peace of mind

Features

  • Includes features of Power plan, plus
  • Enhanced security preferences
  • Complete access to all features
  • Unlimited reports and customizations
  • Double the number of automations per seat
View Price Page
Basic CRM
$15 /User/Month
  • For 3 Seats, Pricing varies based on number of seats
  • $36 per Month billed Yearly
  • $45 per Month billed Mothly

Features

  • Unlimited customizable pipelines
  • Unlimited contacts
  • Unlimited boards
  • Templates for lead, contact & deal management
  • iOS & Android apps
  • Unlimited free viewers
  • Create a dashboard based on 1 board
Standard CRM
$20 /User/Month
  • For 3 Seats, pricing varies based on number of seats
  • $51 per Month billed Yearly
  • $60 per Month billed Monthly

Features

  • Advanced account, contact, & deal management
  • 2-way email integration with Gmail and Outlook
  • AI email generator
  • Activity management
  • Quotes & invoices
  • Merge duplicate data
  • Custom CRM automations (250 actions per month)
  • Custom CRM integrations (250 actions per month)
  • Create a dashboard that combines 5 boards
Pro CRM
$33 /User/Month
  • For 3 Seats, pricing varies based on number of Seats
  • $84 per Month billed Yearly
  • $99 per Month billed Monthly

Features

  • Sales forecasting
  • Email templates with custom parameters
  • Email tracking & automations
  • Mass emails
  • HTML editor for mass email
  • Mass email tracking
  • Google Calendar sync
  • Sales analytics
  • Customizable email signatures
  • Custom CRM automations (25,000 actions per month)
  • Custom CRM integrations (25,000 actions per month)
  • Create a dashboard that combines 10 boards
Enterprise CRM
Custom

Features

  • Lead scoring
  • Team goals
  • Advanced analytics (dashboards up to 50 boards)
  • Account management
  • Documents for sales
  • Enterprise-scale automations & integrations
  • Enterprise-grade security & governance
  • Multi-level permissions
  • HIPAA Compliance
View Price Page

SCREENSHOTS

Salesforce Screenshots
View 3 screenshot(s)
Perfex CRM Screenshots
View 1 screenshot(s)
Pipedrive CRM Screenshots
View 6 screenshot(s)
monday sales CRM by monday.com Screenshots
View 3 screenshot(s)

INTEGRATIONS

  • Salesforce Marketing Cloud Account Engagement (formerly Pardot)
  • Freshdesk
  • Dropbox Business
  • ActiveCampaign
  • Slack
  • Quickbooks
  • MuleSoft Anypoint Platform
  • Zendesk Sell
  • MailChimp
  • DocuSign
  • Jira
    NA
  • Intercom
  • Gmail
  • Microsoft Teams
  • Asana
  • Slack
  • Trello
  • Google Drive
  • HubSpot CRM
  • Google Meet
  • PandaDoc
  • Quickbooks
  • Zapier
  • Zoom
  • MailChimp

ALTERNATIVES

Top alternatives to Salesforce

Oracle EBS Financials
Oracle EBS Financials
Pega Marketing
Pega Marketing
HubSpot CRM
HubSpot CRM
AWS Cloud9
AWS Cloud9
Zoho Books
Zoho Books

Top alternatives to Perfex CRM

SuiteCRM
SuiteCRM
Salesforce
Salesforce
Trello
Trello
Zoho CRM
Zoho CRM
Pipedrive CRM
Pipedrive CRM