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93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

SuiteCRM logo
CRM Software

4.4 146 user ratings

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80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Perfex CRM logo
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Overview

Description SutiCRM is a powerful cloud-based CRM platform that automates marketing, sales, support, and contracts. Businesses make use of the service to nurture new leads and maintain strong relationships with existing clients. It is a multi-sided Platform (MSP) that handles all the core business aspects from a single place. The tool is fully centralised and can be customised as per each business` needs. Since it is a cloud-based solution, the data is accessible to everyone instantaneously without any manual effort. Most of the repeated marketing activities can be taken care of by its marketing automation tool. It also helps in lead generation, sending promotional mailers, and does accurate lead assignment. The sales process is also automated in the tool which helps in quick collaboration, making it easier for the team to reach sales targets. Its reporting and analytics tool aids in gaining a deeper insight into the complete lead cycle, which helps in optimisation at each drop-off stage. 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
Pricing Options
  • Free Trial Available
  • Offers Free-forever plan.
  • Free Trial Not Available
  • Starts at $65.0.
SW Score & Breakdown

93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    97%
  • Reviews
    60%
  • Momentum
    68%
  • Popularity
    67%

80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    76%
  • Reviews
    60%
  • Momentum
    65%
  • Popularity
    64%
SaaSworthy Awards # 13 Fastest Growing # 7 Fastest Growing
Not Available

Features

Total Features
23 Features
6 Features
Common Features for All
    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
    Document Management Ability to store and manage various information and documents in electronic format.
    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
    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
    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
    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
  • + 16 More - Show Less
    • 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
      Document Management Ability to store and manage various information and documents in electronic format.
      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
      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
      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
      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
  • + 3 More - Show Less
  • Unique Features
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      Customization Helps to customize the system for use in industry-specific use cases
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting outcomes based on performance and historical data.
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      Customization Helps to customize the system for use in industry-specific use cases
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting outcomes based on performance and historical data.

    Technical Details

    Organization Types Supported
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    Modes of Support
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    API Support
    • Available
    • NA

    Reviews & Ratings

    User Rating
    4.4/5 146 user ratings
    Not Available
    Rating Distribution
    • Excellent

      54.1%
    • Very Good

      35.6%
    • Average

      7.5%
    • Poor

      2.1%
    • Terrible

      0.7%
    Not Available
    User Sentiments

      Open Source, Customizable, Comprehensive Features, User-Friendly Interface

      Complex Installation Process, Outdated UI Design, Slow Loading Times, Lack of Mobile Application

      Not Available
    Review Summary

    Users applaud SuiteCRM's user-friendly interface, customizable features, and ease of integration with other applications. They appreciate its open-source nature, allowing for extensive customization and integration. However, some users report occasional glitches and a lack of advanced features found in more expensive CRM systems. Overall, SuiteCRM is praised for its cost-effectiveness, flexibility, and suitability for small businesses and startups seeking a user-friendly and customizable CRM solution.

    Not Available
    Pros & Cons
    • User-friendly interface and customizable features
    • Cost-effective and suitable for small businesses and startups
    • Open-source nature allows for extensive customization and integration
    • Occasional glitches
    • Lacks advanced features found in more expensive CRM systems
    • Integrated CRM and project management tool
    • Features for creating impressive proposals
    • Automatic import of leads from emails
    • No reviews available
    • May not be suitable for large businesses
      Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Offers Free-forever plan.
    • Free Trial Not Available
    • Starts at $65.0.
    Pricing Plans
    Monthly Plans Annual Plans

    Free Free

    Starter Others

    Business Others

    Premium Others

    Perfex CRM $65.00 $65.00 Regular License

     
    View Detailed Pricing
    View Detailed Pricing

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    Screenshots & Videos

    Screenshots Lead View
    + 2 More
    Proposal
    Videos Video Thumbnail
    + 2 More
    Video Thumbnail
    + 1 More

    Vendor information

    Company Details Located in: Stirling, Scotland Founded in: 2005 Located in: Strumica, Republic of Macedonia Founded in: 2015
    Contact Details

    +44 (0)1786 585 499

    https://suitecrm.com/

    Not available

    https://www.perfexcrm.com/

    Social Media Handles

    FAQs

    What are the key features of SuiteCRM?

    SuiteCRM offers a comprehensive suite of features including AI Assistant, Advanced Automation, Contact Management, Customer Segmentation, Marketing Automation, Sales Force Automation, and Project Management.

    How does SuiteCRM compare to Perfex CRM in terms of integration capabilities?

    The provided context does not mention any integration capabilities for Perfex CRM, so I cannot provide a comparison.

    What are the alternative products to SuiteCRM?

    Some alternatives to SuiteCRM include SutiCRM, Simply CRM, SalesCRM, Soffront CRM, and Sugar Sell.

    What are the key benefits of using SuiteCRM?

    SuiteCRM is known for its user-friendly interface, customizable features, and ease of integration with other applications.

    What types of businesses is SuiteCRM best suited for?

    SuiteCRM is particularly suitable for small businesses and startups seeking a user-friendly and customizable CRM solution.

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