Home/Compare/SuiteCRM vs Perfex CRM
Updated on: November 18, 2019

SuiteCRM vs Perfex CRM

84%
SuiteCRM
(74 Ratings)
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SuiteCRM
(74 Ratings)
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Overview

Summary

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

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

Stirling, United Kingdom

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

SuiteCRM
Free

SuiteCRM is an Open-Source Software and is free to download.

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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