Home/Project Management Software/Trello vs Perfex CRMUpdated on: March 28, 2024

Compare Trello vs Perfex CRM

93% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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
91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Zoho Projects
Zoho Projects Project Management Software (418 Ratings)
82% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Worksuite
Worksuite Project Management Software (5 Ratings)
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93% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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
91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Zoho Projects

Zoho Projects

Project Management Software (418 Ratings)
82% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Worksuite

Worksuite

Project Management Software (5 Ratings)
Start Free Trial

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Start Free Trial

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Overview

Summary

Organizes your projects and day-to-day tasks through creating notecards on dashboard. The software can also be used as a trip planner, a side project, a community bulletin, an event or an idea repository. Tasks and ideas can be noted on the Trello cards. Alongside, the work progress can also be tracked. The user can sort and organize these cards based upon their categories. A quick overview is displayed on the front of the cards, flipping which, the user can dive into more detailed information such as checklists, due dates, comments, attachments etc. There is a progress meter that adds a checklist to organize your to-do list. You can also attach documents and multimedia files to the cards. ..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

Helps in planning projects, assigning tasks, keeping track on the work progress, managing documents, communicating seamlessly with the team to get the work done on time. Navigates the workflow through mapping out Gantt Charts and time management sheets. Also useful for project budgeting and allocating it as per the resources available. Additionally, it tracks issues associated with the project and manages resolving them. Maintains a database in which, the whereabouts of the employees can be seen along with their skills and availability. You can add unlimited members to your project without spending any extra money. Moreover, a mobile application also available to manage your task on-the-go. ..show more

Worksuite generates a space for every department, major project or team to share information, knowledge and keep the tasks planned. Moreover, it comes with an attendance module that permits the workers to sign-in and sign-out directly from their dashboard, which not only saves a lot of time, but also enhances efficiency. With the help of this software, you can track all your projects in the most effortless way. It flaunts a reports section that allows you to scrutinise what's suitable and what’s not for your firm. Worksuite has the ability to automate the process of revenue recognition and billing to ensure smooth operations. You also get real-time message sections that support your team members to review projects instantly. It allows you to add members to the team according to your desire and keep them connected with the progress. You can get a free demo of Worksuite via a web conference. ..show more

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

New York, New York

Strumica, Republic of Macedonia

Pleasanton, California / +1 844-584-2497

N/A

API

N/A

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

Free
Free

Free for your whole team

For individuals or teams looking to organize anything.

Features

  • Unlimited cards
  • Up to 10 boards per Workspace
  • Unlimited Power-Ups per board
  • Unlimited storage (10MB/file)
  • 250 Workspace command runs per month
  • Custom backgrounds & stickers
  • Unlimited activity log
  • Assignee and due dates
  • iOS and Android mobile apps
  • 2-factor authentication
Standard
$6 /User/Month

For small teams that need to manage work and scale collaboration.

Features

  • Includes features of Free plan, plus
  • Unlimited boards
  • Advanced checklists
  • Custom Fields
  • Unlimited storage (250MB/file)
  • 1,000 Workspace command runs per month
  • Single board guests
  • Saved searches
Premium
$12.5 /User/Month

For teams that need to track and visualize multiple projects in several ways, including boards, timelines, calendars, etc.

Features

  • Includes features of Standard plan, plus
  • Views: Calendar, Timeline, Table, Dashboard, and Map
  • Workspace views: Table and Calendar
  • Unlimited Workspace command runs
  • Admin and security features
  • Workspace-level templates
  • Collections
  • Observers
  • Priority support
  • Simple data export
Enterprise
$17.5 /User/Month

For 50 users

$17.50 per User per Month billed Yearly ($210 per user per Year)

For organizations that need to connect work across teams with more security and controls.

Features

  • Includes features of Premium plan, plus
  • Unlimited Workspaces
  • Organization-wide permissions
  • Organization-visible boards
  • Public board management
  • Multi-board guests
  • Attachment permissions
  • Power-Up administration
  • Free SSO and user provisioning with Atlassian Access

Based upon the Number of Users. the pricing plan varies.

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
Free
Free

Up to 3 users

Included:

  • 2 Projects
  • Limited storage space
  • Custom Status
  • Task Management
  • Gantt Chart
  • Project Feeds
  • Calendar & Forums
  • Basic Task and Issue Reports
  • Mobile Apps (Android, iOS, iPad OS)
Premium
$5 /User/Month

Features

  • Unlimited projects
  • 20 Project Templates
  • 100GB of storage space
  • Includes features of Free plan, plus
  • Project Resource Utilisation
  • Project Planned vs Actual
  • Project Gantt Chart
  • Custom Views
  • Subtasks, Reminders and Timers
  • Automate Tasks with Blueprint
  • Advanced Task and Issue Reports
  • Business Hours, Holidays & Weekends
  • Project Budget and EVM
  • Business Rules for Issues
Enterprise
$10 /User/Month

Features

  • Unlimited projects
  • 30 Project Templates
  • Attach files up to 120GB
  • Includes features of Premium plan, plus
  • Portfolio Dashboard
  • Global Gantt chart
  • Critical Path & Baseline
  • Global Resource Utilization
  • Global Planned vs Actual
  • Inter-project dependencies
  • Custom Roles, Profiles & Domain
  • Custom Fields
  • Task Workflow Rules (New)
  • Task Layout Rules (New)
  • SSO, TFA & IP restrictions
  • SLAs for Issues
  • Web Tab
View Price Page
Regular License
$45 Others

$599.00 Regular License (Non-SaaS)

Features

  • Projects
  • Attendance
  • Reports
  • Finance
  • Messages
  • Tickets
  • Customize
  • Setup and Maintenance
  • SLA Available
Extended License
$275 Others

$599.00 Extended License (SaaS)

Features

  • Includes features of Regular License plan, plus
View Price Page

SCREENSHOTS

Trello Screenshots
View 6 screenshot(s)
Perfex CRM Screenshots
View 1 screenshot(s)
Zoho Projects Screenshots
View 12 screenshot(s)
Worksuite Screenshots
View 7 screenshot(s)

INTEGRATIONS

  • Adobe XD
  • Conceptboard
  • Netcrunch
  • Pleexy
  • Slack
  • Disbug
  • Hootsuite
  • Confluence
  • Usersnap
  • Instabug
  • Slab
  • Bitbucket
  • HourStack
  • GitHub
  • GitLab
  • Aha!
  • Detectify
  • Zapier
  • Automate.io
  • Litmus
  • Ybug
  • Outline
  • SpeakUP
  • Fireflies.ai
  • Make
  • IFTTT
  • MailChimp
  • Evernote
  • NativeForms
  • Mentionlytics
  • Front
  • Jell
  • MyLenio
  • Jira
  • noCRM.io
  • Whereby
  • Pastel
  • Moxtra
  • Userlike
  • Clockify
  • Dropbox Business
  • Microsoft Teams
  • Miro
  • Sunsama
  • CloudApp
  • n8n.io
  • Droplr
  • Integrately
  • Hubstaff
  • Typeform
  • Chanty
  • Timeneye
  • Harvest
  • Paperform
  • Screenful
  • Lokalise
  • Intercom
  • Doorbell.io
  • Freshdesk
  • Zoho Cliq
  • Pabbly Connect
  • AbcSubmit
  • Giphy
  • Zoho CRM
  • Everhour
  • Google Drive
  • Focuster
  • WebWork Time Tracker
  • OneLogin
  • TimeCamp
  • ProdPad
  • Zenaton
  • Salesforce
  • Timely
  • Flow XO for Chat
  • Pipedrive CRM
  • FeedbackRig
  • Flock
    NA
  • Zoho Assist
  • Gmail
  • Microsoft Teams
  • Dropbox Business
  • Slack
  • Box
  • Microsoft OneDrive for Business
  • Bitbucket
  • Microsoft Excel
  • GitHub
  • GitLab
  • Zoho Desk
  • Zapier
  • Zendesk Sell
  • Zoho Books
  • Zoho People
  • Google Calendar
  • Zoho Cliq
  • Zoho Docs
  • Zoho Invoice
  • Zoho Meeting
  • Zoho Expense
  • Zoho CRM
  • Zoho Analytics (Zoho Reports)
  • Google Drive
  • Stripe Payments
  • Slack
  • PayPal

ALTERNATIVES

Top alternatives to Trello

Basecamp
Basecamp
Slack
Slack
Monday Hero
Monday Hero
Todoist
Todoist
ClickUp
ClickUp

Top alternatives to Perfex CRM

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