Home/CRM Software/Vtiger vs Perfex CRM
Updated on: October 23, 2021

Compare Vtiger vs Perfex CRM

94% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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Vtiger
Vtiger CRM Software
(676 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
85% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
97% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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94% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
Vtiger

Vtiger

CRM Software
(676 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
85% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
97% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
Visit Website Visit Website Visit Website Visit Website

Overview

Summary

Vtiger is a CRM software used to engage customers, manage contacts, track deals, and send and invoices. Small, Medium and Large companies make use of the software.

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

EngageBay is an all-in-one marketing and sales CRM solution that helps businesses organize email contacts, monitor deals, grow sales, and build customer relationships. Users can get a complete view of every interaction ever had with their leads and get deep customer insights to the market and sell better. It allows users to design engaging emails and run email marketing campaigns easily with just a simple click of a button. Businesses can measure performance and get better click-through rates, thus helping to grow the business. Through the customizable forms feature, users can create simple and stylish forms on any device and dramatically improve their conversations. Users can choose from a wide range of landing page templates or create their pages in less than two minutes. The powerful email tracker helps to keep track of prospects actions and get notified the moment someone opens an email or clicks a link in the email. ..read more

A CRM software built with intuitive interfaces, clean layouts and a simple user experience to help you manage your customer relations efficiently. An easy to customise software, Pipedrive CRM serves you the way you want to, according to your needs. The software is built around sales pipeline monitoring methodology, which offers a quality visual interface prompting users you to take appropriate action, stay organised and monitor challenging sales process. The email integration feature connects automatically to the contacts and displays everything that’s happening with a particular prospect at one place. ..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

Bangalore, India / +91 9243602352

Strumica, Republic of Macedonia

Mountain House, California / +1 877-509-3570

New York, New York

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

Professional (All in one)
$42 /User/Month

Features

  • Contacts & Organizations
  • Pipeline Management
  • Smart Webforms
  • Quote builder
  • Workflow automation
  • Document Insights
  • Meeting Scheduling
  • Lead Scoring
  • Sales Inbox
  • Sales Insights
  • Dashboard
  • Calendar & Task Management
  • Smart Notifications
  • Make, receive & record calls
  • Custom fields
  • Automatic Lead Assignment
  • Multiple Sales Pipelines
  • Social Media Integration
  • Revenue Forecasts & Quotas
  • Invoicing
  • Payment Tracking
  • Opportunity Revenue Line items
  • Bulk email credits
  • 2-way email sync (Gmail)
  • Custom chat (Coming soon)
Enterprise (All in one)
$58 /User/Month

Features

  • Includes features of Professional plan, plus
  • Reporting
  • Quote & Deal Approvals
  • Multiple Currencies
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

Features

  • 1,000 Contacts & Companies
  • 1,000 Branded Emails per month
  • Contact Management
  • 360 Degree Contact View
  • Deals
  • Tasks
  • Email Tracking
  • Appointment Scheduling
  • Gsuite Integration
  • Live Chat
  • Conversational Inbox
Basic
$12.99 /User/Month

$7.79 per User per Month billed Biennial

Features

  • 10,000 Contacts
  • 10,000 Branded Emails
  • Includes features of Free plan, plus
  • Multiple Deal Tracks
  • Calling
  • Predictive Lead Score
  • 3rd Party Integrations
  • Tag Manager
Growth
$24.99 /User/Month

$14.99 per User per Month billed Biennial

Features

  • 20,000 Contacts
  • 20,000 Branded Emails
  • Includes features of the Basic plan, plus
  • Email Scheduler
  • Leader Board
  • Multi-Currency
  • Sales Automation
  • Products
  • Proposals
Pro
$49.99 /User/Month

$29.99 per User per Month billed Biennial

Features

  • 30,000 Contacts
  • 30,000 Branded Emails
  • Includes features of Crowth plan, plus
  • Proposal Analytics
  • Auto Dialer
  • Proposal Analytics
  • Role Management
  • Call Records
  • Call Scripts
  • Goals
  • Custom Reporting
View Price Page
Essential
$15 /User/Month

Organize activities and pipelines to follow up with ease

Features

  • Deal management
  • Customizable pipelines
  • Custom fields
  • Data import and export
  • Merge duplicate data
  • Deal rotting
  • Contact and org management
  • Data import and export
  • Email inbox
  • Emails linked to contacts and deals
  • Meeting scheduler: Basic
  • Calendar view and activity management
  • Activity reminder notifications
  • Contacts map
  • File attachments
  • Sales Assistant
  • Activity reminder notifications
  • API access
  • Webhooks
  • Deal reports
  • Activity reports
  • Visual dashboards: 1
  • Shareable dashboard links
  • Company and user goals
  • Open API and integrations
  • User access and device logs
  • Two-factor authentication login
  • Advanced user permissions: 2 sets
  • World-class data storage
  • SOC 2 compliant
  • AES-256 encryption
  • Native mobile Android and iOS apps
  • Real-time sync across all devices
  • Caller ID linked to deals and activities
  • Automatic call logging
  • Client location on maps
  • Contact sync with Google and Microsoft
  • Calendar sync with Google and Microsoft
  • Google Drive sync
  • Chrome extension for Gmail
  • Apps marketplace with 150+ integrations
  • App supports 16 languages
  • 24/7 customer support: Chat
  • Online help center
  • Pipedrive Developer Center access
  • GDPR-compliant
  • 24/7 support (chat & email)
  • iOS + Android mobile apps
  • 150+ apps & integrations
  • US & EU data centers
  • Open API

Add-Ons

  • LeadBooster: $39 per company billed monthly or $32.50 per company per month billed annually
    • Chatbot
    • Live Chat
    • Prospector
    • Web Forms
  • Web Visitors: $49 per company billed monthly or $41 per company per month billed annually
Advanced
$29 /User/Month

Track and automate your day for less legwork and more sales

Features

  • Includes features of the Essential plan, plus
  • Products catalog
  • Two-way email sync
  • Customizable email templates
  • Merge fields
  • Email open and click tracking
  • Sales Docs
  • Autofilled templates and offline docs
  • Google Drive integration
  • OneDrive integration
  • Document open tracking: Unlimited in BETA
  • Customizable signatures
  • Autofilled templates and offline docs.
  • Google Drive integration
  • OneDrive integration
  • Document open tracking
  • Workflow automation: 30
  • Smart contact data
  • Important fields
  • Insights and reports
  • Recurring revenue reports
  • SAML SSO (single sign-on) login
  • Web-to-mobile calls
  • Includes features of Add-Ons
Professional
$59 /User/Month

Everything you need to collaborate, communicate and grow revenue

Features

  • Includes features of the Advanced plan, plus
  • Group emailing
  • eSignatures: Unlimited in BETA
  • Caller
  • Company-wide sharing of docs and templates
  • Unbranded sending and signing
  • eSignatures : Unlimited
  • Workflow automation: 60
  • Leads reports *coming soon*
  • Custom fields and reports
  • Revenue forecast reports
  • Meeting scheduler
  • Smart Docs Pro
  • Visual dashboards: Unlimited
  • Team management
  • Team goals
  • Security dashboard
  • Security alerts
  • Security rules
  • Advanced user permissions: 3 sets
  • Advanced deal and contact visibility settings
  • Includes features of Add-Ons
Enterprise
$99 /User/Month

At least 10 users required ($990)

Get custom onboarding and support with your CRM

Features

  • Includes features of the Professional plan, plus
  • Workflow automation: 100
  • Advanced user permissions: Unlimited
  • Includes features of Add-Ons
View Price Page

SCREENSHOTS

Vtiger Screenshots
View 3 screenshot(s)
Perfex CRM Screenshots
View 1 screenshot(s)
EngageBay Sales CRM Screenshots
View 7 screenshot(s)
Pipedrive Screenshots
View 3 screenshot(s)

INTEGRATIONS

  • Knowlarity
  • Olark
  • Office 365
  • Quickbooks
  • Zapier
  • MailChimp
  • PieSync
  • Xero
    NA
  • Postmark
  • Mailgun
  • Mandrill
  • Zapier
  • SendGrid
  • Xero
    NA

ALTERNATIVES

Top alternatives to Vtiger

SuiteCRM
SuiteCRM
Zoho CRM
Zoho CRM
Salesforce
Salesforce
Odoo CRM
Odoo CRM
HubSpot CRM
HubSpot CRM

Top alternatives to Perfex CRM

SuiteCRM
SuiteCRM
Zoho CRM
Zoho CRM
Salesforce
Salesforce
Pipedrive
Pipedrive
Insightly
Insightly