Home/Compare/Zoho CRM vs Perfex CRM
Updated on: November 13, 2019

Zoho CRM vs Perfex CRM

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Zoho CRM
(2343 Ratings)
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Zoho CRM
(2343 Ratings)
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Overview

Summary

Zoho CRM helps businesses of all size in maintaining a high standard of customer relations with its feature-rich software. The multichannel support feature lets your reach your customers via any medium, be it phone, live chat, email or through social media. With visitor tracking and email analytics, you can see what your customers are seeing and find opportunities for interaction. With pre-built and customizable KPIs, you can see where your team excels and where they need more training. Zoho CRM’s Blueprint ensures that the same level of attention is given to the right customers, even if the sales team grows. It makes sure that everyone in the team follows the right process. ..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

Pleasanton, California - 94588 / +1 (888) 900-9646

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

Free
Free

Features

  • Free for 3 Users
  • Basic Support
  • Leads
  • Contacts
  • Accounts
  • Deals
  • Tasks, events, call log, and notes
  • CRM views
  • Advanced filters
  • Page customization
  • Rename tabs
  • Custom list views : 5 per Module
  • Workflow rules : 1 Rule per Module
  • Email Notification : 5 Emails per Rule, 50 Emails per User License, 150 Emails per Day
  • Task Action : 5 per Action
  • Standard reports
  • Charts
  • Email templates : 10
  • Email opt-out
  • Website visitor tracking
  • Web-to-lead form : 1 form per module
  • Web-to-contact form : 1 form per module
  • Calendar
  • Status updates
  • Direct messages
  • Attach files to feeds
  • Follow-up rules
  • Business hours
  • Folder sharing
  • Attach documents
  • File versioning
  • Reviews
  • Free storage per organization : 1 GB
  • Data storage (all modules) : 5000
  • Import data (per batch) : 1000
  • Export module data
  • Data backup : $8.72 per Request
  • Import history : Past 60 days
  • Profiles : 2
  • Organizational hierarchy (Roles) : 2
  • Integration with Zoho Motivator, Zoho Campaigns, Zoho Analytics, Zoho Reports, Zoho Projects, Zoho SalesIQ, Zoho Desk, Zoho Survey
  • Zoho CRM contextual gadget for Gmail
  • Export events to Google Calendar
  • Export to Google Tasks
  • API : 5000 Calls per Day per Organization
  • Basic Support
Standard
$18 /User/Month

Features

  • Includes features of Starter plan, plus
  • Email insights
  • Scoring rules : 10 rules per module
  • Custom fields : 10 fields per module
  • Unique fields : 2 fields per module
  • Tab groups : 10 groups
  • Workflow rules : 6 rules per module, 5 conditions per rule
  • Email Notification : 100 emails per User License
  • Convert Action
  • Zia Intelligence for Automation
  • Custom reports : 100
  • Schedule reports : 20 Schedulers per user, Maximum 100 schedulers per day.
  • Custom dashboards : 10 Dashboards
  • Social tab : 1 Brand
  • Email templates : 100
  • Web-to-lead form : 5 form per module
  • Web-to-contact form : 5 form per module
  • Tagging : 5 tags per record, 20 tags per module
  • Data storage (all modules) : 100000
  • Data backup : 2 backups per month
  • Profiles : 5
  • Organizational hierarchy (Roles) : 5
  • Groups : 20
  • CRM Marketplace (Extensions for Zoho CRM)
  • Functions : 15000 credits per day per organization
Professional
$30 /User/Month

Features

  • Includes features of Standard plan, plus
  • Macros
  • SalesSignals
  • Scoring rules : 20 rules per module
  • Email Association with Deals
  • Custom fields : 155 fields/module (Note: Activities module has only 140 fields)
  • Custom links : 10 per module
  • Validation Rules : 5 rules per layout
  • Custom list views : Unlimited
  • Workflow rules : 20 rules per module, 5 conditions per rule
  • Email Notification : 200 emails per User License
  • Field update Action : 3 updates per action
  • Webhook Action : 1 per action, 10000 calls per day or 100 calls per user license per day. Limit applicable for the org. (whichever is lower)
  • Assignment rules : 20 rules and 20 rule entries
  • Active Blueprints : 3
  • Common Transition per Blueprint : 2
  • Transition per Blueprint : 10
  • Field count during Transition : 4
  • Custom reports : Unlimited
  • Custom dashboards : Unlimited
  • Email templates : Unlimited
  • Mass email : 500 emails per day
  • Zoho CRM for Google Ads
  • Web-to-lead form : 10 form per module
  • Web-to-contact form : 10 form per module
  • Web-to-case form
  • Gamescope
  • Tagging : 10 tags per record, 60 tags per module
  • Products
  • Price books
  • Sales quotes
  • Sales orders
  • Invoices
  • Vendors
  • Purchase orders
  • Cases
  • Solutions
  • Data storage (all modules) : Unlimited
  • Import data (per batch) : 20000
  • De-duplicate data
  • Profiles : 15
  • Organizational hierarchy (Roles) : 10
  • Field-level security
  • Groups : 30
  • Zoho Mail Add-on
  • Zoho Writer Add-on
  • Zoho Finance Suite Integration
  • Plug-in for Microsoft Outlook
  • Plug-in for Microsoft Office
  • Zoho CRM web forms for Google Sites : 10 per module
  • API : 500000 credits per day per organization
  • Functions : 20000 credits per day per organization
Enterprise
$45 /User/Month

Features

  • Includes features of Professional plan, plus
  • Multiple currencies
  • Contextual custom related lists
  • Scoring rules : 30 rules per module
  • Email parser
  • Custom fields : 310 Fields per Module (Note: Activities module has only 230 fields)
  • Picklist history tracking
  • Web tabs : 25
  • Custom modules : 50 modules
  • Custom buttons : 50 per module
  • Sandbox
  • Page layouts : 3 per module
  • Canvas view : 3 views per module per organization (with every user license)
  • Layout Rules : 10 per layout
  • Validation Rules : 10 rules per layout
  • Subforms : 2 per module
  • Translations
  • Reporting Hierarchy
  • Multi-select Lookup : 2 per module
  • Tab groups : 25 groups
  • Workflow rules : 50 rules per module, 10 conditions per rule
  • Email Notification : 300 emails per User License
  • Webhook Action : 1 per Action, 20000 Calls per Day or 500 Calls per User License per Day (Limit applicable for the organization (whichever is lower))
  • Functions : 1 Instant Action and 5 Scheduled Actions per Rule
  • Scheduled Actions : 5 per Workflow rule
  • Approval process
  • Assignment rules : 20 Rules and 50 rule entries
  • Schedules
  • Case escalation rules
  • Active Blueprints per module : 20
  • Common Transition per Blueprint : 5
  • Transition per Blueprint : 100
  • Field count during Transition : 10
  • Lead Conversion Prediction
  • Deal Closure Prediction
  • Data Enrichment (Paid Extension)
  • Zia Voice
  • Zia Reminder
  • Best time to contact
  • Macro suggestion
  • Funnels
  • Target Meter
  • Comparator
  • Anomaly Detectors (Powered by Zia) : 10 trends
  • Social tab : 2 Brands
  • Mass email : 1000 Emails per Day
  • Auto-responders : 3 autoresponders
  • Tagging : 10 tags per record, 100 tags per module
  • Web-to-case form : 20 forms per module
  • Portals
  • Free Storage per User license : 1 GB
  • Import data (per batch) : 30000
  • Profiles : 25
  • Organizational hierarchy (Roles) : 250
  • Data sharing rules : 15 rules per module
  • Groups : 50
  • Record-level sharing
  • Data Encryption (EAR)
  • Territory management : 150 territories
  • Zoho Webinar Integration
  • Zoho Backstage Integration
  • Integration with Zoho Creator
  • Zoho SalesInbox
  • Zoho CRM web forms for Google Sites : 20 per module
  • Mobile SDK
  • Web Apps SDK
  • Widgets
  • Connections
  • API : 1000000 credits per day per organization
  • Functions : 100000 credits per day per organization
Ultimate
$100 /Month

Features

  • Includes features of Enterprise plan, plus
  • Dedicated database cluster
  • Advanced Customization
  • Automation suggestions
  • Data enrichment
  • Enhanced storage
  • Email sentiment
CRM Plus
$60 /User/Month

Features

  • Includes features of Enterprise Edition plan, plus
  • Email marketing
  • Customer surveys
  • Visitor tracking
  • Social Media Marketing
  • Project management
  • Advanced Analytics

Add-ons

  • CRM - 5GB Storage : $5 per month
  • Campaigns - 5000 Contacts : $45 per month
  • SalesIQ - 100000 Visitors : $100 per month
  • Reports - 2 Million Rows : $80 per month
  • Social - 1 Brand : $20 per month
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

View 23 screenshot(s)
View 6 screenshot(s)

INTEGRATIONS

  • Office 365
  • Slack
  • Zoho Creator
  • SurveyMonkey
  • Zoho Survey
  • Zoho SalesIQ
  • Zoho Desk
  • Quickbooks
  • PandaDoc
  • Zapier
  • ClickDesk
  • Zoho Projects
  • PieSync
  • Eventbrite
  • Xero
  • Knowlarity
  • Zoho Forms
  • Zoho Cliq
  • ActiveCampaign
  • MailChimp
  • Zoho Meeting
  • Constant Contact
  • Unbounce
  • Zoho Campaigns
  • GoToWebinar
  • GetResponse
  • Front
  • Shopify
  • Zoho Social
    NA