Home/Compare/Zoho CRM vs Perfex CRM
Updated on: April 2, 2020

Zoho CRM vs Perfex CRM

98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Zoho CRM
(2923 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
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98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Zoho CRM
(2923 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
Visit Website Visit Website



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


Call Logging

Contact Management

Customer Support

Lead Scoring

List Management

Marketing Automation

Product Catalog

Project Management

Quotes (Proposals)

Referral Tracking


Access Monitoring

24/7 (Live rep)

Business Hours


Contact Number/Address

Pleasanton, California

Strumica, Republic of Macedonia





Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac




Large Enterprises

Medium Business

Small Business


Pricing Model

Free Trial


One-time license



Quotation Based




  • 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
$18 /User/Month


  • Includes features of Starter plan, plus
  • Scoring Rules
  • Email Insights
  • Workflow Conversion
  • Tags and Groups
  • Web Forms
  • Custom, Unique Fields
  • Custom Reports and Dashboards
$30 /User/Month


  • Includes features of Standard plan, plus
  • SalesSignals - Real-time Notifications
  • Blueprint - Process Management
  • Email Integration - IMAP
  • Web-to-Case Forms
  • Inventory Management
  • Validation Rules
  • Google Ads Integration
$45 /User/Month


  • Includes features of Professional plan, plus
  • Zia Voice- Conversational AI
  • SalesInbox - Pipeline View for Emails
  • Canvas - Visual CRM view
  • Built-in Analytics
  • Multi-user Portals
  • Custom Modules and Buttons
  • Mobile SDK and App Distribution
  • Territory Management
$100 /Month


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


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


  • 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


Zoho CRM Screenshots
View 1 screenshot(s)
Perfex CRM Screenshots
View 6 screenshot(s)


  • 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