Home/Compare/Zoho CRM vs Perfex CRM
Updated on: October 24, 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
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Zoho CRM CRM Software
(6569 Ratings)
81% 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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96% 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
Remove
Zoho CRM CRM Software
(6569 Ratings)
81% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
96% 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 Try for Free

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

With monday.com, you can better plan, organize and track your work from one centralized, visual and collaborative work space. It is intuitive and easy to use, which means that your team members can get up and running quicker by just sending them an email. Monday.com prioritizes flexibility to ensure that each team has a workflow that adopts to how they work. Easy onboarding, fast adoption With monday.com, you can plan everything you do in a very visual way, which makes it easier to stay on top of your tasks and not fall behind. You can agiley pivot from one strategy and challenge to the next, while adapting the way you work and your workflows. This solution provides an at a glance overview of the status of your workflows and projects so you can easily track the progress of each of them. To start off, all you have to do is to pick a template and you can then customize it to fit the needs of your company and match the structure of your workflows. ..read more

Features

Budget Management

Call Logging

Contact Management

Customer Support

IT Project Management

Idea Management

Issue Management

Kanban Board

Lead Scoring

List Management

Marketing Automation

Milestone Tracking

Percent-Complete Tracking

Portfolio Management

Product Catalog

Project Management

Project Planning

Project Templates

Quotes (Proposals)

Recurring Task Management

Referral Tracking

Requirement Management

Resource Management

Status Tracking

Task Management

Time & Expense Tracking

Timeline View

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Pleasanton, California / +1 877-834-4428

Strumica, Republic of Macedonia

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

Free
Free

Features

  • Free for 3 Users
  • Leads
  • Documents
  • Mobile apps
Standard
$18 /User/Month

Features

  • Includes features of Free plan, plus
  • Scoring Rules
  • Workflows
  • Multiple Pipelines
  • Mass Email
  • Custom Dashboards
Professional
$30 /User/Month

Features

  • Includes features of Standard plan, plus
  • SalesSignals
  • Blueprint
  • Web-to-Case Forms
  • Validation Rules
  • Inventory Management
Enterprise
$45 /User/Month

Features

  • Includes features of Professional plan, plus
  • Zia AI
  • CommandCenter
  • Canvas
  • Multi-user Portals
  • Advanced Customization
  • Mobile SDK & MDM
Ultimate
$55 /User/Month

Features

  • Includes features of Enterprise plan, plus
  • Advanced BI - bundled with Zoho Analytics
  • Enhanced Feature Limits
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
Basic
$49 /User/Month

For 5 users, Pricing varies based on number of users upto 200

Features

  • Unlimited free viewers
  • Unlimited boards
  • Over 20 column types
  • iOS and Android apps
  • File storage: 5 GB
  • Activity log: 1 week
  • Whiteboard integration
  • Embed documents
  • Kanban view
  • Embedded forms
  • Dashboards: 1 board per dashboard
  • Two-factor authentication
  • Self-serve knowledge base
  • 24/7 customer support

Standard
$59 /User/Month

For 5 users, Pricing varies based on number of users upto 200

Features

  • Includes features of basic plan, plus
  • File storage: 50 GB
  • Activity log: Unlimited
  • Zoom integration
  • Timeline view
  • Calendar view
  • Share boards with guests: 4 guests billed as 1 user
  • Map view
  • Advanced search
  • Forms customization
  • Integrations: 250 actions/month
  • Automations: 250 actions/month
  • Dashboards: 3 boards per dashboard

Pro
$99 /User/Month

For 5 users, Pricing varies based on number of users upto 200

Features

  • Includes features of Standard plan, plus
  • File storage: Unlimited
  • Share boards with guests: Unlimited
  • Time tracking
  • Chart view
  • Formula column
  • Custom tags
  • Private boards
  • Integrations: 25,000 actions/month
  • Automations: 25,000 actions/month
  • Dashboards: 10 boards per dashboard
  • Google authentication

Enterprise
Custom

For users more than 200

Features

  • Includes features of Pro plan, plus
  • Integrations: 250,000 actions/month
  • Automations: 250,000 actions/month
  • Dashboards: 25 boards per dashboard
  • Single Sign On (Okta, One login, Azure AD, Custom SAML)
  • Audit log
  • Session management
  • HIPAA Compliance
  • 99.9% uptime SLA
  • Advanced account permissions
  • Tailored onboarding
View Price Page

SCREENSHOTS

Zoho CRM Screenshots
View 4 screenshot(s)
Perfex CRM Screenshots
View 1 screenshot(s)
monday.com Screenshots
View 22 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
  • Copper (ProsperWorks CRM)
  • Dropbox Business
  • Asana
  • Slack
  • JotForm
  • MailChimp
  • Typeform
  • SurveyMonkey
  • Trello
  • GitHub
  • Todoist
  • Toggl Track
  • GitLab
  • Google Drive
  • Harvest
  • Salesforce
  • Pipedrive
  • Shopify
  • Jira

ALTERNATIVES

Top alternatives to Zoho CRM

HubSpot CRM
Salesforce
Bigin by Zoho CRM
Pipedrive
SugarCRM

Top alternatives to Perfex CRM

SuiteCRM
Salesforce
Zoho CRM
SugarCRM
Insightly