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78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Perfex CRM logo
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81% SW Score 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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CRM Software

4.7 13 user ratings

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Overview

Description 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 AtemisCloud software is a platform used to manage and share business data in minutes. The software offers tools to manage leads and can analyze competition activities to automate workflows. Share data and files with reports to measure business performances. It supports Mobile iOS, and Android smartphone. Marketers, Small and Medium companies make use of the software. Read more
Pricing Options
  • Free Trial Not Available
  • Starts at $65.0.
  • Free Trial Not Available
  • Starts at $10.00.
SW Score & Breakdown

78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    76%
  • Reviews
    60%
  • Momentum
    61%
  • Popularity
    69%

81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    78%
  • Reviews
    71%
  • Momentum
    63%
  • Popularity
    74%

Features

Total Features
6 Features
7 Features
Common Features for All
    Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
    List Management Enables management of multiple lists and communications with them
    Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
    Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
    Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
  • + 3 More - Show Less
    • Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
      List Management Enables management of multiple lists and communications with them
      Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
      Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
      Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
  • + 4 More - Show Less
  • Technical Details

    Organization Types Supported
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    Modes of Support
    • Online
    • Online

    Reviews & Ratings

    User Rating
    Not Available
    4.7/5 13 user ratings
    Rating Distribution
    Not Available
    • Excellent

      69.2%
    • Very Good

      30.8%
    • Average

      0%
    • Poor

      0%
    • Terrible

      0%
      Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • Starts at $65.0.
    • Free Trial Not Available
    • Starts at $10.00.
    Pricing Plans
    Monthly Plans Annual Plans

    Perfex CRM $65.00 $65.00 Regular License

    Start Up $10.00 $10.00 per user / month

    Professional $30.00 $30.00 per user / month

    Corporate $70.00 $70.00 per user / month

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Screenshots Proposal Not Available
    Videos Video Thumbnail
    + 1 More
    Video Thumbnail

    Vendor information

    Company Details Located in: Strumica, Republic of Macedonia Founded in: 2015 Located in: Wilmington, Delaware
    Contact Details

    Not available

    https://www.perfexcrm.com/

    +1 707 500 0071

    https://www.atemiscloud.com/

    Social Media Handles

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