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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 ![]()
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89% 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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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 | In an age where efficiency is key to business success, ClientTether champions the franchising world with its powerhouse franchise management software. Designed to catapult FranDev and unit operations to stellar heights, it's the silent champion working tirelessly behind the scenes to double the sales effortlessly. Imagine stepping into a realm of unmatched sales growth, bolstered by the most advanced automation tools that make competitors pale in comparison. Instantaneous responses to leads? Yes, within a jaw-dropping 30 seconds. Comprehensive lead management that sings in harmony with the CRM? Absolutely. And there's more — dashboards that paint a clear picture of the lead sources, marketing funnels that are not just funnels but thrilling customer journeys, and communication touchpoints so personalized they'll think you're telepathic. Seal the deal faster with integrated e-signatures, seamless payment facilitation, and meticulous proposal management. Then watch the reputation soar as ClientTether helps automate online review procurement, launches new service promotions, and deftly manages referral requests with precision. Keep the treasured clients coming back for more with automated campaigns and loyalty programs designed to captivate and retain. With ClientTether, the franchise is set to rise above the fray, commanding attention in the crowded franchise landscape with a customer service revolution. Read more |
Pricing Options |
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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
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89% 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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SaaSworthy Awards |
Not Available
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# 15 Fastest Growing |
Total Features |
6 Features
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21 Features
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Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
List Management
Marketing Automation
Opportunity Management
Order Management
Project Management
Quotes (Proposals)
Real-time Data Sync
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
List Management
Marketing Automation
Opportunity Management
Order Management
Project Management
Quotes (Proposals)
Real-time Data Sync
Reporting (Analytics)
Sales Force Automation
Territory Management
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Unique Features |
Customization
Omnichannel Customer Engagement
Predictive Analytics
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Customization
Omnichannel Customer Engagement
Predictive Analytics
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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API Support |
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User Rating |
Not Available
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Rating Distribution |
Not Available
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Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Perfex CRM $65.00 $65.00 Regular License |
ClientTether Custom |
View Detailed Pricing
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View Detailed Pricing
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Screenshots |
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Not Available |
Videos |
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+ 1 More
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Company Details | Located in: Strumica, Republic of Macedonia Founded in: 2015 | Located in: Spanish Fork, UT - 84660 Founded in: 2014 |
Contact Details |
Not available |
+1 (385) 332-8144 |
Social Media Handles |
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