Perfex CRM vs ClientTether Comparison

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

CRM Software

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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

ClientTether

CRM Software

4.9 27 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	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	Free Trial Not Available Starts at $65.0.	Free Trial Available Offers Custom plan.
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%	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 Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 94% Reviews 76% Momentum 64% Popularity 75%
SaaSworthy Awards	Not Available	# 15 Fastest Growing

Features

Total Features	6 Features	21 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. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way 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 Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 3 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way 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 Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 15 More - Show Less
Unique Features	Customization Helps to customize the system for use in industry-specific use cases Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities	Customization Helps to customize the system for use in industry-specific use cases Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

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	24/7 (Live rep) Online	24/7 (Live rep) Online
API Support	NA	Available

Reviews & Ratings

User Rating	Not Available	4.9/5 27 user ratings
Rating Distribution	Not Available	Excellent 88.9% Very Good 11.1% Average 0% Poor 0% Terrible 0%
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Pricing

Pricing Options	Free Trial Not Available Starts at $65.0.	Free Trial Available Offers Custom plan.
Pricing Plans Monthly Plans Annual Plans	Perfex CRM $65.00 $65.00 Regular License	ClientTether Custom
	View Detailed Pricing	View Detailed Pricing

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