Perfex CRM vs KarmaCRM 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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80% 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

KarmaCRM

CRM Software

4.3 41 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

KarmaCRM is a simple and customizable CRM software that is intuitive and full-featured. Streamline your daily activities and free up time to build better customer relationships. Research and connect with customers with automated social profile searches and integration. Easily collaborate with other team members to share information and serve your customers. Prioritize your day with convenient calendars and task management. Read more

Pricing Options

Free Trial Not Available
Starts at $65.0.

Free Trial Available
Starts at $28.00.

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%

80% 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

72%
Reviews

79%
Momentum

63%
Popularity

72%

Features

Total Features	6 Features	5 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 Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. 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 Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. 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 + 2 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	Business Hours Online	Business Hours Online
API Support	NA	Available

Reviews & Ratings

User Rating	Not Available	4.3/5 41 user ratings
Rating Distribution	Not Available	Excellent 51.2% Very Good 31.7% Average 12.2% Poor 4.9% Terrible 0%
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AI-Generated from the text of User Reviews

Pricing

Pricing Options	Free Trial Not Available Starts at $65.0.	Free Trial Available Starts at $28.00.
Pricing Plans Monthly Plans Annual Plans	Perfex CRM $65.00 $65.00 Regular License	Basic $28.00 $28.00 per user / month Pro $39.00 $39.00 per user / month Premium $55.00 $55.00 per user / month
	View Detailed Pricing	View Detailed Pricing

Alternatives

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	View All Perfex CRM Alternatives	View All KarmaCRM Alternatives