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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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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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| 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 | noCRM.io is a lead management tool that provides managers visibility over the sales pipeline and drives efficiency among sales reps. It eliminates the need for time-consuming training sessions to onboard your team as is required in traditional CRM systems. Manage leads efficiently and gain a 360° view of your sales pipeline. Add the series of steps you need to take your leads through to close deals. With built-in prospecting lists, salespeople can tap into their pool of unqualified prospects and generate more hot leads for their sales pipeline. Read more |
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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
|
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
|
| Total Features |
6 Features
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4 Features
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| Common Features for All |
Contact Management
Customer Support
List Management
Marketing Automation
Project Management
Quotes (Proposals)
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Contact Management
Customer Support
List Management
Marketing Automation
Project Management
Quotes (Proposals)
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| User Rating |
Not Available
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| Rating Distribution |
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| User Sentiments |
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Ease of Use, Lead Management, Sales Process Focus, Customizable Pipeline Limited Reporting Functionality, Mobile App Usability, Complex Lead Entry for Multiple Contacts, Limited Third-Party Integrations |
| Review Summary |
Not Available
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Overall, users praise the simplicity, ease of use, and intuitive interface of the product, describing it as a great alternative to traditional CRM systems. Many appreciate its straightforward approach to customer relationship management, emphasizing its effectiveness for small businesses and those seeking a no-fuss solution. While some users mention occasional glitches and a lack of advanced features, most agree that the product's user-friendliness and focus on core CRM functions make it a solid choice for those seeking a hassle-free CRM experience. |
| Read All User Reviews |
AI-Generated from the text of User Reviews
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Pricing Plans
Monthly Plans
Annual Plans
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Perfex CRM $65.00 $65.00 Regular License |
Sales Essentials $21.00 $25.00 per user / month Dream Team $29.00 $36.00 per user / month |
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View Detailed Pricing
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View Detailed Pricing
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| Screenshots |
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+ 4 More
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| Videos |
+ 1 More
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| Company Details | Located in: Strumica, Republic of Macedonia Founded in: 2015 | Located in: Paris, France Founded in: 2013 |
| Contact Details |
Not available |
Not available |
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