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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 | Are they tired of losing track of their sales leads and contacts? Are they looking for a way to boost their sales productivity and close deals faster? Look no further, because OptifiNow is here to revolutionize the way they measure sales with support. OptifiNow is a cutting-edge software platform designed to help professionals like they manage leads, contacts, and accounts with ease. With just a few clicks, they can access all their important data right from their device, making it convenient for they to stay on top of their game no matter where they are. But what sets OptifiNow apart from other sales software is its powerful collaboration features. Our platform allows they to work seamlessly with their team, sharing leads, prioritizing opportunities, and ultimately closing deals faster and more efficiently. No more wasted time on disorganized spreadsheets or endless email threads with OptifiNow, they can streamline their sales process and take their team's productivity to new heights. While OptifiNow is a game-changer for professionals across various industries, it is especially beneficial for small and medium-sized companies. We understand that every sale counts when you're a smaller business, and that's why we've created a platform that caters to their specific needs, giving they a competitive edge in the market. So why wait? Join the thousands of satisfied users who have seen a significant increase in their sales success with OptifiNow. With its intuitive and user-friendly interface, powerful collaboration tools, and ability to cater to small and medium companies, OptifiNow is the ultimate solution for professionals like you. Say goodbye to scattered data and missed opportunities opt for OptifiNow today and experience the difference it can make for their sales! 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
|
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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11 Features
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Common Features for All |
Call Logging
Contact Management
Customer Support
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
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Call Logging
Contact Management
Customer Support
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
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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 |
OptifiNow Custom |
View Detailed Pricing
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View Detailed Pricing
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Screenshots |
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Videos |
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Company Details | Located in: Strumica, Republic of Macedonia Founded in: 2015 | Located in: Seal Beach, California - 90740 |
Contact Details |
Not available |
+1 888-571-3709 |
Social Media Handles |
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