Perfex CRM vs Prosoftly 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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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 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

Prosoftly software is a cloud-based platform used to boost sales and customer services. The software offers tools to create new sales opportunities and schedule meetings with your customers. Send customized emails and segment your customers for better communications. Analyze and generate reports to measure your sales performances. It integrates with Gmail, QuickBooks, and more. Small, Medium companies make use of the software. Read more

Pricing Options

Free Trial Not Available
Starts at $65.0.

Free Trial Available
Starts at $7.00. 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%

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

80%
Reviews

60%
Momentum

61%
Popularity

67%

Features

Total Features	6 Features	8 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 Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. 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 Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. 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 + 5 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 Installed - Windows	SaaS/Web/Cloud Installed - Windows
Modes of Support	24/7 (Live rep) Online	24/7 (Live rep) Online

Pricing

Pricing Options	Free Trial Not Available Starts at $65.0.	Free Trial Available Starts at $7.00. Offers Custom plan.
Pricing Plans Monthly Plans Annual Plans	Perfex CRM $65.00 $65.00 Regular License	Basic $8.00 $8.00 per user / month Business $7.00 $7.00 per user / month Enterprise Custom
	View Detailed Pricing	View Detailed Pricing

Alternatives

	Applicative CRM Perfex CRM Vs Applicative CRM Odoo CRM 4.3 121 ratings Perfex CRM Vs Odoo CRM ProProfs Project 4.5 141 ratings Revenew CRM Perfex CRM Vs Revenew CRM ASPEC CRM 5 1 ratings Perfex CRM Vs ASPEC CRM	FreeCRM 4.4 11 ratings Prosoftly Vs FreeCRM SimpleCRM 4.4 16 ratings Prosoftly Vs SimpleCRM SalesCRM Prosoftly Vs SalesCRM CRM.me 4.6 24 ratings Prosoftly Vs CRM.me Second CRM 4 1 ratings Prosoftly Vs Second CRM
	View All Perfex CRM Alternatives	View All Prosoftly Alternatives