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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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87% 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 | Team365 software is a unified CRM platform used to collaborate with your team to automate business workflows. Create multiple pipelines with customizable stages to manage customer operations inside their CRM. Manage your contacts to make call with a prospect or meeting with them directly. Monitor leads to manage your business prospects through email, over the phone, Twitter, and web forms. Measure the performance of your pipeline via Dashboard. Marketing teams, Small, Medium and Large companies make use of the software. 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
|
87% 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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21 Features
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Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Unique Features |
Customization
Predictive Analytics
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Customization
Predictive Analytics
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Organization Types Supported |
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Platforms Supported |
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Modes of 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 |
Basic Others Business Others Enterprise Others |
View Detailed Pricing
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View Detailed Pricing
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Screenshots |
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Not Available |
Videos |
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+ 1 More
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Company Details | Located in: Strumica, Republic of Macedonia Founded in: 2015 | Located in: Delhi, India Founded in: 2009 |
Contact Details |
Not available |
+91-8448283040 |
Social Media Handles |
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