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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 CRM logo
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84% 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

Worksuite logo
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Featured

98% 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

Zoho CRM logo

Zoho CRM

CRM Software

4.3 2,503 user ratings

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Featured

93% 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

HubSpot CRM logo

HubSpot CRM

CRM Software

4.5 40 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 Worksuite generates a space for every department, major project or team to share information, knowledge and keep the tasks planned. Moreover, it comes with an attendance module that permits the workers to sign-in and sign-out directly from their dashboard, which not only saves a lot of time, but also enhances efficiency. With the help of this software, you can track all your projects in the most effortless way. It flaunts a reports section that allows you to scrutinise what's suitable and what’s not for your firm. Worksuite has the ability to automate the process of revenue recognition and billing to ensure smooth operations. You also get real-time message sections that support your team members to review projects instantly. It allows you to add members to the team according to your desire and keep them connected with the progress. You can get a free demo of Worksuite via a web conference. Read more Zoho CRM helps businesses of all size in maintaining a high standard of customer relations with its feature-rich software. The multichannel support feature lets your reach your customers via any medium, be it phone, live chat, email or through social media. With visitor tracking and email analytics, you can see what your customers are seeing and find opportunities for interaction. With pre-built and customizable KPIs, you can see where your team excels and where they need more training. Zoho CRM’s Blueprint ensures that the same level of attention is given to the right customers, even if the sales team grows. It makes sure that everyone in the team follows the right process. Read more A forever-free customer relationship management software that provides solution to all your CRM needs. HubSpot CRM automates the tasks for your sales people which allows more work with less data entry. The interactions are tracked down automatically and a separate visual dashboard displays deals for total visibility. Now handle upto 1,000,000 contacts, users and storage without any expiration date all of it without paying a penny. With Hubspot CRM, you can also send emails in a personalized sequence which is delivered as per the schedule you set. Get notified whenever any lead opens your email so that you know how to follow-up with that particular lead. Read more
Pricing Options
  • Free Trial Not Available
  • Starts at $65.0.
  • Free Trial Available
  • Starts at $45.00.
  • Free Trial Available
  • Starts at $14.0.
  • Free Trial Available
  • Starts at $15.0. Offers Free-forever 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%

84% 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
    92%
  • Reviews
    70%
  • Momentum
    63%
  • Popularity
    64%

98% 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
    100%
  • Reviews
    77%
  • Momentum
    66%
  • Popularity
    82%

93% 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
    100%
  • Reviews
    87%
  • Momentum
    69%
  • Popularity
    68%
SaaSworthy Awards
Not Available
Not Available
# 2 Most Worthy # 7 Fastest Growing # 4 Highly Rated # 19 Fastest Growing

Technical Details

Organization Types Supported
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
  • 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
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
Modes of Support
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
API Support
  • NA
  • NA
  • Available
  • Available

Reviews & Ratings

User Rating
Not Available
5/5 5 user ratings
4.3/5 2,503 user ratings
4.5/5 40 user ratings
Rating Distribution
Not Available
  • Excellent

    100%
  • Very Good

    0%
  • Average

    0%
  • Poor

    0%
  • Terrible

    0%
  • Excellent

    50.2%
  • Very Good

    34.3%
  • Average

    9.8%
  • Poor

    2.8%
  • Terrible

    2.9%
  • Excellent

    62.5%
  • Very Good

    27.5%
  • Average

    5%
  • Poor

    5%
  • Terrible

    0%
User Sentiments
    Not Available
    Not Available

    Ease of Use, Customizable Interface, Extensive Integrations, Affordable Pricing

    Slow Customer Support, Occasional Software Glitches, Limited Mobile Functionality, Complex Customization

    User Friendly Interface, Extensive Integrations, Email Tracking, Task Management

    High Pricing, Limited Customization, Occasional Software Glitches, Complex Workflows

Review Summary
Not Available
Not Available

Zoho CRM receives positive reviews for its user-friendly interface and affordability. Users appreciate its comprehensive features, including lead tracking, contact management, and automation capabilities. However, some users report a steep learning curve and occasional glitches, particularly with advanced features. While customer support receives mixed feedback, Zoho CRM is highly recommended for businesses seeking an all-in-one solution to improve efficiency and customer relationships.

HubSpot Sales Hub is lauded for its user-friendliness, seamless integration with other HubSpot tools, and effective lead management capabilities. Users appreciate its intuitive interface, personalized email sequences, and robust analytics. However, some drawbacks include a steep learning curve, limited reporting options in lower tiers, and occasional glitches. While HubSpot Sales Hub offers a powerful solution for streamlining sales processes and driving growth, it's essential to consider the pricing structure and ensure compatibility with your business needs before committing.

  Read All User Reviews Read All User Reviews Read All User Reviews

AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Not Available
  • Starts at $65.0.
  • Free Trial Available
  • Starts at $45.00.
  • Free Trial Available
  • Starts at $14.0.
  • Free Trial Available
  • Starts at $15.0. Offers Free-forever plan.
Pricing Plans
Monthly Plans Annual Plans

Perfex CRM $65.00 $65.00 Regular License

Regular License $45.00 $45.00 One-Time Payment

Extended License $275.00 $275.00 One-Time Payment

Standard $14.00 $20.00 per user / month

Professional $23.00 $35.00 per user / month

Enterprise $40.00 $50.00 per user / month

Ultimate $52.00 $65.00 per user / month

Free Tools Free

Sales Hub Starter $15.00 $20.00 per month

Starter Customer Platform $15.00 $20.00 per user / month

Sales Hub Professional $90.00 $100.00 per user / month

Sales Hub Enterprise $150.00 $150.00 per user / month

 
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Screenshots & Videos

Screenshots Proposal Worksuite Projects
+ 6 More
Live Chat System
+ 12 More
Marketing Email
+ 6 More
Videos Video Thumbnail
+ 1 More
Video Thumbnail
+ 3 More
Video Thumbnail
+ 3 More
Video Thumbnail
+ 1 More

Vendor information

Company Details Located in: Strumica, Republic of Macedonia Founded in: 2015 Founded in: 2016 Located in: Pleasanton, California - 94588 Founded in: 2005 Located in: Cambridge, Massachusetts Founded in: 2006
Contact Details

Not available

https://www.perfexcrm.com/

Not available

https://worksuite.biz/

+1 877-834-4428

https://www.zoho.com/crm/

+1 888 482 7768

https://www.hubspot.com/products/crm

Social Media Handles

Not available

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