Perfectum CRM+ERP Reviews

Two months ago I started my acquaintance with the Perfectum CRM+ERP cloud system, and I can say with confidence that it was a useful period for my business. At the start, I was attracted by the numerous advantages of the free version of this system.

First of all, I was amazed by the ability to work without time limits - great news for those who value freedom and flexibility. The free version turned out to be truly free, without pitfalls or hidden fees. Weekly automatic updates make using the system even more comfortable and up-to-date.

Despite all these advantages, the free version has some limitations, which, however, are clear and easy to explain. A limited number of users, lack of access to integrations and additional modules, and limited access to analytics and finance - all of these restrictions can undoubtedly be limiting, but they are quite fair for the free version.

My experience using Perfectum CRM led me to an important decision - switch to the paid version. My business requires great capabilities, and the paid version of the system turned out to be what I needed. Advanced features, additional tools, and integrations have given me the flexibility I need to keep my business growing.

Overall, Perfectum is an excellent solution for those who are just starting out in business, as well as for those who are ready to move to the next level with more powerful capabilities.

CRM Perfectum has proven to be a standout choice for my small business after an extensive three-month testing period with various CRM options.

Pros:

The automation capabilities of CRM Perfectum are its shining feature. They have been instrumental in not only optimizing my time but also in efficiently managing the diverse prospecting strands in my sales funnels. These automations have significantly streamlined my workflow and boosted productivity.

Cons:

While CRM Perfectum excels in many areas, there are two minor areas where it could improve. Firstly, expanding its range of integrations would be beneficial, allowing for seamless connections with other essential tools and platforms. Secondly, the process of exporting lists from the system could be slightly more straightforward. It's not overly complex, but even a small enhancement in this regard would make a noticeable difference.

Reason for Choosing CRM Perfectum:

The decision to go with CRM Perfectum was driven by a combination of factors. Its overall ease of use played a pivotal role, as it ensured a smooth onboarding process. The robust automation capabilities were a significant draw, aligning perfectly with my need for time optimization. Additionally, my familiarity with the system, having used it extensively, provided a level of comfort and confidence that was hard to find elsewhere. In short, CRM Perfectum proved to be the most fitting and effective choice for my business.

In our experience, Perfectum has proven itself to be an incredibly powerful ERP solution that doesn't break the bank. The affordability it offers, coupled with its robust features, makes it an ideal choice for businesses of any size.

Pros:

Perfectum stands out as a highly powerful ERP solution that remains affordable for businesses of any scale. The cost-effectiveness of this platform doesn't compromise on the extensive capabilities it provides.

Cons:

While Perfectum excels in many areas, there is a minor setback in terms of support response for community discussions. This could be an area for improvement to enhance the overall user experience.

Recommendations:

Choosing Perfectum is a wise decision, especially for small to mid-sized businesses. Its affordability and powerful features make it a strong contender for businesses looking to optimize their operations without a hefty price tag.

CRM Perfectum has been a revelation for our sales process, offering a comprehensive set of features that have had a profound impact on our operations.

Pros:

CRM Perfectum provides an impeccably clear view of our sales pipeline, ensuring that we never lose sight of potential opportunities. This visual board is a game-changer for tracking and managing our leads and deals.

The software's user interface is not only aesthetically pleasing but also incredibly intuitive. Navigating through CRM Perfectum is a breeze, making it a joy to use on a daily basis.

Lead management is also streamlined, enhancing our overall efficiency.

CRM Perfectum excels in lead generation by extracting leads from various channels, including email and SMS marketing. This multi-faceted approach broadens our reach and ensures a consistent influx of potential clients.

Scheduled Email Marketing: The scheduled email marketing feature has become an integral part of our outreach strategy. It functions flawlessly, enabling us to connect with clients at precisely the right times and in the most effective ways.

CRM Perfectum facilitates seamless communication with clients, making it easy to build and maintain strong relationships. Connecting with clients has never been more straightforward.

Cons:

Surprisingly, our experience with CRM Perfectum has been virtually glitch-free. We haven't encountered any major issues or drawbacks while using the software. We view it as a testament to the software's reliability and effectiveness.

In conclusion, CRM Perfectum is an outstanding CRM solution that has exceeded our expectations in every way. It empowers us to create sales funnels from scratch, drastically reduces our sales cycle, and enhances our overall efficiency. If you're in search of a CRM tool that not only boosts sales but is also easy to manage, look no further than CRM Perfectum. It's a must-try solution that will undoubtedly elevate your sales operations.

Pros:

Perfectum emerges as a holistic solution, effectively managing leads and transforming them into opportunities. The customizable stages for opportunities empower users to tailor the process to their specific needs, adding a layer of flexibility to the overall management.

Cons:

While Perfectum excels in lead and opportunity management, there's room for improvement in the integration of marketing automation tools. 

Overall:

Our work with Perfectum has been marked by a positive experience in managing and tracking our sales team's performance. The forecasting feature, in particular, has been a game-changer, offering insights that enable proactive preparation. As we navigate the sales landscape, Perfectum continues to be a valuable ally in achieving operational excellence.

CRM Perfectum is a versatile solution that has revolutionized our workflow. This comprehensive software seems to anticipate our every need, sparing us the hassle of integrating multiple services or conducting exhaustive surveys to find missing pieces. It's a one-stop-shop for all our business needs, making it a breeze to store documents and files, eliminating the need for additional cloud storage platforms.

Pros:
Perfectum has become an indispensable asset in our daily operations. It's our trusty partner in project management and collaboration. Among its many merits, the standout feature is its impeccable communication tools. With functions for communication, the software seamlessly connects our team members, fostering smooth and efficient collaboration. Gone are the days of disjointed communication – thanks to CRM Perfectum, we're always in sync.

Cons:
While this CRM excels in many areas, its work-time tracking feature is one that we've found less use for. In our context, measuring the hours spent working online doesn't hold much relevance. What truly matters to us is delivering results within the predefined time frames. Thus, we believe that a more beneficial addition would be milestone tracking, allowing us to better monitor and manage project progress. This shift in focus would further enhance the software's already impressive capabilities.