Name: Perfex CRM
Rating: 5.0 (1 reviews)

Overview

About Perfex CRM

Customer Relationship Management software that is a great fit for almost any small business, freelancer or many other uses. Explore the awesome Perfex CRM features that will help you get your business to the next level. Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member. With the simple Kan Ban you can keep track of leads and easily follow their progress.

Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.

At a glance

Software information

Industries served, licensing and the support Perfex CRM provides.

Industries

Marketing-advertising

Licensing

Proprietary
Annual Subscription

Support

Email
24x7 Support

Training

Help Guides
Video Guides
Blogs
On-Site Training

Knowledge Base

Help Guides
Video
Blog
On-Site Training

Languages (1)

English

Review analytics

What customers report

5.0

Based on 1 verified review

What users say

Review Analytics of Perfex CRM

Every review is verified through Goodfirms before it's published.

5.01 Verified Review

Online ProfessionalsVerified Review

Posted on Jun 25, 2020

“Perfex CRM... is a next level CRM!”

Overall rating5.0

Perfex CRM is a next level CRM for small snd medium businesses. I personally did a lot of investigation to find something which fits to a small starting website and company. I took me a while testing all kind of CRM-systems for Wordpress. One by one down the drain... like Hubspot and other well know players. I found Perfex CRM via KayChino on YouTube. After 40 minutes and investigation I found a lot of good reviews. And KayChino you’re a KING to review the tooling. I know for sure I will enjoy this CRM. So, I recommend watching the YouTube video of KayChino. If you like it... $ 59,00 is the price for a full and open source CRM which fits into a Wordpress website. See: https://www.onlineprofessionals.nl for a smooth styled login connection!

Capabilities

Perfex CRM features

The full feature set, grouped by module.

CRM Software

Calendar & Task
Custom Dashboard
Forecasting & Analytics
Lead Management
Pipeline Management
Reporting
Sales Automation

Project Management Software

Collaboration
Dashboard
Project Tracking
Project Planning
Reporting and Forecasting
Resource Management
Task Management
Workflow Management

Lead Management Software

Contact Management
Email Integration
Lead Capture
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Sales Tracking

Plans

Perfex CRM pricing

Free Version

Payment Frequency

Annual Subscription

Preferred Currency

USD ($)

Vendor pricing page

Media

Screenshots & video

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