Perfex CRM

Perfex CRM

Perfex CRM is a customer relationship management platform designed for small and medium-sized businesses. It includes features like contact management, pipeline tracking, task automation, and reporting.
Business & Commerce Crm
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Perfex CRM alternatives ➤

Perfex CRM: Customer Relationship Management for Small & Medium Businesses

Perfex CRM is a customer relationship management platform designed for small and medium-sized businesses. It includes features like contact management, pipeline tracking, task automation, and reporting.

What is Perfex CRM?

Perfex CRM is a powerful yet easy-to-use customer relationship management (CRM) platform designed for small and medium-sized businesses. It helps organize contacts, leads, customers, and sales in one centralized location to improve communication and productivity.

Key features of Perfex CRM include:

  • Contact Management: Organize contact details for leads, customers, partners and more with custom fields and tags for segmentation.
  • Pipeline Tracking: Visualize your sales pipeline by stage with kanban boards and sales forecasts.
  • Task Automation: Create and assign automated tasks and reminders for meetings, follow-ups, and appointments.
  • Reporting & Analysis: Gain insights with sales reports and analysis to improve team performance.
  • Email Integration: Sync email conversations from Gmail, Outlook, Yahoo and others.
  • Mobile Access: Manage information and view analytics on-the-go with iOS and Android apps.

Overall, Perfex CRM helps streamline sales processes for improved productivity and faster growth. Its simple but customizable platform makes it easy for small business teams to manage relationships from the first touchpoint down to closed deals.

Perfex CRM Features

Features

  1. Contact management
  2. Pipeline tracking
  3. Task automation
  4. Reporting
  5. Lead management
  6. Project management
  7. Invoicing
  8. Estimates
  9. Proposals
  10. Timesheets

Pricing

  • Open Source

Pros

Customizable

Affordable pricing

Extensive features

Open-source

Mobile-friendly

Cons

Limited integrations

Steep learning curve

Lacks advanced features found in enterprise-level CRMs

Official Links

Official Website
https://www.perfexcrm.com/

The Best Perfex CRM Alternatives

Top Business & Commerce and Crm and other similar apps like Perfex CRM

Here are some alternatives to Perfex CRM:

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Paymo
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