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AgentCubed VS Perfex CRM

Compare AgentCubed VS Perfex CRM and see what are their differences

Project Burndown
Burndown is project management, automated. Our smart scheduling technology constantly manages your team's schedule - based on your priorities, progress, and capacity - so you don’t have to. featured
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AgentCubed logo AgentCubed

AgentCubed is the complete solution for professional insurance carriers to solve all your problems related to all the different types of insurance such as health insurance, accidental insurance, theft insurance, etc.

Perfex CRM logo Perfex CRM

Perfex CRM is an online self-hosted customer relationships management platform that allows you to grow your business with robust integration services.
  • AgentCubed Landing page
    Landing page //
    2022-11-08
  • Perfex CRM Landing page
    Landing page //
    2022-12-22

AgentCubed videos

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AgentCubed - CRM, Lead Distribution & Agency Management for Insurance Agencies & Brokerages

More videos:

  • Review - AgentCubed Steps up for OEP | AHCP Training

Perfex CRM videos

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Best Crm Software For Small Business: Perfex CRM | BYOB 4/3

Category Popularity

0-100% (relative to AgentCubed and Perfex CRM)

AgentCubed

Perfex CRM

CRM
16 16%
CRM
84% 84
Project Management
39 39%
Project Management
61% 61
Business & Commerce
21 21%
Business & Commerce
79% 79
Sales
0 0%
Sales
100% 100

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare AgentCubed and Perfex CRM

AgentCubed Reviews

We have no reviews of AgentCubed yet.
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Perfex CRM Reviews

  1. Excellent CRM for Freelancers & Small Businessess

    Perfex has helped us a long way since the beginning and it is a wonderful application. Why i mentioned for freelancers and small businesses is, it can help you track and deal with all the customers. It also includes stripe payment gateway. As a freelancer, often for existing clients we need to send proposal and get their acceptance. With this, each proposal links can be generated that can be shared with the customer and the customer can sign in digitally online. The cons i feel is if you are trying to scale the organization and wants a single point to manage your HR, Book keeping, this becomes difficult.

    🏁 Competitors: Odoo
    👍 Pros:    Stripe payment integration|Proposal online links|Manage projects|Many integration available|Google calender integration|Customer statements
    👎 Cons:    No hr module|No bookkeeping module

What are some alternatives?

When comparing AgentCubed and Perfex CRM, you can also consider the following products

Tranquil CRM - Tranquil Sales CRM Software is Cloud CRM Sales Management Software works as sales tracking app and helps to organize, automatize and contemporize business processes.

Pipeliner CRM - Pipeliner CRM empowers small to medium-sized sales teams to close more deals and lower risk. Implementation and training are a breeze. Mac & Windows.

Onpipeline - A great Sales CRM to manage your sales pipeline, leads, contacts, activities, sales quotes and invoices. 30-day free trial.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Processing - C++ and Java programming at the speed of thought.

Insightly - Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide

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