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BoardEffect VS Perfex CRM

Compare BoardEffect VS Perfex CRM and see what are their differences

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Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

BoardEffect logo BoardEffect

BoardEffect is a board meeting software helps boards prepare for and hold the board meeting efficiently.

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.
  • BoardEffect Landing page
    Landing page //
    2023-09-16
  • Perfex CRM Landing page
    Landing page //
    2022-12-22

BoardEffect videos

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Tech Talks Software Series: BoardEffect

More videos:

  • Review - BoardEffect Introduction
  • Review - BoardEffect 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 BoardEffect and Perfex CRM)

BoardEffect

Perfex CRM

Board Meeting Management
100 100%
Board Meeting Management
0% 0
CRM
0 0%
CRM
100% 100
Communication
100 100%
Communication
0% 0
Sales
0 0%
Sales
100% 100

User comments

Share your experience with using BoardEffect and Perfex CRM. For example, how are they different and which one is better?
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Reviews

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

BoardEffect Reviews

We have no reviews of BoardEffect 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 BoardEffect and Perfex CRM, you can also consider the following products

Diligent Board Management Software - Board Management Software goes beyond board books to manage the full scope of a board’s needs. Learn how Diligent can innovate your board meeting todays.

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.

Azeus Convene - Don’t just meet — Convene. The Smart, Simple, and Secure Board Portal Software.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

OnBoard - OnBoard’s board intelligence platform simplifies complex board processes to make board meetings more effective.

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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