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DotLoop VS Perfex CRM

Compare DotLoop VS Perfex CRM and see what are their differences

EcholoN
Holistic service management: service, support + customer care. From Ticketing to Helpdesk, Service Desk, ITSM to Enterprise Service Management featured
Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

DotLoop logo DotLoop

Peoplework, Not paperwork.

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.
  • DotLoop Landing page
    Landing page //
    2023-06-13
  • Perfex CRM Landing page
    Landing page //
    2022-12-22

DotLoop videos

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Dotloop Overview - Learn the Basics in Less Than 20 Minutes

More videos:

  • Review - dotloop overview for buyers and sellers (clients)

Perfex CRM videos

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

Category Popularity

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DotLoop

Perfex CRM

Customer Service
100 100%
Customer Service
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CRM
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CRM
100% 100
Customer Experience
100 100%
Customer Experience
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Sales
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Sales
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User comments

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Reviews

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

DotLoop Reviews

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

Skyslope - THE NEXT LEVEL IN Transaction Management. Our real estate broker software streamlines the transaction process, enabling smart brokers to focus on what matters most—growing their business.

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.

IBM TRIRIGA - Want more efficient, engaged workplaces? With IoT and AI, IBM TRIRIGA® delivers key insights in a single, integrated platform.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

BrokerMint - BrokerMint is a Real Estate Back Office Management solution that automates all operations to allow users to stay focused on their closing deals.

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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