Software Alternatives, Accelerators & Startups
Register | Login

edge CRM VS Perfex CRM

Compare edge CRM VS Perfex CRM and see what are their differences

Monitask
Employee Monitoring Software with Screenshots, Internet, Activity and Time Tracking featured
Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

edge CRM logo edge CRM

Simple. Yet Powerful.

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.
  • edge CRM Landing page
    Landing page //
    2023-07-04

edge CRM, a completely customizable CRM with user-friendly dashboard that allows you to plan a pre-emptive sales strategy to give your business the ‘edge’ to carve its market share.

  • Perfex CRM Landing page
    Landing page //
    2022-12-22

edge CRM features and specs

  • Lead Capture
  • Lead Management
  • Opportunities
  • Companies
  • Proposal Management
  • Order Management
  • Helpdesk Automation
  • Marketing Automation

Perfex CRM features and specs

  • Customizability
    Perfex CRM offers extensive customization options, allowing businesses to tailor the system to their specific needs. This includes various modules and custom fields.
  • Self-hosted
    Being a self-hosted solution, businesses have full control over their data, which enhances security and allows for deeper customization.
  • Cost-Effective
    Perfex CRM is a one-time purchase software, which can be more cost-effective in the long run compared to subscription-based CRMs.
  • Feature-Rich
    Perfex CRM includes a wide range of features such as project management, invoicing, estimates, and support tickets, making it a comprehensive solution for small to medium-sized businesses.
  • User-Friendly Interface
    The user interface is intuitive and easy to navigate, which reduces the learning curve and enhances user experience.

Possible disadvantages of Perfex CRM

  • Technical Complexity
    Because it is self-hosted, Perfex CRM requires technical knowledge for setup and maintenance, which might be challenging for small businesses without dedicated IT staff.
  • Limited Integrations
    Perfex CRM has fewer third-party integrations compared to larger CRM platforms, which can limit its usability if businesses rely on various external tools.
  • Update and Support
    Updates and support can be less frequent and responsive compared to larger, subscription-based CRM services, potentially leading to issues if there are bugs or necessary feature updates.
  • Scalability
    While suitable for small to medium-sized businesses, Perfex CRM might not scale as effectively for larger enterprises with more complex needs.
  • Mobile App Limitation
    The mobile app for Perfex CRM is not as robust as its web counterpart, which can be limiting for users who need to manage their CRM on-the-go.

Analysis of Perfex CRM

Overall verdict

  • Perfex CRM is a solid choice for businesses looking for a customizable and feature-rich CRM solution. Its flexibility and range of built-in tools make it suitable for small to medium-sized businesses that need a robust solution at an affordable price point. However, the self-hosted aspect may require technical expertise for setup and maintenance, which could be a drawback for some users.

Why this product is good

  • Perfex CRM is considered good by many users because it offers a comprehensive suite of tools for managing customer relationships, including project management, invoicing, support, and task management. It is particularly praised for its customization options, extensive feature set, and relatively affordable pricing. The self-hosted nature provides businesses with more control over their data and the opportunity to customize the CRM to fit their specific needs.

Recommended for

  • Small to medium-sized businesses
  • Companies looking for a self-hosted CRM solution
  • Organizations that require extensive customization
  • Businesses needing a comprehensive suite of CRM features including project management and invoicing

edge CRM videos

+ Add

Your E Edge CRM

Perfex CRM videos

+ Add

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

Category Popularity

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

edge CRM

Perfex CRM

CRM
19 19%
CRM
81% 81
Sales Workflow
100 100%
Sales Workflow
0% 0
Sales
24 24%
Sales
76% 76
Business & Commerce
0 0%
Business & Commerce
100% 100

User comments

Share your experience with using edge CRM and Perfex CRM. For example, how are they different and which one is better?
Log in or Post with

Reviews

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

edge CRM Reviews

We have no reviews of edge CRM yet.
Be the first one to post

Perfex CRM Reviews

  1. Shijin abdul latheef
    · Manager at Craftspot Designs ·
    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

Social recommendations and mentions

Based on our record, edge CRM seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

edge CRM mentions (1)

  • HEEELLLLPP
    You can try edgecrm.app. It is pretty simple to use and quite affordable. Source: over 4 years ago

Perfex CRM mentions (0)

We have not tracked any mentions of Perfex CRM yet. Tracking of Perfex CRM recommendations started around Mar 2021.

What are some alternatives?

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

Concord CRM - Concord is self hosted CRM application focused on closing deals faster, manage contacts and companies and has dead simple and affordable pricing.

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.

Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Odoo - An all-integrated business app suite to unleash your growth potential.

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

Loading...