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EspoCRM VS Perfex CRM

Compare EspoCRM VS Perfex CRM and see what are their differences

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EspoCRM logo EspoCRM

EspoCRM is open source CRM (Customer Relationship Management) software that allows you to see, enter and evaluate all your company relationships regardless of the type.

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.
  • EspoCRM Landing page
    Landing page //
    2022-08-05

EspoCRM is a web-based application designed with the needs of startups, small and mid-size companies in mind. The software offers a wide range of features for automating every aspect of your business - from simple management of customer interactions and monitoring of the deal progress to advanced reporting and business process automation. It creates a unique and collaborative working environment for your employees with access all the necessary data at any time and from any place.

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

EspoCRM

Website
espocrm.com
$ Details
free
Platforms
REST API PHP JavaScript NGINX
Release Date
2014 February
Edit details

Perfex CRM

Website
perfexcrm.com
$ Details
-
Platforms
-
Release Date
-
Edit details

EspoCRM features and specs

  • Sales management: Quotes, Sales Orders, Invoices
  • Marketing Automation: Campaigns, Email Templates, Target Lists
  • Customer Support: Customer Portals
  • Inventory Managment: Products & Product Catalogs
  • Telephony: Voip Integration, Voice Messages, Inbound & Outbound Calls
  • Team Collaboration: Real-time Notifications, Stream, Shared Calendars
  • Reports & analytics: Grid & List Reports, Revenue Forecasts
  • Data Synchronization: Google Contacts & Calendar, Outlook Contacts & Calendar

Perfex CRM features and specs

No features have been listed yet.

EspoCRM videos

+ Add

Using EspoCRM

More videos:

  • Review - EspoCRM - General Overview | CRM
  • Review - Workflow in EspoCRM | Powerful Automation in your Business

Perfex CRM videos

+ Add

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

Category Popularity

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

EspoCRM

Perfex CRM

CRM
76 76%
CRM
24% 24
Sales
89 89%
Sales
11% 11
Business & Commerce
0 0%
Business & Commerce
100% 100
Sales Workflow
100 100%
Sales Workflow
0% 0

User comments

Share your experience with using EspoCRM 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 EspoCRM and Perfex CRM

EspoCRM Reviews

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

CiviCRM - A Constituent relationship management for the Civic Sector

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.

Mautic - Mautic is marketing automation software (email, social, & more).

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Less Annoying CRM - A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.

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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