Software Alternatives, Accelerators & Startups
Register | Login

FM Quickstart VS Perfex CRM

Compare FM Quickstart VS Perfex CRM and see what are their differences

monday.com
The most intuitive platform to manage projects and teamwork featured
Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

FM Quickstart logo FM Quickstart

FM Quickstart is a free CRM template, custom built by a team of certified FileMaker developers. Customize the template yourself or contact us to add features.

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.
  • FM Quickstart Landing page
    Landing page //
    2021-02-12

A free FileMaker CRM template that works in minutes.

FM Quickstart is a free CRM template, custom built by a team of certified FileMaker developers, which is designed to use the latest version of FileMaker. With this template, you receive a free CRM in minutes that is fully customizable.

This template can be used right out of the box, or it can be customized to meet your unique business needs.

The template includes eight main modules, including Dashboard, Companies, Locations, Contacts, Quotes, Invoices, Reports, and Setup.

This template is great for all levels of FileMaker users. Whether you are a beginner looking to have a simple CRM solution in minutes, or an experienced developer wanting to customize the template further, FM Quickstart provides a great basis for your ideal CRM!

Unlocked version of FM Quickstart built by a team of certified developers. Includes ability to manage companies, contacts, and locations with a new user experience. New features include: Task List, Calendar, and Sidebar Navigation.

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

FM Quickstart

Website
fmquickstart.com
Pricing URL
Official FM Quickstart Pricing
$ Details
freemium
Platforms
iOS Mac OSX iPhone FileMaker Claris FileMaker Windows Cross Platform Cloud AWS Salesforce
Edit details

Perfex CRM

Website
perfexcrm.com
Pricing URL
-
$ Details
-
Platforms
-
Edit details

FM Quickstart features and specs

  • Dashboard: Yes
  • Companies: Yes
  • Contacts: Yes
  • Locations: Yes
  • Documents: Yes
  • Quotes: Yes
  • Orders: Yes
  • Accounts Receivable: Yes
  • Payments: Yes
  • Products: Yes
  • Report Generator: Yes
  • Sales Charts: Yes
  • Shipping: Yes
  • Vendors: Yes
  • Purchase Orders: Yes
  • Receiving: Yes
  • Inventory Management: Yes
  • Returns: Yes
  • Industry: Yes
  • Distributors: Yes
  • Ability to Print: Yes
  • Prospect Pipe: Yes
  • Calendar: Yes
  • Customizable: Yes

Perfex CRM features and specs

No features have been listed yet.

FM Quickstart videos

+ Add

FM Quickstart 19

More videos:

Perfex CRM videos

+ Add

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

Category Popularity

0-100% (relative to FM Quickstart and Perfex CRM)

FM Quickstart

Perfex CRM

CRM
16 16%
CRM
84% 84
Sales
21 21%
Sales
79% 79
Business & Commerce
0 0%
Business & Commerce
100% 100
Sales Workflow
100 100%
Sales Workflow
0% 0

User comments

Share your experience with using FM Quickstart 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 FM Quickstart and Perfex CRM

FM Quickstart Reviews

We have no reviews of FM Quickstart yet.
Be the first one to post

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 FM Quickstart and Perfex CRM, you can also consider the following products

Sales Funnel Template by Salesflare - Manage your leads, forecast revenue and close deals for free

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.

Oracle NetSuite - NetSuite is the leading integrated cloud business software suite, including business accounting, ERP, CRM and ecommerce software.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

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

NetSuite CRM+ - Grow Your Company in the Cloud with NetSuite CRM

Loading...