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Initiative CRM VS Perfex CRM

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

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Initiative CRM logo Initiative CRM

Increase your sales efficiency ! Initiative CRM is the sales follow-up solution to reach your objectives.

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.
  • Initiative CRM Landing page
    Landing page //
    2023-10-11

Initiative CRM helps salespeople close sales faster with key innovations: - Accessing customer data in real time - Tracking of sales targets - Integrated sales reporting - Customer location tracking to prepare sales trips - Automation with daily software (email, calendar, website, ERP ...) - Sending quotes in 1 click and automatic reminder of invoices

Discover this innovative solution that facilitates the daily life of sales teams.

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

Initiative CRM

Website
initiative-crm.com
Pricing URL
Official Initiative CRM Pricing
$ Details
paid Free Trial €15.0 / Monthly (Essential / user)
Platforms
Web iPhone Google Chrome Firefox Android GMail Outlook Cloud
Release Date
2016 September
Edit details

Perfex CRM

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

Initiative CRM videos

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Perfex CRM videos

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

Category Popularity

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

Initiative CRM

Perfex CRM

CRM
13 13%
CRM
87% 87
Sales
21 21%
Sales
79% 79
Business & Commerce
0 0%
Business & Commerce
100% 100
Sales Workflow
100 100%
Sales Workflow
0% 0

User comments

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Reviews

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

Initiative CRM Reviews

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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 Initiative CRM and Perfex CRM, you can also consider the following products

Salesforce Sales Cloud - Cloud-based CRM & Sales Automation

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.

Freshsales CRM - A full-fledged CRM for high-velocity sales teams.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Sellsy CRM - Sellsy - CRM, invoicing and sales management for agiles companies

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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