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InsureCert VS Perfex CRM

Compare InsureCert VS Perfex CRM and see what are their differences

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Burndown is project management, automated. Our smart scheduling technology constantly manages your team's schedule - based on your priorities, progress, and capacity - so you don’t have to. featured
Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

InsureCert logo InsureCert

We help brokers outperform the competition.

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.
  • InsureCert Landing page
    Landing page //
    2023-09-11
  • Perfex CRM Landing page
    Landing page //
    2022-12-22

InsureCert videos

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InsureCert Insurance Automation

Perfex CRM videos

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

Category Popularity

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

InsureCert

Perfex CRM

Business & Commerce
28 28%
Business & Commerce
72% 72
CRM
12 12%
CRM
88% 88
Insurance Administration And Management
100 100%
Insurance Administration And Management
0% 0
Sales
0 0%
Sales
100% 100

User comments

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Reviews

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

InsureCert Reviews

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

Procedure Rock - Cloud-based procedure & policy management software

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.

OnPolicy - Policy procedures management software

Zoho CRM - Omnichannel CRM for Businesses of all sizes

SendOvernightMail - The fastest way to send time sensitive documents via Fedex

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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