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OnPolicy VS Perfex CRM

Compare OnPolicy VS Perfex CRM and see what are their differences

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  4. » Alternatives

OnPolicy logo OnPolicy

Policy procedures management software

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.
  • OnPolicy Landing page
    Landing page //
    2022-03-18
  • Perfex CRM Landing page
    Landing page //
    2022-12-22

OnPolicy 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 OnPolicy and Perfex CRM)

OnPolicy

Perfex CRM

CRM
7 7%
CRM
93% 93
Help Desk And Ticketing
100 100%
Help Desk And Ticketing
0% 0
Sales
0 0%
Sales
100% 100
Help Desk
100 100%
Help Desk
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 OnPolicy and Perfex CRM

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

InsureCert - We help brokers outperform the competition.

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.

Freshdesk - Freshdesk is a cloud-based customer support software that lets you support customers through traditional channels like phone and email, social channels like Facebook and Twitter, and your own branded community

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Procedure Rock - Cloud-based procedure & policy management software

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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