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Perfex CRM VS AgentCubed

Compare Perfex CRM VS AgentCubed and see what are their differences

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Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

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.

AgentCubed logo AgentCubed

AgentCubed is the complete solution for professional insurance carriers to solve all your problems related to all the different types of insurance such as health insurance, accidental insurance, theft insurance, etc.
  • Perfex CRM Landing page
    Landing page //
    2022-12-22
  • AgentCubed Landing page
    Landing page //
    2022-11-08

Perfex CRM videos

+ Add

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

AgentCubed videos

+ Add

AgentCubed - CRM, Lead Distribution & Agency Management for Insurance Agencies & Brokerages

More videos:

  • Review - AgentCubed Steps up for OEP | AHCP Training

Category Popularity

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

Perfex CRM

AgentCubed

CRM
85 85%
CRM
15% 15
Sales
100 100%
Sales
0% 0
Project Management
0 0%
Project Management
100% 100
Business & Commerce
80 80%
Business & Commerce
20% 20

User comments

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Reviews

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

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

AgentCubed Reviews

We have no reviews of AgentCubed yet.
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What are some alternatives?

When comparing Perfex CRM and AgentCubed, you can also consider the following products

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.

NextAgency - NextAgency is an agency and insurance management software system that allows users to manage all aspects of the health agencies and provides the insurance brokers an unfair advantage by overall improving efficiency.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Tranquil CRM - Tranquil Sales CRM Software is Cloud CRM Sales Management Software works as sales tracking app and helps to organize, automatize and contemporize business processes.

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

AgencyBloc - CRM/Agency Management System for L&H Insurance Agencies

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