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Perfex CRM VS Diligent Board Management Software

Compare Perfex CRM VS Diligent Board Management Software 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.

Diligent Board Management Software logo Diligent Board Management Software

Board Management Software goes beyond board books to manage the full scope of a board’s needs. Learn how Diligent can innovate your board meeting todays.
  • Perfex CRM Landing page
    Landing page //
    2022-12-22
  • Diligent Board Management Software Landing page
    Landing page //
    2023-09-02

Perfex CRM videos

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

Diligent Board Management Software videos

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Category Popularity

0-100% (relative to Perfex CRM and Diligent Board Management Software)

Perfex CRM

Diligent Board Management Software

CRM
100 100%
CRM
0% 0
Board Meeting Management
0 0%
Board Meeting Management
100% 100
Business & Commerce
100 100%
Business & Commerce
0% 0
Communication
0 0%
Communication
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 Perfex CRM and Diligent Board Management Software

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

Diligent Board Management Software Reviews

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What are some alternatives?

When comparing Perfex CRM and Diligent Board Management Software, 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.

BoardEffect - BoardEffect is a board meeting software helps boards prepare for and hold the board meeting efficiently.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Azeus Convene - Don’t just meet — Convene. The Smart, Simple, and Secure Board Portal Software.

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

OnBoard - OnBoard’s board intelligence platform simplifies complex board processes to make board meetings more effective.

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