Software Alternatives, Accelerators & Startups
Register | Login

Perfex CRM VS Insightly

Compare Perfex CRM VS Insightly and see what are their differences

Fileport
The fastest way to send files over the internet featured
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.

Insightly logo Insightly

Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide
  • Perfex CRM Landing page
    Landing page //
    2022-12-22
  • Insightly Landing page
    Landing page //
    2023-07-14

Perfex CRM features and specs

  • Customizability
    Perfex CRM offers extensive customization options, allowing businesses to tailor the system to their specific needs. This includes various modules and custom fields.
  • Self-hosted
    Being a self-hosted solution, businesses have full control over their data, which enhances security and allows for deeper customization.
  • Cost-Effective
    Perfex CRM is a one-time purchase software, which can be more cost-effective in the long run compared to subscription-based CRMs.
  • Feature-Rich
    Perfex CRM includes a wide range of features such as project management, invoicing, estimates, and support tickets, making it a comprehensive solution for small to medium-sized businesses.
  • User-Friendly Interface
    The user interface is intuitive and easy to navigate, which reduces the learning curve and enhances user experience.

Possible disadvantages of Perfex CRM

  • Technical Complexity
    Because it is self-hosted, Perfex CRM requires technical knowledge for setup and maintenance, which might be challenging for small businesses without dedicated IT staff.
  • Limited Integrations
    Perfex CRM has fewer third-party integrations compared to larger CRM platforms, which can limit its usability if businesses rely on various external tools.
  • Update and Support
    Updates and support can be less frequent and responsive compared to larger, subscription-based CRM services, potentially leading to issues if there are bugs or necessary feature updates.
  • Scalability
    While suitable for small to medium-sized businesses, Perfex CRM might not scale as effectively for larger enterprises with more complex needs.
  • Mobile App Limitation
    The mobile app for Perfex CRM is not as robust as its web counterpart, which can be limiting for users who need to manage their CRM on-the-go.

Insightly features and specs

  • User-Friendly Interface
    Insightly features a straightforward and intuitive interface, making it easy for users to navigate through the platform and manage their tasks efficiently.
  • Integration Capabilities
    Insightly seamlessly integrates with a wide range of third-party applications such as Google Workspace, Microsoft Office, and various marketing automation tools, facilitating smoother workflow integration.
  • Customizable
    The platform offers a high degree of customization options for dashboards, fields, and workflows, allowing organizations to tailor the CRM to meet their specific needs.
  • Project Management Features
    In addition to CRM functionalities, Insightly provides robust project management tools that help teams manage projects, tasks, and deadlines within the same platform.
  • Mobile Accessibility
    Insightly offers a mobile app that ensures users can access CRM data anytime and anywhere, adding a layer of flexibility for on-the-go professionals.

Possible disadvantages of Insightly

  • Limited Custom Reports
    The reporting functionalities can be somewhat limited, particularly for creating complex custom reports, which could hinder advanced data analysis needs.
  • Learning Curve
    While generally user-friendly, some advanced features and customization options require a steeper learning curve, and users might need time to get fully acquainted.
  • Price
    Insightly's pricing can be on the higher side, especially for smaller businesses or startups that might have limited budgets for CRM solutions.
  • Customer Support
    Some users have reported that the customer support response times can be slow, and the quality of support varies, which might pose challenges when urgent issues arise.
  • Feature Limitations on Lower Tiers
    Some of the more advanced CRM and project management features are only available on higher-tier plans, which may limit functionality for users on basic or lower-tier packages.

Analysis of Perfex CRM

Overall verdict

  • Perfex CRM is a solid choice for businesses looking for a customizable and feature-rich CRM solution. Its flexibility and range of built-in tools make it suitable for small to medium-sized businesses that need a robust solution at an affordable price point. However, the self-hosted aspect may require technical expertise for setup and maintenance, which could be a drawback for some users.

Why this product is good

  • Perfex CRM is considered good by many users because it offers a comprehensive suite of tools for managing customer relationships, including project management, invoicing, support, and task management. It is particularly praised for its customization options, extensive feature set, and relatively affordable pricing. The self-hosted nature provides businesses with more control over their data and the opportunity to customize the CRM to fit their specific needs.

Recommended for

  • Small to medium-sized businesses
  • Companies looking for a self-hosted CRM solution
  • Organizations that require extensive customization
  • Businesses needing a comprehensive suite of CRM features including project management and invoicing

Perfex CRM videos

+ Add

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

Insightly videos

+ Add

Insightly Review | CRM Software | Pearl Lemon Reviews

More videos:

  • Review - Insightly CRM Review & Pricing - What We Think About Insightly
  • Demo - Insightly CRM Demo

Category Popularity

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

Perfex CRM

Insightly

CRM
8 8%
CRM
92% 92
Business & Commerce
100 100%
Business & Commerce
0% 0
Sales
4 4%
Sales
96% 96
CRM Platforms
0 0%
CRM Platforms
100% 100

User comments

Share your experience with using Perfex CRM and Insightly. For example, how are they different and which one is better?
Log in or Post with

Reviews

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

Perfex CRM Reviews

  1. Shijin abdul latheef
    · Manager at Craftspot Designs ·
    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

Insightly Reviews

  1. HeidLewis
    Awesome.

    I recently tried out Insightly's servise and I absolutely appreciate it! It's extremely intuitive and user-friendly, making it easy for me to keep track of all my customer relationships as well as manage projects. Plus, the pricing is very affordable compared to some of the other similiar to this project management systems out there - a total win! I highly recommend Insightly.

Top 9 Best Copper CRM Alternatives for Businesses in 2023
Insightly is a CRM designed for businesses that have a straightforward and uncomplicated sales process. Their user interface is intuitive and enables the building of unique pipelines, as well as all of the tools and capabilities required to manage them. Filtering options in Insightly are popular among users because they allow enormous lists to be divided into smaller, more...
Source: magenest.com
Top 21 Salesforce’s Competitors and Alternatives
With Insightly, users can create multi-step business processes and automate emailing, lead routing, reporting, record linking, and more. According to Insightly founder Antony Smith, this CRM software is designed for small businesses. Insightly’s features make it a worthy Salesforce alternative. [18]
Source: bstrategyhub.com
14 Best Copper CRM Alternatives to Use in 2022
Insightly is a CRM alternative to Copper that can align multiple business divisions and bring them to a single platform. Automate alerts, task assignment, data entry, etc., to save valuable time and eliminate manual errors. The CRM helps you engage with prospects and customers more effectively with personalized emails. You can access the CRM data from any mobile device,...
Source: www.bigcontacts.com
10 Best eCommerce CRM Softwares | eCommerce Solutions 2020
Insightly also has mobile apps for iOS, Android, and Kindle. It can also integrate with all significant emailing apps like Gmail, Outlook, and MailChimp. It's a simple but effective tool and one which many companies (mainly small) choose to go for.
Source: www.3dsellers.com
22 Best Wrike Alternatives For Project Management in 2020 (Free & Paid)
Pros: Here’s another excellent option for a specific niche because Insightly gets terrific reviews from sales teams. The Insightly features include tracking activities, updating information on prospective clients, and generating reports. It also has a mobile app.
Source: www.workzone.com

What are some alternatives?

When comparing Perfex CRM and Insightly, 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.

Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Bigin by Zoho CRM - Pipeline-centric CRM built and priced for small businesses

Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.

Pobuca Connect - Connect with your contacts.

Loading...