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Perfex CRM VS OnBoard

Compare Perfex CRM VS OnBoard and see what are their differences

VoIPstudio
VoIPstudio is an award-winning VoIP system that offers businesses of all sizes a scalable communication solution. It’s inexpensive, easy-to-use, offers a full suite of PBX features, and is fully integrated for CRM. featured
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  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.

OnBoard logo OnBoard

OnBoard’s board intelligence platform simplifies complex board processes to make board meetings more effective.
  • Perfex CRM Landing page
    Landing page //
    2022-12-22
  • OnBoard Landing page
    Landing page //
    2021-04-17

OnBoard is a board intelligence platform that simplifies board meeting management and empowers more informed decision-making, more secure remote meetings, and real-time accessibility from any device.

Now more than ever, you need board & leadership meeting management that's comprehensive, secure, agile, and simple to use. Streamline meeting preparation & provide your leaders with accurate timely information across all devices. Remote-ready with Zoom integration for you to govern confidently from anywhere.

Users can compile and co-author board books and materials with auto-save automatically and the ability to instantly sync content across all user's devices—including desktops, laptops, tablets (including Android, iPad, Kindle Fire, and Windows Surface), and smartphones (Android and iPhone). Annotate board materials directly with searchable notes. OnBoard includes remote data swipe functionality, surveys & questionnaires, multi-board & multi-org support, and secure messenger for 1:1 discussion or group discussion.

Take advantage of Onboard’s no-strings-attached free trial to test before you invest.

Perfex CRM

Website
perfexcrm.com
Pricing URL
-
$ Details
-
Platforms
-
Release Date
-
Edit details

OnBoard

Website
onboardmeetings.com
Pricing URL
Official OnBoard Pricing
$ Details
paid Free Trial
Platforms
Browser Android iOS Web Windows Mac OSX Google Chrome Firefox Safari iPhone Internet Explorer Windows Phone Linux Cross Platform Zoom Chrome OS Blackberry Kindle Fire Kindle
Release Date
2003 April
Edit details

Perfex CRM features and specs

No features have been listed yet.

OnBoard features and specs

  • Clean UI: Yes
  • Free Trial: Yes
  • Analytics and Reporting: Yes
  • Integrations: Yes
  • Easy to Set-up and use: Yes
  • Access Control: Yes
  • Attendance Management: Yes
  • Collaboration Tools: Yes
  • Compliance Management: Yes
  • Content Library: Yes
  • Data Import/Export: Yes
  • Discussion Board: Yes
  • Document Review: Yes
  • Electronic Signature Capture: Yes
  • Filtered Views: Yes
  • Monitoring: Yes
  • Remote Document Access: Yes
  • Secure Data Storage: Yes
  • Synchronization Management: Yes
  • Voting: Yes
  • Activity Dashboard: Yes
  • Automatic Notifications: Yes
  • Contact Database: Yes
  • Content Management: Yes
  • Data Synchronization: Yes
  • Document Distribution: Yes
  • Mobile apps: Yes
  • Document Storage: Yes
  • Event Management: Yes
  • Message Board: Yes
  • Offline Access: Yes
  • Resource Management: Yes
  • SSL Security: Yes
  • Time & Attendance Tracking: Yes
  • Approval Process Control: Yes
  • Biometrics: Yes
  • Collaborative Workspace: Yes
  • Content Filtering: Yes
  • Content Repository: Yes
  • Digital Signature: Yes
  • Document Publishing: Yes
  • Drag & Drop Interface: Yes
  • Event Scheduling: Yes
  • Microsoft Outlook Integration: Yes
  • Permission Management: Yes
  • Search Functionality: Yes
  • Survey Management: Yes
  • Private and Group Messaging: Yes
  • Remote/Idle Wipe: Yes
  • Engagement Analytics: Yes
  • Office 365 Integration: Yes
  • Zoom Integration: Yes
  • Task management: Yes
  • Meeting minutes: Yes
  • Meeting Minutes: Yes
  • Agenda Builder: Yes
  • Board Assessement: Yes
  • Skills Tracking: Yes

Perfex CRM videos

+ Add

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

OnBoard videos

+ Add

OnBoard Board Intelligence Platform

Category Popularity

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

Perfex CRM

OnBoard

CRM
100 100%
CRM
0% 0
Communication
0 0%
Communication
100% 100
Sales
100 100%
Sales
0% 0
Board Meeting Management
0 0%
Board Meeting Management
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 OnBoard

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

OnBoard Reviews

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

When comparing Perfex CRM and OnBoard, 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

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.

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