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Perfex CRM VS OnPolicy

Compare Perfex CRM VS OnPolicy and see what are their differences

Freshsales CRM
A full-fledged CRM for high-velocity sales teams. 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.

OnPolicy logo OnPolicy

Policy procedures management software
  • Perfex CRM Landing page
    Landing page //
    2022-12-22
  • OnPolicy Landing page
    Landing page //
    2022-03-18

Perfex CRM videos

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

OnPolicy videos

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Category Popularity

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

Perfex CRM

OnPolicy

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

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

OnPolicy Reviews

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What are some alternatives?

When comparing Perfex CRM and OnPolicy, 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.

InsureCert - We help brokers outperform the competition.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

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

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

Procedure Rock - Cloud-based procedure & policy management software

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