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Perfex CRM VS Planyard

Compare Perfex CRM VS Planyard and see what are their differences

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Contents:
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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.

Planyard logo Planyard

Costs approval and budget tracking tool for large-scale construction projects.
  • Perfex CRM Landing page
    Landing page //
    2022-12-22
  • Planyard Landing page
    Landing page //
    2021-12-14

Planyard is designed to make construction accounting easy for construction contractors who build large-scale projects. Ditch the spreadsheets and ensure compliance by standardizing processes all the way from bidding to contract management, subcontractor billing, and invoicing. Get rid of manual double work and save time for project managers and accountants.

Start your free 14-day trial now.

Perfex CRM

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

Planyard

Website
planyard.com
Pricing URL
Official Planyard Pricing
$ Details
paid Free Trial $24.0 / Monthly (Starting at this price. Price per project.)
Platforms
Web Windows Browser Android iOS Google Chrome Mac OSX Firefox Linux Safari Cloud
Edit details

Perfex CRM features and specs

No features have been listed yet.

Planyard features and specs

  • Purchase Order Managment: yes
  • Budget management: yes
  • Cash Flow Management: yes
  • Bids and Budgets: yes
  • Construction Estimating: yes

Perfex CRM videos

+ Add

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

Planyard videos

+ Add

Ian Holford review for Planyard

More videos:

  • Review - Paul Howarth review on Planyard

Category Popularity

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

Perfex CRM

Planyard

CRM
100 100%
CRM
0% 0
Construction
0 0%
Construction
100% 100
Sales
100 100%
Sales
0% 0
Project Management
0 0%
Project Management
100% 100

User comments

Share your experience with using Perfex CRM and Planyard. For example, how are they different and which one is better?
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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 Planyard

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

Planyard Reviews

We have no reviews of Planyard yet.
Be the first one to post

Social recommendations and mentions

Based on our record, Planyard seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Perfex CRM mentions (0)

We have not tracked any mentions of Perfex CRM yet. Tracking of Perfex CRM recommendations started around Mar 2021.

Planyard mentions (1)

  • Construction Management software | Planyard
    Doing any project we need to make many things like spreadsheets, profits accounts, track the projects, etc. All these things come in Planyard Construction Management software where you can manage and smash their financial targets and focus on growing their construction business. You can also try 14 days trial free. Source: 12 months ago

What are some alternatives?

When comparing Perfex CRM and Planyard, 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.

Procore - Procore is the world's most widely used construction project management software. Easy to use, mobile platform with unlimited user licenses.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

PlanGrid - The #1 construction app. Used by thousands of companies to save time, money, and ditch paper plans forever.

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

BuilderTREND - Buildertrend is the #1 construction management software and construction app for home builders, remodelers, specialty contractors and commercial construction.

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