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Perfex CRM VS Referral Maker CRM

Compare Perfex CRM VS Referral Maker CRM and see what are their differences

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  3. » Reviews
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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.

Referral Maker CRM logo Referral Maker CRM

Referral Maker CRM is the business management and customer relation app that provides you complete access to all the information related to customer handling and dealing.
  • Perfex CRM Landing page
    Landing page //
    2022-12-22
  • Referral Maker CRM Landing page
    Landing page //
    2023-09-26

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.

Referral Maker CRM features and specs

  • User-Friendly Interface
    Referral Maker CRM is designed with simplicity in mind, making it accessible and easy to navigate for users of varying technical abilities.
  • Integration with Buffini & Company
    The CRM is seamlessly integrated with other Buffini & Company products, enhancing its functionality for those already using their ecosystem.
  • Focus on Referral and Relationship Marketing
    The platform is specifically tailored to optimize referral and relationship-based marketing strategies, which can be beneficial for real estate professionals.
  • Goal Tracking and Activity Planning
    It features goal tracking and the ability to plan activities, helping users stay organized and meet their targets.
  • Mobile Application Availability
    Referral Maker CRM offers a mobile app, providing flexibility and access to CRM functionalities on-the-go.

Possible disadvantages of Referral Maker CRM

  • Limited Customization
    Users may find the customization options limited compared to other CRM systems, which could restrict tailoring it to specific business needs.
  • Niche Market Focus
    The CRM is primarily focused on real estate professionals, limiting its applicability for businesses outside this sector.
  • Subscription Cost
    Referral Maker CRM is a paid service, and some users may find the subscription cost high compared to other CRM options with broader features.
  • Learning Curve for Advanced Features
    While the basic interface is user-friendly, there could be a learning curve for mastering more advanced features and maximizing the CRM's potential.

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

Referral Maker CRM videos

+ Add

Kathy McDermott - Referral Maker CRM | Buffini & Company Good Life Story

More videos:

  • Review - Referral Maker CRM | Most powerful Real Estate CRM for Agents

Category Popularity

0-100% (relative to Perfex CRM and Referral Maker CRM)

Perfex CRM

Referral Maker CRM

CRM
58 58%
CRM
42% 42
Business & Commerce
37 37%
Business & Commerce
63% 63
Sales
100 100%
Sales
0% 0
Social & Communications
0 0%
Social & Communications
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 Referral Maker CRM

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

Referral Maker CRM Reviews

We have no reviews of Referral Maker CRM yet.
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What are some alternatives?

When comparing Perfex CRM and Referral Maker CRM, 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.

Pobuca Connect - Connect with your contacts.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

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

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

Maximizer - CRM Software that's affordable, easy-to-use, proven and trusted around the world for over 3 decades. Best-in-class Customer Support. Try Free for 30-Days!

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