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Perfex CRM VS Salesforce Essentials

Compare Perfex CRM VS Salesforce Essentials and see what are their differences

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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.

Salesforce Essentials logo Salesforce Essentials

Salesforce Essentials is a company that focuses on customer relationship management and eliminates the use of spreadsheets for data analysis.
  • Perfex CRM Landing page
    Landing page //
    2022-12-22
  • Salesforce Essentials Landing page
    Landing page //
    2023-07-10

Perfex CRM videos

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

Salesforce Essentials videos

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Salesforce Essentials Review

More videos:

  • Review - Salesforce Essentials Review: Packed with features
  • Review - Salesforce Essentials vs Professional

Category Popularity

0-100% (relative to Perfex CRM and Salesforce Essentials)

Perfex CRM

Salesforce Essentials

CRM
48 48%
CRM
52% 52
Business & Commerce
48 48%
Business & Commerce
52% 52
Help Desk
0 0%
Help Desk
100% 100
Sales
100 100%
Sales
0% 0

User comments

Share your experience with using Perfex CRM and Salesforce Essentials. 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 Salesforce Essentials

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

Salesforce Essentials Reviews

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

When comparing Perfex CRM and Salesforce Essentials, 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.

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

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Salesforce Service Cloud - Service Cloud integrates customer service with social networks and provides a self-service customer portal and knowledge base system.

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

Zendesk Support - Social Customer Support and Help Desk and Ticketing

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