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Perfex CRM VS Workbooks

Compare Perfex CRM VS Workbooks and see what are their differences

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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.

Workbooks logo Workbooks

Workbooks is a suite of web-based CRM and business applications built for SMBs.
  • Perfex CRM Landing page
    Landing page //
    2022-12-22
  • Workbooks Landing page
    Landing page //
    2023-10-18

Perfex CRM videos

+ Add

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

Workbooks videos

+ Add

Bob Books Workbooks Review

More videos:

  • Review - Scholastic Workbooks Review | Pre K Curriculum Review | Pre K Workbooks
  • Review - First Grade Science Workbook Review | DK Workbooks

Category Popularity

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

Perfex CRM

Workbooks

CRM
72 72%
CRM
28% 28
Business & Commerce
100 100%
Business & Commerce
0% 0
Sales
50 50%
Sales
50% 50
Sales Workflow
0 0%
Sales Workflow
100% 100

User comments

Share your experience with using Perfex CRM and Workbooks. 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 Workbooks

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

Workbooks Reviews

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

When comparing Perfex CRM and Workbooks, 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.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.

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

Nimble - Nimble is the only solution to offer small businesses the best features of high-end CRM systems combined with the power of social media.

Pobuca Connect - Connect with your contacts.

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