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Workbooks VS Perfex CRM

Compare Workbooks VS Perfex CRM and see what are their differences

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Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

Workbooks logo Workbooks

Workbooks is a suite of web-based CRM and business applications built for SMBs.

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 Landing page
    Landing page //
    2023-10-18
  • Perfex CRM Landing page
    Landing page //
    2022-12-22

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

Perfex CRM videos

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

Category Popularity

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

Workbooks

Perfex CRM

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

Workbooks Reviews

We have no reviews of Workbooks yet.
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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

What are some alternatives?

When comparing Workbooks and Perfex CRM, you can also consider the following products

Zoho CRM - Omnichannel CRM for Businesses of all sizes

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.

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.

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.

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

HubSpot CRM - Free CRM software for small businesses.

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