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XT-ERP VS Perfex CRM

Compare XT-ERP VS Perfex CRM and see what are their differences

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XT-ERP logo XT-ERP

Modular enterprise resource planning solution

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.
Not present
  • Perfex CRM Landing page
    Landing page //
    2022-12-22

XT-ERP features and specs

  • Customization
    XT-ERP offers a high degree of customization, allowing businesses to tailor the software to their specific needs and processes.
  • User-Friendly Interface
    The software comes with an intuitive and easy-to-navigate interface, which simplifies training and adoption by users.
  • Comprehensive Features
    XT-ERP provides a wide range of modules covering different business functions, such as finance, HR, and supply chain management.
  • Integration Capabilities
    It offers robust integration features that allow seamless connectivity with third-party applications and existing IT systems.
  • Cost-Effective
    Compared to other ERP solutions, XT-ERP is generally more affordable, making it accessible for small to mid-sized businesses.

Possible disadvantages of XT-ERP

  • Limited Market Presence
    XT-ERP is not as widely recognized as some of the larger ERP providers, which might lead to fewer community resources and third-party support.
  • Scalability Concerns
    Some users have reported that XT-ERP may struggle with performance issues as the number of users and the volume of data increase.
  • Customer Support
    There have been mixed reviews about the customer support, with some users noting delays in response times and resolution of issues.
  • Complexity in Implementation
    While customizable, the initial setup and configuration of XT-ERP can be complex and time-consuming, requiring a dedicated IT team.

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.

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

XT-ERP videos

+ Add

XT-erp : Adler Technologies company presentation

More videos:

  • Review - XT-erp :Control your field interventions: build, configure and automate workflows & forms on the go🤙
  • Review - XT-erp The Helpdesk, an omnichannel support solution 🚀

Perfex CRM videos

+ Add

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

Category Popularity

0-100% (relative to XT-ERP and Perfex CRM)

XT-ERP

Perfex CRM

CRM
22 22%
CRM
78% 78
Sales
32 32%
Sales
68% 68
ERP
100 100%
ERP
0% 0
Business & Commerce
0 0%
Business & Commerce
100% 100

User comments

Share your experience with using XT-ERP and Perfex CRM. 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 XT-ERP and Perfex CRM

XT-ERP Reviews

We have no reviews of XT-ERP yet.
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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

What are some alternatives?

When comparing XT-ERP and Perfex CRM, you can also consider the following products

OneHash.ai - World's 1st FaaS

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.

Vert-Age CRM Software - Customize CRM Software Solution is a solution which fulfills the needs and requirement of the customer. The Customized CRM Software Solution is a full support package used to help the customers.

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

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