Perfex CRM Overview

Perfex CRM addresses the complexities of customer relationship and project management by offering a cloud-based platform. This solution enables businesses to manage clients and projects efficiently while creating invoices. The system is designed to streamline operations by integrating customer management with project tracking, ensuring that all client interactions and project details are accessible in one place. Users benefit from the ability to automate routine tasks, thus reducing administrative overhead. Perfex CRM's cloud capabilities allow for remote access, ensuring that teams can collaborate seamlessly from anywhere. This feature-rich platform is ideal for businesses seeking to enhance their client management and project execution processes.

Use Cases

Customers recommend Contract Management, Helpdesk Management, Proposal & Quote Management, as the business use cases that they have been most satisfied with while using Perfex CRM.

Other use cases:

  • Knowledge Management
  • Relationship Management
  • Contact List Management
  • Lead Tracking
  • Billing And Invoice Management
  • Measuring Customer Satisfaction
  • Conversion Management
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Business Priorities

Enhance Customer Relationships and Improve Efficiency are the most popular business priorities that customers and associates have achieved using Perfex CRM.

Other priorities:

  • Improve Internal Communications
  • Acquire Customers
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Perfex CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Perfex CRM works with different mediums / channels such as E-Mail. User Generated Content. and Blogs.

Perfex CRM's features include Feedback Surveys, and Recording. and Perfex CRM support capabilities include 24/7 Support, Email Support, Phone Support, etc. also Perfex CRM analytics capabilities include Custom Reports, and Analytics.

Perfex CRM, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Perfex-CRM is versatile software ideal for small businesses and freelancers. It enhances customer management and streamlines operations efficiently.

Comprehensive Insights on Perfex CRM Use Cases

How can Perfex CRM optimize your Contract Management Workflow?

How efficiently Does Perfex CRM manage your Knowledge Management?

How does Perfex CRM address your Relationship Management Challenges?

9+ more Business Use Cases

569 buyers and buying teams have used Cuspera to assess how well Perfex CRM solved their CRM needs. Cuspera uses 159 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

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Peers used Perfex CRM for contract management and helpdesk management

Perfex CRM Features

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FEATURE RATINGS AND REVIEWS
Custom Reports

4.04/5

Read Reviews (10)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.04/5

Read Reviews (10)

Software Failure Risk Guidance

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for Perfex CRM

Top Failure Risks for Perfex CRM

Perfex CRM Profile

Company Name

Perfex CRM

Company Website

//perfexcrm.com

HQ Location

Krste Misirkov, Strumica, Strumica 2400, MK

Employees

2-10

Social

Financials

PRIVATE