perfexcrm logo

In the field guide

perfexcrm

perfexcrm.com

Perfex CRM is a customer relationship management software designed for small businesses and freelancers. It offers project management, invoicing, lead management, and support ticket features to streamline business operations.

The product, beyond the pitch

Automatically researched · Not editorially reviewed · Sources checked Sep 16, 2026

Compare

A good fit for

Not confirmed yet.

Know the limitations

Not confirmed yet.

What you can do

  • Managing customer relationships and projects for small businesses and freelancers.
  • Automating workflows between WordPress sites and CRM for lead capture, sales pipelines, ticketing, and follow-ups.

Features

  • Project management with expense and time tracking, and multiple staff assignment on tasks.
  • One-click invoice creation with support for different taxes, recurring invoices, and PDF attachments.
  • Support ticket system with autoresponse, private notes, assignments, attachments, predefined replies, and priorities.
  • Knowledge base articles with client usefulness voting in the client area.
  • Contract management with PDF creation, sending, and expiry reminders.

Integrations

Not confirmed yet.

Platforms & data export

  • Web-based application accessible via browser with server installation.

perfexcrm pricing

No plans recorded yet.

THE COST FOR YOUR TEAM

Go beyond the starting price.

Published plan prices for your team size and usage. Results update as you type. Taxes, currency conversion and unlisted add-ons are excluded, and anything the source did not state is called out rather than guessed.

Known monthly subtotal

$0/month

1 of 1 tools could not be priced with these inputs, so this is not the full cost.

Plan costs based on your requirements
Tool / planMonthlyPer yearWhat this assumes
perfexcrm logoperfexcrmNo pricing recorded yet. Check the official site, or ask the owner to add it.

Alternatives to explore

Filter alternatives →

Candidates based on category and primary feature. Check feature and pricing differences before switching.

perfexcrm vs Pmsuiteperfexcrm vs kommify

Plan a switch from perfexcrm →

What changed

No changes recorded yet

Changes to the facts recorded here, not a live scan of every vendor update. Save this tool to follow updates in your account.

No changes recorded yet.

Comments

No comments yet. Be the first to say what perfexcrm costs you.

Sources & research

How we research, calculate costs, and distinguish sponsorship