Perfectum CRM+ERP Description
Perfectum CRM+ERP helps businesses streamline their business workflows, manage industry-specific operations and more. This is a comprehensive software for managing customer constraints that can be used by companies in different industries to automate and simplify their work. You can control all company processes online, from anywhere in the world, on any device, including PC, laptops, tablets, smartphones and other gadgets.
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- How engineering teams use real-time customer data to achieve business goals.
- How to elevate your business to a new level of engineering efficiency with AI.
- Strategies used by engineering teams at Instacart, Staples Canada, Televisa Univision, CrossFit, and ClearScore to improve KPIs and drive efficiencies.
Product Details
Perfectum CRM+ERP Features and Options
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
A good combination of comfort and capabilities Date: Dec 27 2023
Summary: Having immersed myself in the capabilities of CRM Perfectum, I can confidently assert that it stands out not only for its implementation cost but also for its extensive capabilities. This software has proven itself as a dependable companion, consistently meeting and exceeding expectations. It has become an integral part of our operations, offering a seamless and feature-rich CRM solution that has yet to disappoint.
Positive: After diving into CRM Perfectum, I discovered several standout features that make it a noteworthy choice. To begin with, the user interface is exceptionally intuitive, providing a seamless and comfortable experience. This UI design not only enhances user engagement but also contributes to overall productivity.
Furthermore, the customization options offered by CRM Perfectum are truly commendable. The tool allows for easy tailoring to meet specific business needs, ensuring a personalized and efficient workflow. Scalability is another strong suit, as the platform adapts effortlessly to the evolving requirements of our organization, making it a versatile and future-proof solution.
In addition to its adaptability, CRM Perfectum boasts a rich set of features that address a diverse range of CRM needs. From robust contact management to efficient task tracking, the tool covers all essential aspects, streamlining our processes and enhancing overall efficiency.Negative: Remarkably, there's little to criticize about CRM Perfectum. The platform has consistently delivered reliable performance, leaving me with nothing to dislike. The absence of any significant drawbacks speaks volumes about its reliability and stability.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Revolutionizing Customer Relationships Date: Dec 19 2023
Summary: In our organizational landscape, CRM Perfectum stands as a beacon, empowering our customer success, sales, and marketing teams to excel in managing customer relationships. It's a unique CRM solution that has seamlessly integrated itself into our processes, providing a reliable and easily accessible platform for everyone involved. It`s program has been a transformative force in our operations, providing a level of functionality that goes beyond the conventional CRM experience. Its unique approach to complementing sales processes and ensuring effective customer and sales information management sets it apart in the market. While there's room for interface improvement, the overall impact on our organizational efficiency has been undeniably positive, making CRM Perfectum a valuable asset in our pursuit of excellence.
Positive: Perfectum has been a game-changer, elevating our CRM and sales processes to new heights. Its exceptional performance equips us with everything we need to capture and retain vital customer information, creating a synergy with our sales process for comprehensive improvements. The software's environment is a testament to efficiency, with well-organized features that simplify the storage and access of customer information. This streamlined approach ensures that crucial data is readily available whenever the need arises.
Negative: While the positives outweigh the drawbacks, it's worth noting that Perfectum's interface could benefit from a more modern touch. Additionally, a more customizable environment would enhance the platform's adaptability to diverse organizational needs.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Good CRM system Date: Dec 08 2023
Summary: It's this awesome tool that helps us handle customer stuff like a breeze. The interface is slick, and you don't need to be a tech wizard to get the hang of it. We can keep track of customers, shoot them emails, and do all the cool stuff in one place.
We can see what's working and what's not in real-time, helping us make smarter moves.Positive: Perfectum CRM boasts a sleek and intuitive user interface, ensuring a smooth onboarding process for users of all technical backgrounds.The clean design enhances overall navigation, contributing to a positive user experience.The ability to manage leads, contacts, and communication history efficiently has greatly enhanced our team's ability to nurture and strengthen customer relationships.The customer support team behind Perfectum CRM is highly responsive and knowledgeable. Any queries or issues are addressed promptly, fostering a sense of confidence in the product and the support infrastructure.
Negative: Integrating Perfectum CRM with other business applications can be a bit complex, requiring technical expertise. Improved integration options and simplified processes would enhance the system's overall usability.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Optimal Solution for Converting Leads into Loyal Customers Date: Nov 15 2023
Summary: In my experience, CRM Perfectum has proven to be a powerhouse in customer relationship management, seamlessly guiding each potential lead into the sales funnel. What stands out the most is its user interface – a simplistic design that facilitates onboarding even for those with limited experience.
Positive: CRM Perfectum boasts an impressively simple and clean user interface, making the learning curve virtually non-existent. This design choice enhances user accessibility, ensuring a smooth transition for users of all experience levels.
The sales pipeline in CRM is a comprehensive solution, covering everything from lead detection to the conversion into loyal customers. This versatility ensures a holistic approach to sales management.Negative: The platform has consistently delivered a positive user experience without presenting any significant challenges. This lack of negatives speaks volumes about the platform's reliability and effectiveness.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Convenient and intuitive system, many functions Date: Nov 13 2023
Summary: In my experience, CRM Perfectum stands out as a robust and versatile platform that caters extensively to sales and lead management requirements. It has proven to be a game-changer in effortlessly channeling every lead into the sales funnel, reducing the effort required for seamless management. The analytics provided by Perfectum are not only comprehensive but also highly informative, offering valuable insights into our sales performance.
Positive: The user interface of CRM Perfectum is refreshingly basic yet incredibly user-friendly. Navigating through the platform is intuitive, ensuring that users of all levels can efficiently leverage its features without a steep learning curve.
Document management for sales reps is a standout feature of CRM. It streamlines the process, making it easy for sales teams to organize and access essential documents, contributing to improved efficiency in their daily tasks.Negative: Surprisingly, in my ongoing usage of CRM Perfectum, I have yet to encounter any downsides or drawbacks. The platform has consistently delivered on its promises without presenting any notable challenges. While it's not uncommon to find areas for improvement in software, the absence of any negatives in my experience is a testament to the reliability and effectiveness of CRM.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
CRM Perfectum has really improved the efficiency of my business Date: Oct 03 2023
Summary: The decision to go with CRM Perfectum was driven by a combination of factors. Its overall ease of use played a pivotal role, as it ensured a smooth onboarding process. The robust automation capabilities were a significant draw, aligning perfectly with my need for time optimization. Additionally, my familiarity with the system, having used it extensively, provided a level of comfort and confidence that was hard to find elsewhere. In short, CRM Perfectum proved to be the most fitting and effective choice for my business.
Positive: The automation capabilities of CRM Perfectum are its shining feature. They have been instrumental in not only optimizing my time but also in efficiently managing the diverse prospecting strands in my sales funnels. These automations have significantly streamlined my workflow and boosted productivity.
Negative: While CRM Perfectum excels in many areas, there are two minor areas where it could improve. Firstly, expanding its range of integrations would be beneficial, allowing for seamless connections with other essential tools and platforms. Secondly, the process of exporting lists from the system could be slightly more straightforward. It's not overly complex, but even a small enhancement in this regard would make a noticeable difference.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Studio Machaon Edited: Sep 20 2023
Summary: We are the Ukrainian web studio Machaon, which has been working for 14 years in the field of web programming and has been providing clients with the creation and delivery of websites. I’ll write right away who we are and what it’s like, honest and like a company, not like bots!
I would like to deprive the voice of the robot after 3 years on the ERP version of Perfectum.
The world previously worked in the Bitrix system and honestly grew from it, and even before the start of a full-scale war, they decided to change the system, chose for a long time, looked at about 20 systems and, as a result, they were healthy with this, which is the best product for us Found this also in Ukraine.
We started with the transplantation of the sales department, then the developments, and then the decision of the divisions was transferred. We adjusted everything ourselves, read the documentation, marveled at the videos - I have never read such reporting documentation. So, as we were guided through the sections, the process was not very smooth, so everything needed to be adjusted, verified, launched, and then the next step was taken, but within a quarter we all began to work with Perfectum. Honestly, the system is simply fantastic, ALL, really ALL processes we work in it. It’s not like others write on the site, here it’s really possible for everyone to work in the same system.
The result is simply super - everything from the initial contact to the client’s support is maintained in one system.Positive: My pleasure is this - if you want everyone to work not in 10 systems, but in one, take Perfectum.
The price is a minimal, the functionality is great, the support is cost-free.Negative: The accountant is also happy, although some of the functions are still missing in 1C.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Allows you to customize work processes in projects Date: May 17 2024
Summary: Choosing Perfectum as a CRM system for our company was one of the best decisions. Its rich functionality helps optimize all business processes: from contact management and transactions to task planning and sales control. I would especially like to mention the integration module. Perfectum synchronizes flawlessly with our accounting systems, cloud storage and instant messengers. All important information is consolidated in one place.
Positive: Intuitive interface, powerful analytics and reporting, integration with popular services. Scalability, ample automation capabilities, uninterrupted operation.
Negative: Some features, such as project management, feel unnecessarily complicated.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
It makes the job much easier Date: Apr 22 2024
Summary: Our experience with the implementation of the Perfectum CRM system was very positive. This solution has really simplified our work in the sales department. We received a powerful and useful tool for managing our sales department, which significantly increased the efficiency of our work and provided better service to our clients.
Positive: One of the key advantages of the program is the ability to maintain a complete history of interactions with each client, from the first contact to the closing of the transaction. This allows us to quickly find the necessary information and quickly respond to customer requests, which is an invaluable advantage in our work.
We also benefited greatly from the analytics and reporting features provided in the system. We can easily track sales trends, the effectiveness of our marketing efforts, and employee performance, allowing us to make more informed strategic decisions.Negative: Of course, as with any technical system, sometimes small technical problems arise. However, we appreciate the developers' prompt response to such situations and regular updates aimed at improving the stability of Perfectum.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
The interface is clear and easy to use Date: Mar 28 2024
Summary: For our wholesale company, the implementation of the Perfectum CRM system was a big step forward. Previously, we experienced serious difficulties with warehouse accounting - disagreements constantly arose, product items were lost. After switching to CRM from Perfectum, it became much easier and more convenient.
Positive: The system ensures complete transparency of product flow, current balances are always before your eyes. Analytical CRM tools also turned out to be extremely useful - now we can track sales, demand and, based on this data, competently plan purchases.
Negative: The only thing is that implementation took a lot of time and effort and a lot of work was done to transfer data and train staff. But the result was worth it - now the company’s business processes are as systematized and optimized as possible.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Makes work much easier Date: Mar 20 2024
Summary: We are grateful to the Perfectum company for the high-quality implementation of the CRM system in our company. Their team showed high professionalism and understanding of our needs. The implementation went smoothly and efficiently, adapting the system to our business processes. The system’s capabilities for customer base management, analytics and reporting have become especially valuable to us.
Positive: The advantages of the system are its wide functionality, including management of sales, customer base, marketing and analytics. We also note the ease of use of the system and intuitive interface.
Negative: Sometimes we encountered system instability, especially during updates. However, the overall impression of working with Perfectum is very positive.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Great for medical facilities Date: Mar 11 2024
Summary: Cooperation with Perfectum has brought significant improvements to our medical clinic in process management and quality of service. The implementation of the CRM system was carried out professionally and on time. The Perfectum team carefully studied our needs and successfully integrated the system with our medical processes.
Positive: The system provided us with ample opportunities to manage our client base, schedule patient appointments, and create an effective schedule for doctors. We especially highlight the ease of working with electronic medical records and the functionality for maintaining medical statistics. The positives also include excellent support from the Perfectum team.
Negative: We note that the system may be a little difficult to use at first and requires time to train staff. However, Perfectum CRM has become a reliable tool that increases the efficiency of our medical clinic.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
An excellent solution for effective trading management. Date: Feb 27 2024
Summary: Perfectum is an excellent partner for efficient management of trading processes. The trade management functionality allows us to easily track all stages of sales - from placing an order to shipping the goods. Integration with warehouse accounting and supply management systems has made the entire process more automated and efficient.
Positive: Trade management functionality, the ability to automate procurement processes and order generation. New levels of inventory control, accurate supply planning and sales performance monitoring have all given us an edge in the market.
Negative: However, it is worth noting that it would be useful to expand the analytics functionality for a more detailed analysis of trading operations.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Great tool for sales automation Date: Feb 21 2024
Summary: The program turned out to be very convenient, although it took us some time to fully master all the features. But now that the system is customized to our needs, we have significantly improved the efficiency of business processes.
Positive: We appreciated the ease of use and intuitive interface. The client database management function turned out to be especially useful - quick search, filters by various parameters and integration with email. The team management and task distribution functionality works great. I like the ability to create custom fields to suit the needs of the company.
Negative: However, we have encountered the fact that sometimes updates are not always stable and can cause inconvenience during the work process.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Dynamic Project Management Center Date: Feb 11 2024
Summary: Perfectum is a powerful project management platform equipped with excellent collaboration features. Its flexibility suits a wide range of projects and teams, but its extensive feature set may be a challenge for new users. Additionally, the higher price for advanced functionality requires careful consideration. Despite these considerations, CRM remains a dynamic force in the project management industry, offering many opportunities for those who are ready to harness its full potential.
Positive: Perfectum stands out because it provides a flexible and customizable project management environment. This adaptability allows it to adapt to different work styles and project complexities, ensuring it fully meets our unique needs.
Collaboration tools in CRM take teamwork to new heights. From lead management to comments and file sharing, the platform creates an environment where collaboration is not just a feature, but the cornerstone of a smooth work dynamic.Negative: Perfectum has wide functionality, but to expand it requires additional purchase of modules.
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