Perfectum CRM+ERP Reviews

Perfectum is great for teamwork. It's convenient that you can see how busy your colleagues are and distribute tasks in real time. My business has received significant benefits.

I like that it is possible to set tasks for employees and track their completion. A convenient reminder system does not let me forget about important things. And the automation of routine tasks allows me to devote more time to the strategic development of my business.

Sometimes there are problems with synchronization of data between different devices. I would also like more flexible interface settings. Otherwise, the system works stably and performs its functions.

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.

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.

However, it is worth noting that it would be useful to expand the analytics functionality for a more detailed analysis of trading operations.

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.

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.

However, we have encountered the fact that sometimes updates are not always stable and can cause inconvenience during the work process.

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.

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.

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.

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.

Intuitive interface, powerful analytics and reporting, integration with popular services. Scalability, ample automation capabilities, uninterrupted operation.

Some features, such as project management, feel unnecessarily complicated.

Our trading company Spectrum was faced with the need to simplify and automate work processes, and we decided to try the CRM product from Perfectum. First impressions were a bit chaotic due to the large number of features and reports. However, thanks to the help of the Perfectum team and extensive documentation, including videos, we quickly mastered the system.
Now, a year later, we are confidently working with Perfectum and I can confirm that the program really simplifies the entire sales process in our company. It also helps with lead management and allows you to dive deep into analytics. As a result, this solution has significantly improved our sales and had a positive impact on work processes throughout the enterprise.

One of the most useful aspects of CRM Perfectum is the ability to personalize customer service. We can track their preferences and history of interaction with us, which allows us to provide a more personalized approach to each client. Another key benefit of the program is its ability to integrate with our existing applications and systems. This greatly simplifies the transfer of data and ensures a continuous flow of information between departments of our company.

Webinars are needed; there are questions that are best discussed online. Navigation can be challenging at times, especially for newbies. Overall, an excellent assistant for business.

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.

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.

Perfectum has wide functionality, but to expand it requires additional purchase of modules.

As the head of a small IT company, I have been looking for an optimal solution for automating business processes for a long time. Perfectum CRM attracted me with its wide functionality and integration with a number of useful services. CRM is well suited for comprehensive business automation. I recommend it for enterprises ready to invest in the development of an IT system.

User-friendly interface, quick login for employees. Good project and task management module. All information is structured, nothing will be lost. Ability to delegate tasks, set deadlines and control execution. Having a financial module and a document flow module saves time.

When we first implemented it, we got a little confused with the interface. It took time to train the team. Sometimes there are slight freezes in the operation of the software. The price is higher than the market average, but the functionality justifies it.

As a small business owner, I constantly need prompt communication with clients. After a long search, I settled on Perfectum CRM, and overall I don’t regret it. All information is now collected in one place - contacts, tasks, and projects. It’s especially convenient to manage all this through a mobile application.

What really helps in my work is the ability to control the work of employees through tasks. The reminder system works great, I don’t miss anything important. And the fact that many routine processes have been automated has really freed up time for business development.

But there are some shortcomings. Periodically, I encounter the fact that the data is not synchronized between the phone and the computer, I have to restart the application. The interface could also be made more flexible - there is not enough ability to customize it for yourself. But if you close your eyes to these little things, the system is quite functional and copes with its tasks.

Perfectum helped us automate many processes and significantly simplified interaction with clients. Managing tasks and the client base has become much easier.

We spent a long time choosing a CRM system for implementation and we did not go wrong with Perfectum. We liked their comprehensive approach: they not only implemented the program, but also helped optimize the work of the sales department. They conducted excellent training for employees, even the most "resistant" got involved in working with the system. I would like to separately note the responsiveness of their technical support - always in touch, always ready to help.

If it weren't for a couple of small delays in deadlines, I would have given a solid five.

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.

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.

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.

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.

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.

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.

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.

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.

Sometimes we encountered system instability, especially during updates. However, the overall impression of working with Perfectum is very positive.

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.

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.

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.

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.

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.

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.

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.

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.

The accountant is also happy, although some of the functions are still missing in 1C.

Perfectum CRM is an outstanding solution that has exceeded our expectations in every way. It empowers us to create sales funnels from scratch, drastically reduces our sales cycle, and enhances our overall efficiency. If you're in search of a CRM tool that not only boosts sales but is also easy to manage, look no further than CRM Perfectum. It's a must-try solution that will undoubtedly elevate your sales operations.

CRM Perfectum provides an impeccably clear view of our sales pipeline, ensuring that we never lose sight of potential opportunities. This visual board is a game-changer for tracking and managing our leads and deals.

The software's user interface is not only aesthetically pleasing but also incredibly intuitive. Navigating through CRM Perfectum is a breeze, making it a joy to use on a daily basis.

Lead management is also streamlined, enhancing our overall efficiency.

CRM Perfectum excels in lead generation by extracting leads from various channels, including email and SMS marketing. This multi-faceted approach broadens our reach and ensures a consistent influx of potential clients.

Scheduled Email Marketing: The scheduled email marketing feature has become an integral part of our outreach strategy. It functions flawlessly, enabling us to connect with clients at precisely the right times and in the most effective ways.

CRM Perfectum facilitates seamless communication with clients, making it easy to build and maintain strong relationships. Connecting with clients has never been more straightforward.

Surprisingly, our experience with CRM Perfectum has been virtually glitch-free. We haven't encountered any major issues or drawbacks while using the software. We view it as a testament to the software's reliability and effectiveness.

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.

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.

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.

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.

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.

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.

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.

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.

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.