Best CRM - Perfex, Rise or Grow?

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CRM of Choice


  • Total voters
    63

WhiteFluffyPuppy

Active member
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Sep 18, 2020
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Hello everyone.
I'm looking to use a CRM soon, and I'm curious to know which CRM the community thinks is the best. I installed Perfex and Rise in the past but never used them, and I'm thinking of buying one of them someday. I walked away from Perfex which looked intense because they didn't have recurring invoices at the time. Rise, on the other hand, offered recurring invoice, and had an appealing UI.
I made a poll based on three main CRMs (Perfex, Rise, and Grow), although there may be others you can suggest for the survey.
Please share what makes your CRM of choice the best and also vote.
Thank you for your time.
 

WhiteFluffyPuppy

Active member
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Sep 18, 2020
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i prefer perfex.....having the right add on modules, it can perform wonders.
The problem, as you have said, is, having the right add-ons. These are extra costs and more moving parts (dealing with more than one developer in case of compatibility issues).
Perfex reminds me of WordPress in which more plugins can make it perform wonders.

I like everything I need to be in one place if I can help it.
By the way, have you used the others? I'm thinking of going with Rise CRM.
 

ankoloslick

Member
May 5, 2022
56
8
8
true....
The problem, as you have said, is, having the right add-ons. These are extra costs and more moving parts (dealing with more than one developer in case of compatibility issues).
Perfex reminds me of WordPress in which more plugins can make it perform wonders.

I like everything I need to be in one place if I can help it.
By the way, have you used the others? I'm thinking of going with Rise CRM.
 

hellearth

Active member
Aug 19, 2020
306
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28
I just came across Grow crm. Looks like Perfex is still a better choice for later expansion. Many modules are developed, integration with Woocommerce is an advantage, adding SMS channels to take care of customers,...
 

WhiteFluffyPuppy

Active member
Babiato Lover
Sep 18, 2020
131
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Planet Babiato
I just came across Grow crm. Looks like Perfex is still a better choice for later expansion. Many modules are developed, integration with Woocommerce is an advantage, adding SMS channels to take care of customers,...
I agree with you, Perfex is a beast and is solid.
Even though its UI is not as modern as Rise, I can still live with that. However, Perfex doesn't allow you to set and send out email notifications to customers days before the payment date, and they haven't bothered to add that feature all these years. This is my frustration with them! 😔

That is the MAIN reason I haven't bought it and will be buying Rise instead.
 

webhugo

Active member
Trusted Uploader
Jun 12, 2020
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I agree with you, Perfex is a beast and is solid.
Even though its UI is not as modern as Rise, I can still live with that. However, Perfex doesn't allow you to set and send out email notifications to customers days before the payment date, and they haven't bothered to add that feature all these years. This is my frustration with them! 😔

That is the MAIN reason I haven't bought it and will be buying Rise instead.

They do have a separate module for your requirement. You might wanna have a look at:

I think that should help.
 
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WhiteFluffyPuppy

Active member
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Sep 18, 2020
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Planet Babiato
They do have a separate module for your requirement. You might wanna have a look at:

I think that should help.

Thank you for the tip. I've already gone with RISE. It's a shame that Perfex's devs are not as proactive as they ought to be about keeping tabs on the addons created by other devs. If they were more proactive, they would earn, and the supporting devs would also earn.
 
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hellearth

Active member
Aug 19, 2020
306
82
28
I agree with you, Perfex is a beast and is solid.
Even though its UI is not as modern as Rise, I can still live with that. However, Perfex doesn't allow you to set and send out email notifications to customers days before the payment date, and they haven't bothered to add that feature all these years. This is my frustration with them! 😔

That is the MAIN reason I haven't bought it and will be buying Rise instead.

The interface of RISE is quite good, I think it will be customizing on Perfex, which is quite easy.
I need to closely link with SMS & woocommerce. Rese is pretty limited :(
 
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WhiteFluffyPuppy

Active member
Babiato Lover
Sep 18, 2020
131
153
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Planet Babiato
The interface of RISE is quite good, I think it will be customizing on Perfex, which is quite easy.
I need to closely link with SMS & woocommerce. Rese is pretty limited :(
We want things for different reasons, and between Rise and Perfex, Rise had a solution to what I was looking for and implemented it. People had asked the Perfex team about early invoice notifications for a long time, but they did not bother to implement it or refer prospective buyers to an addon that @webhugo recently informed me of. They should think of hiring him as their sales magnet.

I may consider switching to Perfex in the future if the switch is easy to do, but not now.
 
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