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Info STEP VS Perfex CRM

Let’s have a side-by-side comparison of Info STEP vs Perfex CRM to find out which one is better. This software comparison between Info STEP and Perfex CRM is based on genuine user reviews. Compare software prices, features, support, ease of use, and user reviews to make the best choice between these, and decide whether Info STEP or Perfex CRM fits your business.

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Pricing

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Price Plans

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$ 65

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Ratings

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Overall ratings

4.5

6 Ratings & 0 Reviews

95% Likelihood to Recommend

4.1

3 Ratings & 0 Reviews

93% Likelihood to Recommend

Reviews

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Verified customer reviews

Rating

Aklesh Rajawat Jan 13, 2025

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Francisco Frankie Dec 31, 2024

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Vijayadurga B Jan 29, 2025

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KV Prashanth Sep 27, 2024

Best Use for

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Business Size:

  • img Individual
  • img 2-50 Employees
  • img 51-250 Employees
  • img 250-500 Employees
  • img 500​-​1000 Employees
  • img More than 1000+ Employees
  • img Individual
  • img 2-50 Employees
  • img 51-250 Employees
  • img 250-500 Employees
  • img 500​-​1000 Employees
  • img More than 1000+ Employees

Business Type:

  • img Small Business
  • img Startups
  • img Medium Business
  • img Enterprise
  • img SMBs
  • img SMEs
  • img MSMBs
  • img MSMEs
  • img Freelancers
  • img Small Business
  • img Startups
  • img Medium Business
  • img Enterprise
  • img SMBs
  • img SMEs
  • img MSMBs
  • img MSMEs
  • img Freelancers

Industries:

  • imgAll Industries
  • imgAll Industries

We provide the best software solution for your business needs

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Features

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Product features

  • checked Product Catalogue
  • checked Product Comparison
  • checked Stock Available
  • checked Price List
  • checked Dealer History
  • checked Dealer Network
  • checked Reports
  • checked Journey Cycle Plan
  • checked Route Mapping
  • checked Contact Management
  • checked Sales Performance Reports
  • checked Customer Insights
  • checked Performance Tracking
  • checked Event-Triggered Notifications
  • checked System Errors/Failures
  • checked Customer Interaction Alerts
  • checked Workflow Trigger Alerts
  • checked Lead Activity Alerts
  • checked Audit Trail
  • checked Campaign Management
  • checked Sales Forecasting
  • checked Lead Scoring
  • checked Workflow Automation and Management
  • checked Team Communication
  • checked Invoice Management
  • checked Ticket Management
  • checked GDPR & Data Privacy
  • checked Marketing Tools Integration
  • checked Email Marketing Tools Integration
  • checked Lead Management
  • checked Account Management
  • checked Contract Management
  • checked Data Import/Export
  • checked API Access
  • checked Data Encryption
  • checked Sales Automation
  • checked Customer Profiles
  • checked Calendar Integration
  • checked Contact Segmentation
  • checked Task / Activity Management
  • checked Activity History
  • checked Role-Based Access Control (RBAC)
  • checked Third Party Integrations
  • checked Opportunity & Pipeline Management
  • checked Customer Segmentation
  • checked Custom Dashboards

Specifications

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Deployment

  • img Web based
  • img On Premises
  • img Web based
  • img On Premises

Device Supported

  • img Desktop
  • img Mobile
  • img iPad
  • img Tablet
  • img Desktop
  • img Mobile
  • img iPad
  • img Tablet

Supported Platforms

  • img Windows
  • img Mac OS
  • img Android
  • img iOS
  • img Linux
  • img Ubuntu
  • img Windows
  • img Mac OS
  • img Android
  • img iOS
  • img Linux
  • img Ubuntu

Languages support

  • imgEnglish
  • imgEnglish

Alternatives

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Top Alternative Products

OmniAssist

OmniAssist


KOOPS Sales Force Automation

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Peri CRM

Peri CRM


See all Info STEP alternatives img
Zoho CRM

Zoho CRM


CrmOne

CrmOne


Odoo CRM

Odoo CRM


Solid Performers CRM

Solid Performers CRM


See all Perfex CRM alternatives img

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Similar Comparison

Info STEP vs Perfex CRM Comparison FAQs

Software questions,
answered

While Info STEP offers customized features, Perfex CRM has diverse modules. Select between Info STEP or Perfex CRM as per your business needs.

Both these products offer similar features but with a different approach. While Info STEP emphasizes on user experiences, Perfex CRM focuses on functionalities.

It all depends on the functionalities that you prefer. While Info STEP offers add-ons along with essential features, Perfex CRM emphasizes on customization.

No, the difference between Info STEP and Perfex CRM lies in terms of features and functionalities. While Info STEP can be customized as per the user’s needs, Perfex CRM addresses the diverse audience.

It depends upon your business requirement. Both Info STEP and Perfex CRM provides standard features to cater diverse industry needs.

The difference lies in terms of the user interface and functionalities. While Info STEP is customizable, Info STEP offers comprehensive modules.

A Quick Comparison Between Info STEP vs Perfex CRM

Choosing any software for your organisation is a crucial decision. As a decision maker, you must ensure that the software you choose addresses the pain points of your teams and reaps maximum benefit for you.

  • Comparison of Info STEP vs Perfex CRM In terms of Features
  • Comparison Between Info STEP and Perfex CRM In terms of Deployment Type
  • Info STEP or Perfex CRM: Which Is Ideal for Your Industry
  • Which Is Better? - Info STEP or Perfex CRM

Comparison of Info STEP vs Perfex CRM In terms of Features

Info STEP includes features like Product Catalogue, Product Comparison, Stock Available and Price List. Perfex CRM is known for functionalities like Contact Management, Sales Performance Reports, Customer Insights and Performance Tracking. When you compare Info STEP vs Perfex CRM, look for scalability, customization, ease of use, customer support and other key factors. The one which suits your business needs is the best.

Comparison Between Info STEP and Perfex CRM In terms of Deployment Type

While Info STEP supports Web Based deployment; Perfex CRM is suitable for Web Based deployment. While selecting between Info STEP and Perfex CRM, figure out which one of the two is compatible with your devices. This will help in reducing the hassle after implementation.

Info STEP or Perfex CRM: Which Is Ideal for Your Industry

Info STEP is ideal for industries like All Industries. For All Industries, Perfex CRM is a better choice. If you are confused between Info STEP or Perfex CRM, you can also check if the software has customizable modules for your industry. Industry-specific functionalities will ensure higher efficiency and ROI. However, do check for the hidden price, is any.

Which Is Better? - Info STEP or Perfex CRM

Info STEP and Perfex CRM can be used for different purposes and are well-suited for teams with specific needs. If you are looking for a platform that is easy to use, has low barriers to entry, and offers a lot of customization, flexibility, and integration options, then you must compare their specifications in detail at the time of demo. Compare Info STEP and Perfex CRM during demo to decide which one is best for your business.

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