Perfectum CRM+ERP Reviews

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.

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.

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.

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.

Summary: 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.

Positive: 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.

Negative: 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.

Summary: The automation prowess embedded in this platform has not only saved us substantial working hours but has also enhanced our service delivery by ensuring timely and strategic communication. The initial setup challenges are outweighed by the long-term benefits, making it an absolute game-changer for our entire team.

Positive: The heart of CRM Perfectum lies in its automation capabilities, transforming our sales processes into a well-oiled machine. From email campaigns to reminders and personalized sales emails, the platform's workflows have systematized our operations, resulting in a significant reduction in manual effort.

Negative: While the benefits are substantial, the setup process of CRM Perfectum proved to be a substantial undertaking. Integrating it with existing systems, configuring custom properties, and ensuring the team's confident usage took a couple of months. However, the investment in time during setup has paid off manifold in the streamlined efficiency we now experience.

Summary: Perfectum is a versatile solution that has revolutionized our workflow. This comprehensive software seems to anticipate our every need, sparing us the hassle of integrating multiple services or conducting exhaustive surveys to find missing pieces. It's a one-stop-shop for all our business needs, making it a breeze to store documents and files, eliminating the need for additional cloud storage platforms.

Positive: CRM Perfectum has become an indispensable asset in our daily operations. It's our trusty partner in project management and collaboration. Among its many merits, the standout feature is its impeccable communication tools. With functions for communication, the software seamlessly connects our team members, fostering smooth and efficient collaboration. Gone are the days of disjointed communication – thanks to CRM Perfectum, we're always in sync.

Negative: While this CRM excels in many areas, its work-time tracking feature is one that we've found less use for. In our context, measuring the hours spent working online doesn't hold much relevance. What truly matters to us is delivering results within the predefined time frames. Thus, we believe that a more beneficial addition would be milestone tracking, allowing us to better monitor and manage project progress. This shift in focus would further enhance the software's already impressive capabilities.

Summary: 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.

Positive: 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.

Negative: 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.