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Agiled vs Perfex CRM: Complete Comparison (2026)

An in-depth comparison of Agiled and Perfex CRM to help you choose the right tool for your business.

Last updated: November 2026

Agiled logo

Agiled

6.3/10

Agiled is an all-in-one business platform for service businesses and agencies. It combines projects, CRM, invoicing, time tracking, and a client portal.

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Perfex CRM

6.8/10

Winner

Self-hosted PHP CRM, sold as a one-time CodeCanyon license, that combines leads, projects, invoicing, contracts and support tickets for small businesses and freelancers.

Feature-by-Feature Comparison

Feature
Agiled logo
Agiled
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Perfex CRM
Scores
Overall Rating6.3/106.8/10
Customization6/108/10
Analytics5/105/10
Integration7/106/10
Support7/106/10
Ease of Use7/106/10
Security5/105/10
Cost7/1010/10
Scalability5/105/10
Pricing
Free planNoNo
Cheapest paid planContact for pricingContact for pricing
Estimated cost for 10 usersContact for pricingContact for pricing
Features
CollaborationNot listed
Contact ManagementNot listed
Customer Support ManagementNot listed
IntegrationsNot listed
Lead ManagementNot listed
Opportunity ManagementNot listed
Reporting & AnalyticsNot listed
More features
SchedulingNot listed
DocsNot listed
Client collaborationNot listed
App integrationsNot listed
Task listsNot listed
Gantt chartsNot listed
Task managementNot listed
Time trackingNot listed
Workflow automationNot listed
Kanban boardsNot listed
ReportingNot listed

Which One Should You Choose?

Agiled logo
Why choose Agiled

  • Higher Integration score (7/10 vs 6/10)
  • Higher Support score (7/10 vs 6/10)

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Why choose Perfex CRM

  • Higher Cost score (10/10 vs 7/10)
  • Higher Customization score (8/10 vs 6/10)

Pros & Cons

Agiled logo
Agiled

Pros

  • Combines CRM, projects, invoicing, proposals, and a client portal, so small service firms can replace several separate tools.
  • Tracked time on tasks can be turned straight into client invoices.
  • Clients and contacts do not count toward seat limits, which keeps costs down for client-facing teams.
  • Strong user ratings: 4.8 from 83 reviews on SoftwareFinder and about 4.7 on G2, according to the vendor.
  • Projects can be viewed as kanban boards, lists, or Gantt charts.

Cons

  • Reviewers report a learning curve because of the number of modules, along with thin documentation and training material.
  • The mobile app and some translations are described as needing improvement.
  • Users ask for workload management and more flexible reporting.
  • Branding the client portal on lower plans costs extra.
  • Monthly-billing prices are not shown on the pricing page.

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Perfex CRM

Pros

  • The one-time $89 license replaces recurring per-user subscription fees.
  • Combines CRM, project management, invoicing, contracts and help desk tickets in one install.
  • Strong marketplace reputation: about 26,000 CodeCanyon sales and a 4.88 rating from roughly 1,500 reviews.
  • Self-hosting gives you full control over your data, and the code can be extended with hooks, custom fields and third-party modules.
  • Actively maintained, with an update released in March 2026.

Cons

  • You manage the server, cron jobs, updates and backups yourself.
  • Reviewers call the reporting basic and static compared with SaaS CRMs.
  • Lacks advanced marketing and sales automation and AI features without add-on modules.
  • Branding options are limited, and there is no first-party mobile app mentioned on the official site.
  • Support is limited to 6 months unless you pay to extend it.

Not sold on either?

Frequently Asked Questions

Perfex CRM scores higher on our CRM criteria: 6.8/10 against 6.3/10 for Agiled. The largest gap is in Cost: 7/10 for Agiled and 10/10 for Perfex CRM.

No, neither Agiled nor Perfex CRM lists a free plan.

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