monday CRM vs Perfex CRM Comparison
Compare monday CRM vs Perfex CRM features, pricing, and more.
Last updated: November 2026
monday CRM
7.4/10
Sales CRM built on the monday.com work platform, with pipeline, lead and contact boards, email tracking, sequences and AI sales agents, for small and mid-sized sales teams.
Perfex CRM
6.8/10
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 | | P Perfex CRM |
|---|---|---|
| Scores | ||
| Overall Rating | 7.4/10 | 6.8/10 |
| Customization | 8/10 | 8/10 |
| Analytics | 7/10 | 5/10 |
| Integration | 8/10 | 6/10 |
| Support | 7/10 | 6/10 |
| Ease of Use | 8/10 | 6/10 |
| Security | 8/10 | 5/10 |
| Cost | 6/10 | 10/10 |
| Scalability | 7/10 | 5/10 |
| Pricing | ||
| Free plan | No | No |
| Cheapest paid plan | $18/user/mo Basic | Contact for pricing |
| Estimated cost for 10 users | $180/mo Basic | Contact for pricing |
| Features | ||
| Collaboration | ||
| Contact Management | ||
| Integrations | ||
| Lead Management | ||
| Opportunity Management | ||
| Reporting & Analytics | ||
| Customer Support Management | Not listed | |
| Marketing Automation | Not listed | |
| Mobile Access | Not listed | |
| Sales Automation | Not listed | |
monday CRM vs Perfex CRM cost by team size
| Team size | monday CRM | Perfex CRM |
|---|---|---|
| 1 user | Contact for pricing | Contact for pricing |
| 5 users | $90/moBasic | Contact for pricing |
| 10 users | $180/moBasic | Contact for pricing |
| 25 users | $450/moBasic | Contact for pricing |
| 50 users | $900/moBasic | Contact for pricing |
The plan that fits each team size, billed monthly, before add-ons and usage charges. Each cost opens that tool's pricing calculator for the team size.
Which One Should You Choose?
Why choose monday CRM
- Higher Security score (8/10 vs 5/10)
- Higher Analytics score (7/10 vs 5/10)
- Better fit for mid-market (8/10 vs 3/10)
- Better fit for sales teams (8/10 vs 5/10)
PWhy choose Perfex CRM
- Higher Cost score (10/10 vs 6/10)
- Better fit for freelancers (9/10 vs 3/10)
- Better fit for agencies (8/10 vs 6/10)
Pros & Cons
monday CRM
Pros
- Uses the same flexible board model as monday work management, so teams already on monday.com can link sales pipelines to project delivery.
- Built-in AI agents score and enrich leads, flag stalled deals and summarize calls without a separate tool.
- Gmail and Outlook sync fills CRM fields from emails automatically, which cuts manual data entry for reps.
- Strong review scores of about 4.6 on G2 and 4.7 on Capterra, according to third-party summaries.
Cons
- Three-seat minimum and bucketed seats mean small teams pay for seats they do not use, and there is no free plan.
- Basic is very restricted, with one dashboard, 1,000 contacts and five columns per board, which pushes most teams to Standard or Pro.
- G2 reviewers often say it lacks features found in dedicated sales CRMs, especially native calling, texting and template automation.
- Email sequences and mass emails are reserved for Pro, and monthly billing costs much more than annual billing (41 versus 28 USD per seat on Pro).
PPerfex 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
Monday CRM scores higher on our CRM criteria: 7.4/10 against 6.8/10 for Perfex CRM. The largest gap is in Cost: 6/10 for monday CRM and 10/10 for Perfex CRM.
No, neither monday CRM nor Perfex CRM lists a free plan.
Perfex CRM is the better fit for freelancers: we rate it 9/10 for them, against 3/10 for monday CRM.
