Best Perfex CRM Alternatives (2026): 10+ options compared

Odoo

Odoo is an open-source business suite whose CRM app handles leads, pipelines, calling, and reporting for small and mid-sized companies, with ERP modules available alongside it.

• Better at: Has a free plan (Perfex CRM does not)
• Better at: Higher Analytics score (7/10 vs 5/10)
• Gives up: Higher Cost score (10/10 vs 8/10)

ClickUp

ClickUp is a work management platform with tasks, docs, chat, automations, AI agents and a CRM layer for contacts, companies and deals, aimed at business teams.

• Better at: Has a free plan (Perfex CRM does not)
• Better at: Higher Security score (8/10 vs 5/10)
• Gives up: Higher Cost score (10/10 vs 7/10)

HaloPSA

HaloPSA is a professional services automation platform for managed service providers and IT service teams. It combines ticketing, projects, time tracking, billing and reporting.

• Better at: Higher Security score (9/10 vs 5/10)
• Better at: Higher Scalability score (8/10 vs 5/10)
• Gives up: Higher Cost score (10/10 vs 5/10)

Bitrix24

All-in-one workspace that combines tasks and projects, CRM, chat and video calls, documents and HR tools, priced as a flat monthly fee per organization.

• Better at: Has a free plan (Perfex CRM does not)
• Better at: Higher Security score (7/10 vs 5/10)
• Gives up: Higher Cost score (10/10 vs 8/10)

SmartTask

SmartTask is a work management platform that combines projects, time tracking, a client portal and a sales CRM for agencies and client delivery teams.

• Better at: Has a free plan (Perfex CRM does not)
• Better at: Higher Support score (8/10 vs 6/10)
• Gives up: Higher Customization score (8/10 vs 7/10)

Open-source ERP from Frappe with built-in CRM for leads, opportunities, quotations and campaigns, aimed at small and mid-sized businesses that need sales tied to accounting and stock.

• Better at: Has a free plan (Perfex CRM does not)
• Better at: Higher Customization score (9/10 vs 8/10)
• Gives up: Higher Ease of Use score (6/10 vs 4/10)

SuiteDash

SuiteDash is a white-label platform that combines a client portal, CRM, projects, invoicing and onboarding for service businesses, with flat pricing per account.

• Better at: Higher Scalability score (7/10 vs 5/10)
• Better at: Higher Customization score (9/10 vs 8/10)
• Gives up: Higher Ease of Use score (6/10 vs 4/10)

Flowlu

All-in-one work management platform for small and mid-sized service businesses, combining projects, tasks, CRM, invoicing, finance tracking and a knowledge base.

• Better at: Has a free plan (Perfex CRM does not)
• Better at: Higher Analytics score (6/10 vs 5/10)
• Gives up: Higher Cost score (10/10 vs 7/10)

Pipeline CRM

Pipeline CRM is a sales pipeline CRM for small and mid-sized sales teams, covering deal tracking, email sync, automations, field sales mapping and optional calling.

• Better at: Higher Analytics score (7/10 vs 5/10)
• Better at: Higher Support score (8/10 vs 6/10)
• Gives up: Higher Cost score (10/10 vs 6/10)

GroupOffice

Open-source groupware and CRM platform from Dutch firm Intermesh, combining email, calendar, contacts, projects, helpdesk and newsletters for businesses and public organisations.

• Better at: Has a free plan (Perfex CRM does not)
• Better at: Higher Security score (7/10 vs 5/10)
• Gives up: Higher Analytics score (5/10 vs 3/10)

Assembly

Assembly, formerly Copilot, is a branded client portal for service businesses. It combines messaging, a lightweight CRM, billing, files, tasks and an AI app builder.

• Better at: Has a free plan (Perfex CRM does not)
• Better at: Higher Security score (8/10 vs 5/10)
• Gives up: Higher Cost score (10/10 vs 5/10)

Apptivo

Apptivo is a modular cloud CRM and business suite that combines sales, help desk, projects, invoicing and campaigns for small and mid-sized businesses.

• Better at: Higher Support score (8/10 vs 6/10)
• Better at: Higher Security score (6/10 vs 5/10)
• Gives up: Higher Cost score (10/10 vs 8/10)

Scoro

Modular professional services automation platform for agencies and consultancies that links CRM, quoting, projects, resource planning, time tracking and invoicing.

• Better at: Higher Analytics score (8/10 vs 5/10)
• Better at: Higher Security score (8/10 vs 5/10)
• Gives up: Higher Cost score (10/10 vs 4/10)

Agiled

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

• Better at: Higher Integration score (7/10 vs 6/10)
• Better at: Higher Support score (7/10 vs 6/10)
• Gives up: Higher Cost score (10/10 vs 7/10)

BQE CORE

Cloud firm management platform for architecture, engineering and consulting firms. It combines project management, time tracking, billing, accounting, CRM and payroll.

• Better at: Higher Analytics score (7/10 vs 5/10)
• Better at: Higher Support score (8/10 vs 6/10)
• Gives up: Higher Cost score (10/10 vs 4/10)