Hosted CRM workspace
Run customer work, billing, projects, and support from one CRM.
Perfexly gives businesses a hosted workspace for leads, customers, invoices, payments, projects, appointments, reporting, and support, with clear monthly pricing and a Starter 7-day trial.
Starter includes a 7-day trial. Professional and Business are paid plans for teams that need deeper finance, delivery, and operations tools.
Everything needed to manage customer work
A practical CRM foundation for repeated daily work, with stronger finance, project delivery, account planning, reporting, and automation tools on higher plans.
Sales
Track leads, customers, contacts, estimates, proposals, contracts, and deal follow-up.
Delivery
Manage projects, tasks, milestones, files, roadmaps, templates, appointments, and collaboration.
Finance
Create invoices, record payments, track expenses, manage subscriptions, and add bookkeeping on higher plans.
Support
Handle tickets, customer conversations, internal knowledge, public help content, and support follow-up.
Built around real business workflows
Perfexly is more than a contact list. It keeps sales, service delivery, finance, and support activity connected to the customer record.
Win work and get paid
Move from lead capture to estimates, proposals, invoices, payment tracking, and customer history without rebuilding the same information in separate tools.
Keep projects moving
Use tasks, milestones, templates, roadmaps, wiki content, and appointments to keep repeated client work consistent across the team.
Add structure as you grow
Business includes account planning, workflow automation, purchase orders, delivery notes, and higher limits for teams with more complex operations.
Why Perfexly
A cleaner way to run customer-facing work
Growing businesses often end up with customer data spread across inboxes, spreadsheets, finance tools, task lists, and shared folders. Perfexly brings the daily operating pieces into one hosted CRM so teams can see what has happened, what is due next, and what needs attention.
Contacts, sales work, invoices, projects, files, and support history stay connected.
Starter for basics, Professional for finance and delivery depth, Business for operational teams.
More modules can be added carefully as integrations, ecommerce, and advanced workflows are tested.
Simple monthly pricing
Plans
Start with the Starter trial, or choose Professional or Business when your team needs deeper finance, delivery, and workflow tools.
Starter
For small businesses getting CRM basics in place.
- 7-day trial
- 3 staff users
- 500 clients/contacts
- 1GB storage
- Core CRM, sales, projects, invoices, support
- Extra staff: GBP 5/user/month
- Extra storage: GBP 5 per 5GB/month
Professional
For growing teams that need sales, finance, delivery, and reporting in one workspace.
- 10 staff users
- 2,500 clients/contacts
- 5GB storage
- Accounting, bookkeeping, cash/bank balances
- Project templates and roadmap
- Team wiki and enhanced reports
- Proposals, contracts, expenses, subscriptions
- Extra tenant instance: GBP 10/month
Business
For larger teams and agencies needing higher limits, workflow depth, and launch support.
- 25 staff users
- 10,000 clients/contacts
- 20GB storage
- Everything in Professional
- Strategic account planning
- Task workflow automations
- Purchase orders and delivery notes
- Appointments and callback requests
- Custom domain setup included
- Extra staff: GBP 4/user/month
From the Perfexly Blog
Guides for choosing a CRM setup, organising customer work, and moving away from scattered spreadsheets and manual processes.
Why growing businesses need one customer workspace
Why customer details, sales, billing, projects, and support should live together.
How to choose the right Perfexly plan
Compare Starter, Professional, and Business by team size and workflow needs.
Moving from spreadsheets to a hosted CRM
What changes when customer and billing work moves into one hosted CRM.
Ready to set up your CRM workspace?
Start with the Starter trial, or choose a paid plan and set up your CRM workspace.