PerfectView logo

PerfectView

by Efficy · Since 1984
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ActiveAvailable globallyCloud
Quick facts
VendorEfficy
Year launched1984
StatusActive
LocationDe Waterman 2 5215 MX ‘s-Hertogenbosch The Netherlands
Countries servedGlobal
Languages5
Integrations7+
Free tierN/A
Free trialYES
Contact salesN/A

About PerfectView

PerfectView is a CRM software from Efficy that supports customer relationship management. It combines CRM features, email integration, Exact Online integration, MailChimp integration, and Office integration so businesses can efficiently manage customer interactions and data. This platform allows users to create a complete 360° customer profile, fosters brand ambassadors, and provides immediate caller ID with VoIP integration. PerfectView 2.0, also known as Tribe CRM, introduces updated functionalities to improve user use. Key capabilities: CRM features Email integration Exact Online integration MailChimp integration Office integration Best for: businesses that need to manage customer relationships and simplify communication effectively.

PerfectView is an accessible and flexible cloud-based CRM software designed to optimize customer relationship management, sales, marketing, and support activities. Its comprehensive 360° customer profile enables businesses to monitor all interactions, documents, social media activity, and support tickets from one centralized location, fostering better customer understanding and engagement. PerfectView is particularly suitable for small and medium-sized businesses seeking an affordable, scalable CRM platform that integrates multiple communication channels like email, social media, and webforms, making it easier to nurture leads, handle support, and automate marketing. The user interface is designed to be intuitive and straightforward, with dashboards providing instant insights into sales pipelines, customer data, and campaign performance. It supports multi-device use—from desktops and laptops to tablets and smartphones—ensuring businesses can stay connected and productive regardless of location. PerfectView's integrations include popular social media platforms, APIs, and Office applications, which allow organizations to work seamlessly across different tools and streamline workflows. Its multilingual support caters to diverse regions, and the free helpdesk along with extensive tutorials makes onboarding simple and efficient.

Pros & Cons

Pros
  • User-friendly interface
  • All-in-one customer profile management
  • Affordable pricing structure
  • Multi-language support
  • Mobile accessibility
Cons
  • Limited offline functionality
  • Advanced automation might need training
  • Integration setup can be complex
  • Some features may be less extensive compared to larger enterprise CRMs

Features

Key features

360° Customer Profile

Provides a complete view of customer interactions, documents, social media, and support tickets.

Relationship Management

Builds and maintains strong customer relationships with follow-up and engagement tools.

Lead and Suspect Management

Automates capturing, nurturing, and converting leads through sales funnels.

Email & Campaign Automation

Sends targeted email campaigns and automates follow-ups based on customer actions.

Social Media Integration

Connects with Facebook, LinkedIn, and Twitter to automate and monitor social interactions.

Billing and Invoices

Generates invoices, reminders, and tracks payments automatically.

Webforms & Lead Generation

Creates lead capturing forms with automated responses and follow-up actions.

Additional features

Customer Segmentation

Divides contacts into groups for targeted marketing campaigns.

Customer Value Analysis

Evaluates each customer’s value to prioritize efforts.

Support Ticketing & Complaint Management

Organizes customer issues for quick resolution.

Multi-Channel Communication

Combines email, social media, and web forms for integrated outreach.

Account and Contact Management

Centralizes all customer and prospect data.

Sales Forecasting

Uses historical data to predict future sales performance.

Data Import & Export

Imports contacts, companies, and activities easily into the system.

Helpdesk Support & Backups

Includes support, data storage, and maintenance as part of the package.

Multi-language Support

Available in English, Dutch, and German for diverse teams.

Unlimited Data Storage

No restrictions on data volume, accommodating business growth.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Unlimited Start
EUR 12.5/mo
billed monthly
Billed Annually
EUR 15/mo
billed monthly
Billed Annually
EUR 30/mo
billed monthly

Countries & Languages

Global
Countries served
5
Interface languages
9
Billing currencies

Interface languages

DutchEnglishGermanFrenchSpanish

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇦🇺AUD🇨🇦CAD🇨🇭CHF🇨🇳CNY🇸🇪SEK

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