Perfexly has three public monthly plans: Starter, Professional, and Business.
Starter
- GBP 19 per month.
- 7-day trial.
- 3 staff users.
- 500 clients/contacts.
- 1GB storage.
- Core CRM tools for leads, customers, sales documents, projects, tasks, invoices, payments, support, and files.
Professional
- GBP 49 per month.
- 10 staff users.
- 2,500 clients/contacts.
- 5GB storage.
- Includes Starter features plus accounting, cash/bank balance tracking, project templates, roadmap views, team wiki, and enhanced reports.
Business
- GBP 89 per month.
- 25 staff users.
- 10,000 clients/contacts.
- 20GB storage.
- Includes Professional features plus account planning, purchase orders, delivery notes, appointment/callback tools, workflow automations, and custom domain setup eligibility.
Good to know: Starter is the only public plan with a 7-day trial. Professional and Business are intended for teams that already know they need the extra modules.