• Plans, limits, and trials

    28/07/2026 19:53:21
    Perfexly has three public monthly plans: Starter, Professional, and Business.StarterGBP 19 per month.7-day trial.3 staff users.500 clients/contacts.1GB storage.Core CRM tools for le...
  • The Starter trial lets a smaller team try the hosted CRM before the first paid billing period begins.What to test during the trialCreate a few customers and contacts.Add leads and follow-up notes.Create sampl...
  • Perfexly uses invoices and online payment options for subscription billing and other billable services.Available payment methodsStripe Checkout for card payments where available.PayPal Smart Checkout for PayPal-suppor...
  • Some usage can be expanded beyond the base plan limits, but it is worth checking whether a larger plan is better value first.Current public add-onsExtra staff: GBP 5/user/month on Starter and Professional.Extra staff:...
  • Cancelling a plan

    28/07/2026 19:53:21
    You can request cancellation when your business no longer needs the service.Before cancellingExport records you need to keep.Download important files, invoices, proposals, contracts, support history, and reports....