Choosing a CRM plan should be based on how the business works today and what it needs to handle next. Perfexly has been structured with three public plans so teams can start cleanly and move into more advanced tools as their process becomes more mature.
Starter is designed for smaller businesses that need the core CRM foundation: leads, customers, contacts, tasks, sales documents, payments, projects, support, and daily customer follow-up. It is the right place to begin when the main goal is to get organised without adding unnecessary complexity.
Professional is for teams that need more operational structure. It adds tools such as project templates, project roadmaps, wiki content, reporting, accounting, and cash or bank balance visibility. This suits teams that already repeat similar delivery work and want better reporting and financial oversight.
Business is for larger teams, agencies, and more involved operations. It includes the Professional feature set plus purchase orders, delivery notes, appointments, account planning, and task workflow automations. It is intended for companies that need tighter control across sales, finance, delivery, and customer management.
The main question is not only how many users are needed. It is also how much process the business wants inside the CRM from day one. A simple team can begin with Starter, while teams with delivery, finance, and management workflows will usually benefit from Professional or Business.