Desk openCRM & Business SystemsPerfex or HubSpot set up around how you sell and deliver, your data moved in, your people trained, linked to your accounts.
Perfex or HubSpot
A CRM set up around how you sell and deliver.
Tick what the system has to run. The right-hand side says which system fits, what it does out of the box, what we add, and what it costs. We run our own business on one of them.
What should the system run?
Perfex CRMthe fit for quotes, invoices and tickets: one system, self-hosted on our platform, no per-seat licence
Does out of the boxQuotes, invoices, tickets, contracts, a customer portal
We addYour quote template, your ticket SLAs, the Sage link and the modules we have already built
4 weekssetup, your data in, two half-days of training
Perfex setup from £2,900, then from £120 a month hosted and supported, with no licence per user.
What a setup includes
Six things, so the system is used after month one.
Set up around your processYour quote template, your stages, your SLAs; not the vendor defaults
Your data moved inCustomers, open quotes, history, from the spreadsheet or the old system, checked by hand
Trained in your officeTwo half-days with the people who will use it, on your data
Linked to Sage or XeroInvoices raised once; the accounts package picks them up
Perfex: no per-seat licenceSelf-hosted on our platform; add users without adding cost
Changes are ticketsA new field or report is a ticket to the desk, not a project
The system we run on
Perfex, built on by us, used by every client.
Our own PerfexTickets, quotes, invoices, the client portal: this page is fed by it
The system we run our business on
Every IT-360 client logs into a Perfex portal we built and still extend. The modules we sell were built for us first; the live figures on this website come out of it.
from £2,900 setupPerfex hosted and supported from £120 a month; HubSpot setup from £1,900 plus HubSpot’s own licence
Goes with
The pages most people read next.
Running the business on a spreadsheet?
Tick what it has to do above; setup is four weeks.
Helpdesk 0113 216 6777, Monday to Friday 08:00 to 18:00.
