You purchase ready-made components, install them as is, and adapt the business model to the installed Perfex CRM software.
This option is relatively budget-friendly and is suitable for small companies
With standard processes,or companies that want to automate one or
(for example, in Perfex CRM this is a report designer, document templates, a business process designer, some CRMs have their own development platform or API).
Ready-made solutions with refinement
you purchase ready-made components and ask the vendor to modify the system
To suit the specifics of your business in accordance with the terms of reference.
The main task of the client is to correctly collect the requirements and present them to the developer.
Fully custom development
A long, thorny and expensive way to implement Top perfex crm create module in a company. You collect requirements,
Describe the necessary processes and functionality, the vendor (or custom development company)
Creates a detailed TOR and develops a Perfex CRM system for you.
and you could well get by with finalizing the basic solution.
For all the attractiveness of custom software “just for the company”,
it has a significant disadvantage – in the event of a change in business or requirements in the future,
Vendor solutions
This is an ideal option – you do not overpay anyone and work directly with the one who created the software and is ready to be responsible for it, train, refine, support, etc.
Partner solutions
CRM-system is sold by a system integrator or a certified partner. Relevant,
mainly for foreign Best perfex crm setup and 1C products. Partners can simply act as an intermediary,
or they can modify systems, make complex implementations, develop connectors,
plug-ins, etc. They are good if you have a complex implementation,
remote installation and modification is impossible, and there is no vendor in the city.
According to the principle of deployment
Terminal remote access is possible from any device with an Internet connection. Contrary to popular myth, desktop software has no restrictions on the branch or holding structure of the company. This is the most secure deployment method.
Free software open source
The most interesting form of existence of the Perfex CRM.
You can be a hardcore IT company, fork a well-known project, file your features and take money from others for technical support.
And it will have work up to its neck, the money is not small). You can buy a ready-made fork and pay for technical support using “free software”
You can fork, hire a programmer and make the Perfex 12 Benefits of CRM system for yourself – this is not cheap and difficult, but it can be effective.
Most importantly, always carefully look under which license free software is distributed and for which stack you will have to pay the programmer.
Prefabricated solutions constructors
A software that is gaining popularity and exists in two variations: in the first, you select the modules you need and you can buy the rest at any time.
You use some kind of basic solution, and mail, telephony, analytics, instant messengers, etc.
Server rooms with a web interface– all data is stored in your office cloud (on your servers), and users log in through a familiar web interface.