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17hats vs Perfex CRM: Complete Comparison (2026)

An in-depth comparison of 17hats and Perfex CRM to help you choose the right tool for your business.

Last updated: November 2026

17hats logo

17hats

4.8/10

17hats is an all-in-one business management app for solopreneurs and small service businesses, combining CRM, projects, to-dos, invoicing, contracts, scheduling and workflows.

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Perfex CRM

6.8/10

Winner

Self-hosted PHP CRM, sold as a one-time CodeCanyon license, that combines leads, projects, invoicing, contracts and support tickets for small businesses and freelancers.

Feature-by-Feature Comparison

Feature
17hats logo
17hats
P
Perfex CRM
Scores
Overall Rating4.8/106.8/10
Customization5/108/10
Analytics5/105/10
Integration4/106/10
Support6/106/10
Ease of Use6/106/10
Security4/105/10
Cost5/1010/10
Scalability3/105/10
Pricing
Free planYesNo
Cheapest paid plan$60/mo
Core
Contact for pricing
Estimated cost for 10 usersFree
Free CRM
Contact for pricing
Features
CollaborationNot listed
Contact ManagementNot listed
Customer Support ManagementNot listed
IntegrationsNot listed
Lead ManagementNot listed
Opportunity ManagementNot listed
Reporting & AnalyticsNot listed
More features
SchedulingNot listed
Client collaborationNot listed
App integrationsNot listed
Task listsNot listed
Timeline viewNot listed
Task managementNot listed
Time trackingNot listed
Workflow automationNot listed
ReportingNot listed

17hats vs Perfex CRM cost by team size

Team size17hatsPerfex CRM
1 userFreeFree CRMContact for pricing
5 usersFreeFree CRMContact for pricing
10 usersFreeFree CRMContact for pricing
25 usersFreeFree CRMContact for pricing
50 usersFreeFree CRMContact for pricing

The plan that fits each team size, billed monthly, before add-ons and usage charges. Each cost opens that tool's pricing calculator for the team size.

Which One Should You Choose?

17hats logo
Why choose 17hats

  • Has a free plan (Perfex CRM does not)

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Why choose Perfex CRM

  • Higher Cost score (10/10 vs 5/10)
  • Higher Customization score (8/10 vs 5/10)
  • Better fit for agencies (8/10 vs 5/10)
  • Better fit for consultancies (8/10 vs 6/10)

Pros & Cons

17hats logo
17hats

Pros

  • Combines CRM, contracts, invoicing, payments, scheduling and to-dos, so a solo business can replace several tools with one.
  • To-do workflows and advanced workflows automate recurring tasks and document or email sends for each client.
  • Unlimited contacts and projects and three users are included, with one predictable flat price.
  • A free CRM plan, a restartable 7-day trial and a 30-day money-back guarantee lower the risk of trying it.
  • Built-in financial reports such as profit and loss and sales tax suit owners who handle their own books.

Cons

  • It has no Kanban boards, Gantt charts or team chat, so it is weak as a team project management tool.
  • Time tracking, scheduling, recurring billing and QuickBooks sync are all paid add-ons.
  • Reviewers cite a limited mobile app, a cluttered interface and limited form customization.
  • Users have reported QuickBooks sync errors that created duplicate payments, and some scheduled emails failing to send.
  • It has no live chat support, and records are inaccessible after cancellation unless exported first.

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Perfex CRM

Pros

  • The one-time $89 license replaces recurring per-user subscription fees.
  • Combines CRM, project management, invoicing, contracts and help desk tickets in one install.
  • Strong marketplace reputation: about 26,000 CodeCanyon sales and a 4.88 rating from roughly 1,500 reviews.
  • Self-hosting gives you full control over your data, and the code can be extended with hooks, custom fields and third-party modules.
  • Actively maintained, with an update released in March 2026.

Cons

  • You manage the server, cron jobs, updates and backups yourself.
  • Reviewers call the reporting basic and static compared with SaaS CRMs.
  • Lacks advanced marketing and sales automation and AI features without add-on modules.
  • Branding options are limited, and there is no first-party mobile app mentioned on the official site.
  • Support is limited to 6 months unless you pay to extend it.

Not sold on either?

Frequently Asked Questions

Perfex CRM scores higher on our CRM criteria: 6.8/10 against 4.8/10 for 17hats. The largest gap is in Cost: 5/10 for 17hats and 10/10 for Perfex CRM.

17hats has a free plan; Perfex CRM does not list one.

Perfex CRM is the better fit for agencies: we rate it 8/10 for them, against 5/10 for 17hats.

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