--- title: "ProjexCRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about ProjexCRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/10013484/ProjexCRM/" page_type: "product" language: "en" --- # ProjexCRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 4, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) ProjexCRM ## What is ProjexCRM? ProjexCRM is a Customer Relationship Management (CRM) Software as a Service (SaaS) product. Our objective is to provide a CRM fit for small to large-scale businesses, providing a full-access CRM platform at a competitive price. ProjexCRM enables lead tracking, client management, expense tracking, invoice and payment gateway, and project management, all accessed from the Client or Staff portal for effective communication. Other features of ProjexCRM include Knowledge Base (Tailored FaQs for your Clients), Support and Email Integration. Ultimately, our software helps businesses track leads and conversions and optimise ROI. ## What is ProjexCRM used for? [Lead Management](https://www.capterra.com/lead-management-software/)[Contact Management](https://www.capterra.com/contact-management-software/)[Marketing Automation](https://www.capterra.com/marketing-automation-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $49 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for ProjexCRM?[Manage this product listing](https://www.g2.com/products/projexcrm/claim_requests/new?auto=true) ## ProjexCRM Overview Updated September 2026 AI summary ProjexCRM provides cloud-based CRM, contact management, lead management, and marketing automation for businesses of all sizes. It includes features such as sales pipeline management, reporting, email integration, workflow tools, and customizable fields. With Zapier integration and real-time data access, ProjexCRM supports teams seeking efficient sales and marketing coordination through a web-based platform. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### ProjexCRM 0.0 VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $49 Per User, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.5 (6,068) Value For Money 0.0 (0) Value For Money 4.3 (4,685) Customer Service 0.0 (0) Customer Service 4.4 (4,478) ## ProjexCRM alternatives [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) [4.3 (2,953)](https://www.capterra.com/p/31898/Constant-Contact/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/31898/Constant-Contact/) [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) [4.6 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/178819/EngageBay-Marketing/) [Freshsales](https://www.capterra.com/p/155563/Freshsales/) [4.5 (623)](https://www.capterra.com/p/155563/Freshsales/reviews/) Starting price $11.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/155563/Freshsales/) ## FAQs about ProjexCRM Overview ### What company size and specific industries is ProjexCRM built for? ProjexCRM is designed for businesses in accountancy, agencies, and other service industries that need a centralised system for lead and client management. The vendor description does not specify a particular company size, so it appears suited to service-based businesses of various sizes. Features and Usability ### What are the key features of ProjexCRM? ProjexCRM offers CRM, contact management, lead management, and opportunity management for sales workflows. It also includes pipeline management, sales forecasting, reporting and analytics, calendar sync, email tracking, marketing automation, web forms, role-based permissions, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? ProjexCRM starts at $49 per user per month for the Solo plan, which supports up to 2 users. A free trial is available. Other plans are Standard at $149, Professional at $249, Enterprise at $349, and Ultimate at $449 per user monthly, with user caps from 5 to 20. Integrations ### Which third-party tools and platforms does ProjexCRM integrate with? ProjexCRM integrates with Zapier, connecting the CRM to thousands of third-party apps and platforms through automated workflows and data transfers. Getting Started and Support ### What training and onboarding options does ProjexCRM offer? ProjexCRM provides in person training and live online sessions to help teams get started. In person training offers direct, face-to-face instruction, while live online sessions support guided setup and remote learning. These are the confirmed training formats listed for the product. Getting Started and Support ### What customer support options does ProjexCRM offer? ProjexCRM provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. No reviewer feedback is available about support experience, so customer sentiment on response speed, helpfulness, or common issues cannot be summarized from the catalog data. ## Features AI summary Based on 14,838 CRM reviews Capterra reviewers highlight these as the features CRM buyers care about most: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) ProjexCRM supports **Real-Time Data**, which gives teams current customer information for faster updates and better decision-making. However, it does not include **Data Security** or **Customer Database**. Instead, it offers **Contact Database** (**47%**), **Search/Filter** (**45%**), and **Contact Management** (**44%**), which still help teams organize records, find information quickly, and manage customer interactions more efficiently, helping businesses stay responsive and keep daily sales work on track. A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Batch Processing Software's ability to perform similar action on multiple similar files simultaneously ProjexCRM 71 features ### All Features - A/B Testing: Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Conversion Tracking: Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Customizable CTAs: Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - For Sales Teams/Organizations: Caters to sales teams - Forecasting: Form predictions based on past and present data/trends - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Marketing Calendar: See past and upcoming campaigns and communications in a calendar view - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - ROI Tracking: Monitor conversion rates and analyze effectiveness and profitability of marketing efforts - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Analytics: Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.) - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Shared Contacts: Share contacts with other applications like Gmail and CRM - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial [View pricing plan details](https://www.capterra.com/p/10013484/ProjexCRM/pricing/) Solo $49.00 Per User,Per Month It includes: - All Features - UK Based Team - Data UK Stored - Support Team - 3TB of Storage - GDPR Ability Standard $149.00 Per User,Per Month It includes: - All Features - UK Based Team - GDPR Ability - Data UK Stored - Support Team - 3TB of Storage Professional $249.00 Per User,Per Month It includes: - All Features - UK Based Team - GDPR Ability - Data UK Stored - Support Team - 3TB of Storage Enterprise $349.00 Per User,Per Month It includes: - All Features - UK Based Team - 3TB of Storage - Data UK Stored - Support Team - GDPR Ability Ultimate $449.00 Per User,Per Month It includes: - All Features - UK Based Team - 3TB of Storage - Data UK Stored - Support Team - GDPR Ability Additioal Users $12.50 Per User,Per Month ## Integrations [ Zapier](https://www.capterra.com/p/130182/Zapier/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.