About PerfectView CRM
Overview
PerfectView is a cloud-based CRM developed and supplied by a Dutch software company with more than 30 years of experience. The product began as a relationship management application for the DOS operating system, later moved to Windows, and now runs in the cloud with mobile apps for Android and iOS. Today it serves over 17,000 users.
PerfectView helps organizations engage customers, prospects, and suppliers, close more deals, generate new leads, and raise customer satisfaction. Company and customer data is stored in the European cloud and handled under European privacy rules.
Key Benefits
- European cloud storage keeps company and customer data under European privacy regulations.
- ISO-27001 certification covers the development and delivery of the CRM, with internal and external audits several times a year.
- Helpdesk support is free and unrestricted, English-speaking, and handled directly from the headquarters in the Netherlands.
- A single transparent low price per user avoids rising costs for extra modules or functionality.
- Standard links to financial systems, webshops, and switchboards, plus a free API for custom connections.
- Mobile apps for Android and iOS keep the customer database accessible from any location.
How It Works
New customers start with a free trial and can test, implement, and manage PerfectView themselves without being obliged to buy services. Users import existing customer information, for example from Excel, and activate standard links to systems such as Gmail, Outlook, Exact Online, and Mailchimp directly from the settings. Organizations that need more can build their own links through the free API.
Use Cases
- Sales teams close more deals by making the right decision at the right time.
- Marketers generate new leads by capturing contacts with offers based on personal preference.
- Support teams increase customer happiness by upgrading their customer service.
- Distributed teams share one central, always-available customer database from different locations.
- Growing or merging companies bring structure and overview to all customer and prospect information.
Why Choose This Product
PerfectView sets itself apart with European data storage, ISO-27001 certification, and direct support from the vendor's own team in the Netherlands. The company deliberately avoids a price model with rising costs for functionalities or modules, and it does not oblige customers to use its services. Because the standard integrations and the API are free, organizations can link the CRM to existing systems without additional investment.
PerfectView CRM Pros & Cons
- ISO-27001 certified for information security since January 2017
- Data stored in the European cloud under European privacy rules
- Free, unrestricted English-speaking helpdesk support
- Free standard integrations and free API
- Over 30 years of CRM experience serving 17,000+ users
- Some integrations are still under development
Key Features
Sales management
Helps sales teams close more deals by making the right decision at the right time.
Lead generation
Generates more new leads by capturing contacts with offers based on their personal preference.
Customer service
Increases customer happiness by upgrading customer service workflows.
European data storage
Stores company and customer data in the European cloud under European privacy regulations.
ISO-27001 security
Certified for information security since January 2017, with audits several times a year.
Free helpdesk support
Provides unrestricted, English-speaking support directly from the Netherlands headquarters.
Third-party integrations
Connects to Gmail, Outlook, Exact Online, Mailchimp, and Microsoft Office.
Open API
Builds custom links to other applications through the free PerfectView API.
Mobile apps
Android and iOS apps keep the customer database accessible from anywhere.
Data import
Imports existing customer information, for example from Excel.
PerfectView CRM Pricing
Pricing extracted from the product website and may change. Check the source for current details.
Frequently asked questions about PerfectView CRM
Where is PerfectView data stored?
Company details and privacy-sensitive information is stored in the European cloud, so PerfectView complies with European laws and regulations on privacy and data protection. The company describes this as a major advantage over regions such as the United States, which have different views on privacy.
Is PerfectView ISO certified?
Yes. PerfectView received its ISO-27001 certificate for information security in January 2017, covering the development and delivery of the CRM system. The security measures are tested several times a year during internal and external audits.
What support does PerfectView offer?
The helpdesk support has no restrictions and is English-speaking. The support team works from the company's headquarters in the Netherlands, and when you contact them you reach PerfectView directly rather than a switchboard.
Does PerfectView integrate with other software?
Yes. PerfectView offers standard links with financial systems, webshops, and switchboards that can be activated in the settings, including Gmail, Outlook, Exact Online, and Mailchimp. The standard links and the API are free.
Is there a free trial?
Yes. PerfectView offers a free trial so you can start growing your business before committing to the product.
Can we manage PerfectView ourselves?
Yes. Following the company's IKEA model, you can test, implement, and manage PerfectView yourself without being obliged to make use of their services. Help is available when needed, for example for imports or training.