Short answer: choose Perfex CRM if sales, estimates, invoicing and customer support are central to your business. Choose Rise CRM if you run projects with a team and also need HR features such as attendance and leave. Both are self-hosted, one-time-license CRMs.
Perfex CRM and Rise CRM are the two most popular self-hosted CRMs on CodeCanyon. Both run on PHP, are installed on your own server and avoid per-user monthly fees — but they are designed around different kinds of businesses.
Side-by-Side Comparison
| Area | Perfex CRM | Rise CRM |
|---|---|---|
| Best for | Sales, billing and support-driven businesses | Agencies and project-based teams |
| Leads & pipeline | Strong, with Kanban and lead forms | Good |
| Estimates & proposals | Strong, with online acceptance | Estimates available |
| Invoicing | Strong, recurring invoices and payment gateways | Good |
| Projects & tasks | Good | Strong, team-centred |
| HR (attendance, leave) | Through modules | Built in |
| Support tickets | Built in, with knowledge base | Built in |
| Customization | Large module ecosystem | Plugins available |
| Pricing model | One-time license + your server | One-time license + your server |
When Perfex CRM Is the Better Choice
- •You send many estimates and proposals and want online acceptance
- •Invoicing, payments and recurring billing are central
- •You need a support desk and knowledge base for customers
- •You expect to add custom modules and integrations over time
When Rise CRM Is the Better Choice
- •Your work is organised around projects and internal team collaboration
- •You want attendance, leave and team messaging in the same tool
- •You are an agency, IT company or service team managing many deliverables
Cost
Both are one-time CodeCanyon licenses with no per-user fees. Running cost is mainly the server. Setup and customization cost depends on how much you need configured rather than which CRM you choose.
Frequently Asked Questions
Can I migrate from Rise CRM to Perfex CRM later?
Yes. Customers, contacts and much of the history can be exported and imported, though projects and custom data may need a migration script.
Are both CRMs self-hosted?
Yes. Both are installed on your own server or hosting, so you own the data.
⚖️ Still deciding? WhatsApp us — we will demo both Perfex and Rise CRM with your own workflow.
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