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How we review

PerfectView

CRM · for SMEs and large companies

Online CRM for relationship management, sales, marketing and invoicing, with data in the Netherlands.

  • Dutch support
  • Dutch interface
  • EU data
  • Moneybird
  • e-Boekhouden
  • Made in NL
Price
from €15per month
Try it
14 daysfree trial
Netherlands check
5 of 5
Headquarters
's-HertogenboschNetherlands · part of the Belgian efficy

Checked on on the PerfectView site

Short verdict

Good fit for

SMEs looking for a Dutch CRM with built-in invoices and a Dutch-language helpdesk.

Less suited to

Anyone who wants to pay monthly or be sure of continued development.

Key facts

  • Data in the Netherlands, at Claranet in Eindhoven
  • Annual payment in advance only
  • PerfectView itself calls Tribe CRM its successor

What is PerfectView?

PerfectView is an online CRM from PerfectView CRM BV in ‘s-Hertogenbosch, part of the Belgian efficy since 2021. You use it to manage relationships, sales opportunities, quotes, campaigns and invoices. According to PerfectView, the data is in the Netherlands, at Claranet in Eindhoven, and there are processing terms that you find with the general terms and conditions.

Good: making and sending invoices is in the CRM itself, with reminders. The app is available in Dutch, English and German, and the helpdesk is Dutch-speaking.

Less good: you pay a year in advance and cancel at least three months before the next term. PerfectView itself calls Tribe CRM its successor (“PerfectView 2.0”); the site does not say how long PerfectView will still be developed. Whether you can currently invoice via Peppol is only stated in a blog from 2019.

How much does PerfectView cost?

Starting price

€15 per month

Per user per month for the first 5 users, annual payment in advance only; from the sixth user €30 per user per month. It does not say whether the amounts exclude VAT.

  • No free plan
  • ✓ 14-day free trial
  • The vendor does not say whether this is excl. VAT

According to the PerfectView site on . The current plans are on the vendor's site. Has the price changed? Let us know.

Cancelling and switching

What PerfectView itself says about cancelling, paying annually and taking your data with you. "Unknown" means we could not find it.

Pay and cancel monthly
Unknown
Notice period
Cancel at least 3 months before the invoice date of the next term
Discount for paying annually
Unknown
One-off setup fee
Unknown
Exporting your data
Unknown

Sources on the PerfectView site: 1, 2, 3. Checked on . Something no longer correct? Report an error.

The Netherlands check

Useful if you run a business in the Netherlands. "Unknown" means we could not verify it.

  • Support in Dutch: Yes

    You would rather ask a question in Dutch, to someone who knows how things work in the Netherlands.

  • App in Dutch: Yes

    An app in Dutch is quicker to use and avoids mistakes, also for colleagues who read less English.

  • Data in the EU: Yes

    Data in the EU falls under the GDPR. Outside the EU, especially in the US, other laws can give access to your data.

    More about data in the EU →
  • Data processing agreement: Yes

    If a tool processes personal data of your customers, the GDPR requires you to sign a data processing agreement.

    More about the data processing agreement →
  • Company in the Netherlands: Yes

    A Dutch company falls under Dutch law. For some businesses that matters, for example in a dispute.

Checked on . Something no longer correct? Report an error.

Integrations

According to PerfectView itself, at least 21 integrations (source, seen on ).

According to its own site, PerfectView integrates with, among others:

  • Exact Online
  • Twinfield
  • Moneybird
  • Snelstart
  • e-Boekhouden
  • Mollie
  • Mailchimp
  • Outlook

Alternatives to PerfectView

All 20 alternatives to PerfectView →

User reviews

No reviews yet. Reviews do not count towards our verdict.

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Something not right?

We check everything on the PerfectView site, but prices and terms change. Do you see an error, or are we missing an alternative? You don't need to log in. We check every report ourselves within 5 working days. How we handle corrections.

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Frequently asked questions about PerfectView

How much does PerfectView cost?

Paid plans for PerfectView start at €15 per month. You can try it free for 14 days. Per user per month for the first 5 users, annual payment in advance only; from the sixth user €30 per user per month. It does not say whether the amounts exclude VAT.

Who is PerfectView for?

PerfectView is aimed at SMEs and large companies. Online CRM for relationship management, sales, marketing and invoicing, with data in the Netherlands.

Is PerfectView available in Dutch?

Support is available in Dutch and the app is in Dutch.

Does PerfectView store my data in the EU?

Yes, PerfectView stores your data in the EU. You can sign a data processing agreement.

Which banks and tools does PerfectView integrate with?

PerfectView integrates with Exact Online, Twinfield, Moneybird, Snelstart, e-Boekhouden, Mollie, Mailchimp and Outlook, among others.

Want to stay up to date on PerfectView and the rest of the guide?

New tools, price changes and Netherlands check updates. One email a week, in Dutch, with no sponsored emails.