Features
Most Popular
Premium
Empowering teams to send, track, and collaborate with ease through CRM software.
On Request
Enterprise
Designed to help teams grow and collaborate efficiently with CRM tools.
On Request
Pricing
| Features | |||
|---|---|---|---|
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Contact and accounts
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Leads and opportunities
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Activity management – (Tasks. Call logs, Notes, Document library, Events and Calendar) |
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Reports & analytics |
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Mobile access – (iPad, iPhone and Android) |
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Mass email |
— |
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Sales forecasting |
— |
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Customers |
— |
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Quotes |
— |
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Sales order |
— |
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Invoices |
— |
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Campaign automation |
— |
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Campaign ROI calculation |
— |
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Web form data capture –
(Leads, Contacts, Cases) |
1 web form/module |
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Autoresponder email
|
— |
— |
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Data management and administration |
— |
— |
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Multiple currencies |
— |
— |
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Advanced workflow |
— |
— |
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Waterfall chart |
— |
— |
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Website visitors tracking |
— |
— |
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Support Ticket Management |
— |
— |
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Automated email to ticket creation |
— |
— |
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Knowledge base with common resolutions |
— |
— |
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Customer profile management |
— |
— |
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Contract management |
— |
— |
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Territory management |
— |
— |
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Reports scheduler |
— |
— |
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Pricing
Professional
Ideal for individuals and small teams with basic eSignature requirements.
$10.00
/User/Mon
Features
- Contact and accounts
- Leads and opportunities
- Activity management
- Reports & analytics
- Mobile access
Most Popular
Business
Designed for growing teams to send, sign, and collaborate efficiently.
Professional Plan Plus:
- Mass email
- Sales forecasting
- Customers
- Quotes
- Sales order
- Invoices
- Campaign automation
- Campaign ROI calculation
- Web form data capture - 1 web form/module
- Autoresponder email
- Data management and administration
- Multiple currencies
- Advanced workflow
On Request
Enterprise
Designed for growing teams to send, sign, and collaborate efficiently.
BUsiness Plan Plus:
- Waterfall chart
- Website visitors tracking
- Support Ticket Management
- Automated email to ticket creation
- Knowledge base with common resolutions
- Customer profile management
- Contract management
- Territory management
- Reports scheduler
On Request
Features
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