Core CRM
/ month
CRM Features:
- Maximum 10 users
- Account & Contact Management
- Task & Activity Management
- Lead Management
- Custom Reporting (unlimited)
- Custom Dashboards
- Texting (unlimited)
- Privacy Controls – Security
- Automation/Workflows (unlimited)
- Email Integration
- Mobile Access
- Geo Mapping
- Import & Export Tool
- User Permission Sets
- Duplicate Blocking
- File Attachments (unlimited)
- Unlimited Records
- Unlimited Data Storage
Hints:
For Larger than 10 users, Reaquest a Quote
Required
Sales Add on
/ month
Sales Features:
- Core CRM subscribtion Required
- All Core Package Features
- Sales Pipeline Management
- Opportunity Creation & Tracking
- Quote Generation
- Forecasting
- Contracts & Invoicing
- Product & Services Catalog
- Sales Goal Tracking
- Sales Orders
- Quote Approvals
- Deal Reports
- Customizable Sales Processes
Hints:
For Larger than 10 users, Reaquest a Quote
Marketing Add On
/ month
Marketing Features:
- Core CRM subscribtion Required
- All Core Package Features
- Personalized Email Marketing
- Drip Campaign Management
- Trigger Responses & Reporting
- Custom Email Templates with HTML Editor
- List Management
- Lead Scoring
- Business Card Reader
- Email Scheduling
- Collateral (Document) Management
- Form Builder including Survey Creation
- Customer Journey Tracking
Hints:
For Larger than 10 users, Reaquest a Quote
Customer Service Add On
/ month
Customer Service Features:
- Core CRM subscribtion Required
- All Core Package Features
- Customer Support Ticketing
- (Helpdesk) Case Management
- Automatic Escalations
- Severity Assignments
- Knowledgebase
- Project Management
- Measure Case Metrics
- Phone System Integrations
- Custom Workflows/Processes
- Track by Products & Services
Hints:
For Larger than 10 users, Reaquest a Quote
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