No, any customer can request services. Although, if you are interested in signing up for the yearly plan, don’t miss to check our current promotions!.
Try our forever FREE CRM Software
Starter Plan for small businesses to manage contacts
Get StartedNot sure which plan is right for you? We will assist you in choosing an optimal plan.
Schedule DemoDetailed Comparison
|
Apps |
Starter $0 per user |
Lite $8 per user |
Premium $12 per user |
Ultimate $20 per user |
Enterprise Contact Us |
|---|---|---|---|---|---|
| CRM |
|
|
|
|
|
|
Leads |
 |
|
|
|
|
|
Customer |
|
|
|
|
|
|
Contacts |
|
|
|
|
|
|
Opportunities |
|
|
|
|
|
|
Contracts |
|
|
|
|
Apps |
Starter $0 per user |
Lite $8 per user |
Premium $12 per user |
Ultimate $20 per user |
Enterprise Contact Us |
|---|---|---|---|---|---|
| CRM |
|
|
|
|
|
|
Leads |
|
|
|
|
|
|
Customers |
|
|
|
|
|
|
Contacts |
|
|
|
|
|
|
Opportunities |
|
|
|
|
|
|
Contracts |
|
|
|
||
|
Sales Planning |
|
|
|||
|
Territory Management |
|
|
|||
|
Work Orders |
|
|
|
||
|
Cases |
|
|
|
||
|
Competitors |
|
|
|
|
|
|
Contact Center |
|
|
|||
| PROJECT MANAGEMENT
|
|
|
|
|
|
|
Projects |
|
|
|
||
|
Timesheets |
|
|
|
||
| FINANCIALS
|
|
|
|
|
|
|
Estimates |
|
|
|
|
|
|
Invoices |
|
|
|
||
|
Expense Report |
|
|
|
||
|
Supplier Invoices |
|
|
|
||
|
Customer Payments |
|
|
|
||
|
Supplier Payments |
|
|
|
||
|
Credit Notes |
|
|
|
||
|
Sales Receipts |
|
|
|
||
|
Properties |
|
|
|||
|
Kit Orders |
|
|
|||
|
License Tracker |
|
|
|||
|
Insurance Tracker |
|
|
|||
|
Xinnect |
|
|
|
||
|
Ledger |
|
|
|
||
|
Fixed Asset |
|
|
|
||
|
Cash Mangement |
|
|
|
||
|
Fund Raising |
|
|
|
||
| SUPPLY CHAIN
|
|
|
|
|
|
|
Suppliers |
|
|
|
|
|
|
Distributors |
|
|
|
|
|
|
Purchase Orders |
|
|
|
||
|
Inventory Management |
|
|
|
||
|
Shipping |
|
|
|
||
|
Receivings |
|
|
|
||
|
Move Transactions |
|
|
|
||
|
Sales Returns |
|
|
|||
|
Orders |
|
|
|
||
|
ASN |
|
|
|
||
| HRMS |
|
|
|
|
|
|
Employees |
|
|
|
|
|
|
Teams |
|
|
|
|
|
|
Department |
|
|
|
|
|
|
Recuritments |
|
|
|
|
|
|
Candidates |
|
|
|
|
|
|
Holidays |
|
|
|
|
|
| MARKETING |
|
|
|
|
|
|
Targets |
|
|
|
||
|
Campaign |
|
|
|
||
|
Pricing |
|
|
|||
|
Loyalty Management |
|
|
|
||
|
Direct Campaigns |
|
|
|
||
|
Promotions |
|
|
|
||
|
Testimonials |
|
|
|
||
| PRODUCT MANAGEMENT
|
|
|
|
|
|
|
Items |
|
|
|
|
|
|
Requirement |
|
|
|
|
|
|
Ideas |
|
|
|
|
|
|
Patents |
|
|
|
|
|
| TECHNOLOGY |
|
|
|
|
|
|
App Builder |
|
|
|
Features |
Starter $0 per user |
Lite $8 per user |
Premium $12 per user |
Ultimate $20 per user |
Enterprise Contact Us |
|---|---|---|---|---|---|
| # of Users | 1 User | Pay Per User | Pay Per User | Pay Per User | Contact Us |
| Monthly Pricing (Billed Monthly) | $0 | $10 | $15 | $25 | Custom Price |
| Monthly Pricing (Billed Annually) | $0 | $8 | $12 | $20 | Custom Price |
| Platform | Cloud | Cloud | Cloud | Cloud | Cloud |
| # of Apps | 8 | 18 | 46 | 57 | 65 |
| Features |
Starter $0 per user |
Lite $8 per user |
Premium $12 per user |
Ultimate $20 per user |
Enterprise Contact Us |
|---|---|---|---|---|---|
| # of Users | 1 User | Pay Per User | Pay Per User | Pay Per User | Pay Per User |
| Monthly Pricing (Billed Monthly) | $0 | $10 | $15 | $25 | Custom Price |
| Monthly Pricing (Billed Annually) | $0 | $8 | $12 | $20 | Custom Price |
| Platform | Cloud | Cloud | Cloud | Cloud | Cloud |
| # of Apps | 8 | 18 | 46 | 57 | 65 |
| Two-Factor Authentication | No | No | Yes | Yes | Yes |
| SALES AUTOMATION |
|
|
|
|
|
| Lead List Management | Yes | Yes | Yes | Yes | Yes |
| Contact Management | Yes | Yes | Yes | Yes | Yes |
| Contact Sharing | No | 5x User Count | 5x User Count | 5x User Count | Unlimited |
| Product Catalog | No | Yes | Yes | Yes | Yes |
| Deal/Opportunity Management | No | Yes | Yes | Yes | Yes |
| Tasks, Appointments and Notes | Yes | Yes | Yes | Yes | Yes |
| Notifications | No | Yes | Yes | Yes | Yes |
| Clone Records | No | Yes | Yes | Yes | Yes |
| Filters | Yes | Yes | Yes | Yes | Yes |
| Sales Stage Automation | No | 15 | 30 | 50 | 100 |
| Adding and Sharing Files | No | Yes | Yes | Yes | Yes |
| Custom Fields Per App | No | 100 | 250 | 350 | 500 |
| Workflows (No. of Triggers Per Account) | No | 25 | 75 | 150 | 300 |
| Multiple Sales Pipeline | No | Yes | Yes | Yes | Yes |
| Email Sequence | No | No | No | Yes | Yes |
| Webform to Lead | No | Yes | Yes | Yes | Yes |
| Notification Builder | No | No | No | Yes | Yes |
| Custom Fields Mapping | No | Yes | Yes | Yes | Yes |
| SMS Feature | No | No | No | Yes | Yes |
| Custom Views | No | 25 | 100 | 200 | 400 |
| Summary Dashboard | No | 25 | 100 | 200 | 400 |
| Relationships | No | No | Yes | Yes | Yes |
| CPQ - Bills of Material | No | No | No | Yes | Yes |
| Custom Applications | No | No | No | Yes | Yes |
| Webhooks | No | Yes | Yes | Yes | Yes |
| Items ECommerce | No | No | Yes | Yes | Yes |
| MARKETING |
|
|
|
|
|
| Included Mass Emails (Emails/User/Month) | No | No | 1000 | 3000 | 5000 |
| Campaigns Management | No | No | Yes | Yes | Yes |
| Marketing Automation | No | No | Yes | Yes | Yes |
| 2-way Email Sync | No | Yes | Yes | Yes | Yes |
| Email Integration via IMAP | No | Yes | Yes | Yes | Yes |
| Email Templates | No | Yes | Yes | Yes | Yes |
| Email Open and Click Tracking | No | Yes | Yes | Yes | Yes |
| Email Scheduling | No | No | Yes | Yes | Yes |
| Referral Tracking | No | Yes | Yes | Yes | Yes |
| DATA MANAGEMENT |
|
|
|
|
|
| File Storage | 500MB/Account | 1GB/User | 3GB/User | 10GB/User | 15GB/User |
| Data Import | No | Yes | Yes | Yes | Yes |
| Data Backup | Yes | Yes | Yes | Yes | Yes |
| Data Export | Yes | Yes | Yes | Yes | Yes |
| Custom Branding | No | No | No | Yes | Yes |
| Migration From Other CRMs | No | Yes | Yes | Yes | Yes |
| Multiple Firm Access | No | Yes | Yes | Yes | Yes |
| SECURITY |
|
|
|
|
|
| Field-based Security | No | Yes | Yes | Yes | Yes |
| Role-based Security | No | Yes | Yes | Yes | Yes |
| Territory Management | No | No | No | Yes | Yes |
| Data Set Access | No | No | No | Yes | Yes |
| ANALYTICS |
|
|
|
|
|
| Standard Reports | Yes | Yes | Yes | Yes | Yes |
| Schedule Reports | No | No | 10 | 30 | 50 |
| Custom Reports | No | 5 | 25 | 50 | 100 |
| Standard Dashboards | No | Yes | Yes | Yes | Yes |
| Performance Dashboard | No | Yes | Yes | Yes | Yes |
| Win/Loss/Lead Analysis | No | Yes | Yes | Yes | Yes |
| Custom Charts/Dashboards | No | 8 | 25 | 50 | 100 |
| Kanban View | No | Yes | Yes | Yes | Yes |
| INTEGRATIONS |
|
|
|
|
|
|
|
No | 3,000 Calls/User/Day | 5,000 Calls/User/Day | 20,000 Calls/User/Day | 30,000 Calls/User/Day |
|
|
No | No | Yes | Yes | Yes |
|
|
No | No | Yes | Yes | Yes |
|
|
No | No | Yes | Yes | Yes |
|
|
No | No | Yes | Yes | Yes |
|
|
No | Yes | Yes | Yes | Yes |
|
|
No | Yes | Yes | Yes | Yes |
|
|
No | Yes | Yes | Yes | Yes |
|
|
No | Yes | Yes | Yes | Yes |
|
|
No | Yes | Yes | Yes | Yes |
|
|
No | Yes | Yes | Yes | Yes |
|
|
No | Yes | Yes | Yes | Yes |
|
|
No | Yes | Yes | Yes | Yes |
|
|
No | Yes | Yes | Yes | Yes |
|
|
No | No | Yes | Yes | Yes |
|
|
No | No | Yes | Yes | Yes |
|
|
No | No | Yes | Yes | Yes |
|
|
No | No | Yes | Yes | Yes |
|
|
No | Yes | Yes | Yes | Yes |
|
|
No | No | No | Yes | Yes |
|
|
No | Yes | Yes | Yes | Yes |
|
|
No | No | Yes | Yes | Yes |
|
|
No | Yes | Yes | Yes | Yes |
|
|
No | No | Yes | Yes | Yes |
|
|
No | Yes | Yes | Yes | Yes |
|
|
No | No | No | No | Yes |
|
|
No | No | No | Yes | Yes |
| STANDALONE APPS |
|
|
|
|
|
| iOS | No | Yes | Yes | Yes | Yes |
| Android | No | Yes | Yes | Yes | Yes |
| Windows | No | Yes | Yes | Yes | Yes |
| MacOS | No | Yes | Yes | Yes | Yes |
| PREMIUM SUPPORT |
|
|
|
|
|
| Email Support (hours/days) | Yes | 24/7 | 24/7 | 24/7 | SLA |
| Phone Support (hours/days) | No | 24/5 | 24/5 | 24/5 | SLA |
| Live Chat Support (hours/days) | No | 24/7 | 24/7 | 24/7 | SLA |
| Training Support | No | Yes | Yes | Yes | SLA |
| Knowledge Base | Yes | Yes | Yes | Yes | Yes |
| How-To Videos | Yes | Yes | Yes | Yes | Yes |
| Webinars | Yes | Yes | Yes | Yes | Yes |
| PROFESSIONAL SERVICES |
|
|
|
|
|
| Dedicated Account Manager | No | No | No | No | Yes |
| Dedicated Instance | No | No | No | No | Yes |
| Dedicated Customization | No | No | No | No | Yes |
| White Labeling | No | No | No | No | Yes |