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Schedule DemoDetailed Comparison
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Apps |
Starter $0 per user |
Lite $8 per user |
Premium $12 per user |
Ultimate $20 per user |
Enterprise Contact Us |
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| CRM |
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Leads |
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Customer |
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Contacts |
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Opportunities |
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Competitors |
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Apps |
Starter $0 per user |
Lite $8 per user |
Premium $12 per user |
Ultimate $20 per user |
Enterprise Contact Us |
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| CRM |
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Leads |
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Customers |
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Contacts |
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Opportunities |
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Competitors |
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Contracts |
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Work Orders |
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Cases |
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Sales Planning |
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Territory Management |
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Contact Center |
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| PROJECT MANAGEMENT
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Projects |
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Timesheets |
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| FINANCIALS
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Estimates |
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Invoices |
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Expense Report |
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Supplier Invoices |
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Customer Payments |
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Supplier Payments |
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Credit Notes |
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Sales Receipts |
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Xinnect |
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Ledger |
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Fixed Asset |
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Cash Mangement |
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Fund Raising |
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Properties |
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Kit Orders |
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License Tracker |
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Insurance Tracker |
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| SUPPLY CHAIN
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Suppliers |
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Distributors |
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Purchase Orders |
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Inventory Management |
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Shipping |
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Receivings |
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Move Transactions |
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Orders |
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ASN |
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Sales Returns |
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| HRMS |
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Employees |
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Teams |
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Department |
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Recruitments |
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Candidates |
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Holidays |
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| MARKETING |
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Targets |
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Campaign |
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Loyalty Management |
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Direct Campaigns |
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Promotions |
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Testimonials |
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Pricing |
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| PRODUCT MANAGEMENT
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Items |
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Requirement |
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Ideas |
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Patents |
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| TECHNOLOGY |
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App Builder |
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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 |
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| Lead List Management | Yes | Yes | Yes | Yes | Yes |
| Contact Management | Yes | Yes | Yes | Yes | Yes |
| Tasks, Appointments and Notes | Yes | Yes | Yes | Yes | Yes |
| Filters | Yes | Yes | Yes | Yes | Yes |
| Product Catalog | No | Yes | Yes | Yes | Yes |
| Deal/Opportunity Management | No | Yes | Yes | Yes | Yes |
| Notifications | No | Yes | Yes | Yes | Yes |
| Clone Records | No | Yes | Yes | Yes | Yes |
| Adding and Sharing Files | No | Yes | Yes | Yes | Yes |
| Multiple Sales Pipeline | No | Yes | Yes | Yes | Yes |
| Webform to Lead | No | Yes | Yes | Yes | Yes |
| Custom Fields Mapping | No | Yes | Yes | Yes | Yes |
| Webhooks | No | Yes | Yes | Yes | Yes |
| Relationships | No | No | Yes | Yes | Yes |
| Items ECommerce | No | No | Yes | Yes | Yes |
| Email Sequence | No | No | No | Yes | Yes |
| Notification Builder | No | No | No | Yes | Yes |
| SMS Feature | No | No | No | Yes | Yes |
| CPQ - Bills of Material | No | No | No | Yes | Yes |
| Custom Applications | No | No | No | Yes | Yes |
| Contact Sharing | No | 5x User Count | 5x User Count | 5x User Count | Unlimited |
| Sales Stage Automation | No | 15 | 30 | 50 | 100 |
| Custom Fields Per App | No | 100 | 250 | 350 | 500 |
| Workflows (No. of Triggers Per Account) | No | 25 | 75 | 150 | 300 |
| Custom Views | No | 25 | 100 | 200 | 400 |
| Summary Dashboard | No | 25 | 100 | 200 | 400 |
| MARKETING |
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| Included Mass Emails (Emails/User/Month) | No | No | 1000 | 3000 | 5000 |
| 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 |
| Referral Tracking | No | Yes | Yes | Yes | Yes |
| Campaigns Management | No | No | Yes | Yes | Yes |
| Marketing Automation | No | No | Yes | Yes | Yes |
| Email Scheduling | No | No | Yes | Yes | Yes |
| DATA MANAGEMENT |
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| File Storage | 500MB/Account | 1GB/User | 3GB/User | 10GB/User | 15GB/User |
| Data Backup | Yes | Yes | Yes | Yes | Yes |
| Data Export | Yes | Yes | Yes | Yes | Yes |
| Data Import | No | Yes | Yes | Yes | Yes |
| Migration From Other CRMs | No | Yes | Yes | Yes | Yes |
| Multiple Firm Access | No | Yes | Yes | Yes | Yes |
| Custom Branding | No | No | No | Yes | Yes |
| SECURITY |
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| 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 |
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| Standard Reports | Yes | Yes | Yes | Yes | Yes |
| Standard Dashboards | No | Yes | Yes | Yes | Yes |
| Performance Dashboard | No | Yes | Yes | Yes | Yes |
| Win/Loss/Lead Analysis | No | Yes | Yes | Yes | Yes |
| Kanban View | No | Yes | Yes | Yes | Yes |
| Custom Reports | No | 5 | 25 | 50 | 100 |
| Custom Charts/Dashboards | No | 8 | 25 | 50 | 100 |
| Schedule Reports | No | No | 10 | 30 | 50 |
| INTEGRATIONS |
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No | 3,000 Calls/User/Day | 5,000 Calls/User/Day | 20,000 Calls/User/Day | 30,000 Calls/User/Day |
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No | Yes | Yes | Yes | Yes |
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No | Yes | Yes | Yes | Yes |
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No | Yes | Yes | Yes | Yes |
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No | Yes | Yes | Yes | Yes |
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No | Yes | Yes | Yes | Yes |
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No | Yes | Yes | Yes | Yes |
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No | Yes | Yes | Yes | Yes |
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No | Yes | Yes | Yes | Yes |
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No | Yes | Yes | Yes | Yes |
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No | Yes | Yes | Yes | Yes |
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No | Yes | Yes | Yes | Yes |
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No | Yes | Yes | Yes | Yes |
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No | Yes | Yes | Yes | Yes |
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No | No | Yes | Yes | Yes |
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No | No | Yes | Yes | Yes |
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No | No | Yes | Yes | Yes |
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No | No | Yes | Yes | Yes |
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No | No | Yes | Yes | Yes |
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No | No | Yes | Yes | Yes |
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No | No | Yes | Yes | Yes |
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No | No | Yes | Yes | Yes |
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No | No | Yes | Yes | Yes |
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No | No | Yes | Yes | Yes |
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No | No | No | Yes | Yes |
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No | No | No | Yes | Yes |
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No | No | No | No | Yes |
| STANDALONE APPS |
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| 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 |
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| Email Support (hours/days) | Yes | 24/7 | 24/7 | 24/7 | SLA |
| Knowledge Base | Yes | Yes | Yes | Yes | Yes |
| How-To Videos | Yes | Yes | Yes | Yes | Yes |
| Webinars | Yes | Yes | Yes | Yes | Yes |
| 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 |
| PROFESSIONAL SERVICES |
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| 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 |