All prices in US Dollars
Everything you need to manage customers, prospects and sales. Free for two users and 100 companies. Upgradable to Premium Edition
Add more users, more data and more features for a minimal monthly charge
Advanced functionality, unlimited data, access to Customer Service & Support module
The number of people you want to be able to log on to your CRM system
2 users free,
additional users at $15/User/Month
Maximum 5 users
$50 per user per month
Accounts are the companies and organisations that you deal with
100 free, then from $8/month
Up to 100 Accounts
Up to 200 Accounts
Up to 300 Accounts
Up to 500 Accounts
Up to 1000 Accounts
Additional 1000 Accounts
Contacts, Activities, Tasks & Opportunities
Contacts are the people who work in your Accounts (Accounts are the organisations you deal with)
Activities are the record of all your interactions with your Accounts: calls, emails, meetings
Tasks are things that need to be done
Opportunities are deals you have or hope to close, for sales forecasting and analysis
You can attach documents such as quotes, faxes, orders to an Account to keep them all in one place. Any electronic document (Word, Excel etc) can be uploaded
100Mb free then from $8/month
1Gb included, then $50/Gb/month
Two report writers are included: a dedicated Sales Forecast report writer, and a general purpose Listings report writer.
You can link Accounts together to show a relationship, such as part of then same group of companies, or a partner relationship
You can download a backup of all your data and documents, in a comma separated text file, at any time, for free
Capture all the emails to and from your clients and prospects automatically. Works with any email client: Outlook, Lotus, Eudora, Mac Mail, GMail, Hotmail
Role Based Permissions
Set up User Profiles to control what Users can access what data. Restrict access to specific IP addresses.
Listing Report writer: advance views such as Main Contact, Last Activity Forecast Report writer: phase Opportunities by custom dates, use custom values for Opportunity value
Basic uploading can import Accounts and Contacts into the CRM system. Advanced Uploading also imports Task, Activity and Opportunities, plus additional de-duping options including soft name matching and matching on post/zip code.
Advanced customization: customize your screens, grids and home page with our support team.
Campaign Management allows you to track Leads, Opportunities and Sales against each Campaign, to show conversion rates and ROI.
Mass Emailing allows you to send unlimited, personalised emails, track click-throughs and unsubscribes. Emails can be scheduled for delivery, or send out over time using DribbleMail™
$50/month, or included for free if you have 5 or more users
Integrate your other systems with your CRM using the API (Application Program Interface)
WebTransactions is an easy way to capture data from a web page on your site, such as a new enquiry form.
Included for free if you have Marketing or CS&S.
Customer Service & Support
Case Management allows cases/tickets to be created and tracked, with associated Tasks, Activities and Documents
Service Level Agreements (SLAs) show Cases against agreed response times.
Home page shows the status of all Cases against SLAs.
The CS&S module is only available in Enterprise Edition, at a monthly cost of $50, or included for free if you have 10 or more users
Monthly by credit/debit card. No annual contract.
For 5 users and less, monthly by credit/debit card. For more than 5 users, invoiced quarterly in advance.