For 50 users or more call today on 01730-823-300

Free
Free Forever, No credit card needed

$0

2 Users

100 Accounts

100mb Storage

Unlimited Contacts

Premium
Only pay for what you need

From $8 /month

2 - 5 users

200-2000+ Accounts

100MB - 2GB storage

Unlimited Contacts

Enterprise
The Really Simple Advanced Solution

$50 /user /month

Unlimited Users

Unlimited accounts

From 1GB storage

Unlimited Contacts

Features

Unlimited activities, tasks and opportunities

Accounting Integration (KashFlow or SageOne)

Report writer

Linked accounts

Downloadable backup

All the Free Features Plus...

Marketing system

Advanced uploading

System designer

MailSync

API

Premium Features Plus...

Web Transactions

Support Package

Users
The number of people you want to be able to log on to your CRM system
2
2 users free, additional users at $15/User/Month
Maximum 5 users
$50 per user per month
Accounts
Accounts are the companies and organisations that you deal with
100
100 free, then from $8/month
Unlimited
Up to 100 Accounts
$0
Included
Up to 200 Accounts
$8
Included
Up to 300 Accounts
$12
Included
Up to 500 Accounts
$18
Included
Up to 1000 Accounts
$30
Included
Additional 1000 Accounts
$24
Included
Contacts, Activities, Tasks & Opportunities
Unlimited
Unlimited
Unlimited
Contacts
Contacts are the people who work in your Accounts (Accounts are the organisations you deal with)
Unlimited
Unlimited
Unlimited
Activities
Activities are the record of all your interactions with your Accounts: calls, emails, meetings
Unlimited
Unlimited
Unlimited
Tasks
Tasks are things that need to be done
Unlimited
Unlimited
Unlimited
Opportunities
Opportunities are deals you have or hope to close, for sales forecasting and analysis
Unlimited
Unlimited
Unlimited
Document Storage
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
100Mb free then from $8/month
1Gb included, then $50/Gb/month
Up to 100 Mb
$0
Included
Up to 200 Mb
$8
Included
Up to 300 Mb
$12
Included
Up to 500 Mb
$18
Included
Up to 1000 Mb
$30
Included
Additional 1000 Mb
$24
$50
Report Writer

Two report writers are included: a dedicated Sales Forecast report writer, and a general purpose Listings report writer.
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Linked Accounts

You can link Accounts together to show a relationship, such as part of then same group of companies, or a partner relationship
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Downloadable Backup

You can download a backup of all your data and documents, in a comma separated text file, at any time, for free
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Accounting Integration (Now Free!)

Link your CRM system to either KashFlow's or SageOne's accounting system
(excludes the cost of KashFlow/SageOne itself)
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MailSync

Capture all the emails to and from your clients and prospects automatically. Works with any email client: Outlook, Lotus, Eudora, Mac Mail, GMail, Hotmail
$8/User/Month
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Mobile (Now Free!)

Access your CRM system from your smartphone or tablet
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Role Based Permissions

Set up User Profiles to control what Users can access what data. Restrict access to specific IP addresses.
$8/User/Month
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Advanced Reporting

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
$15/Month
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Advanced Uploading

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.
$15/Month
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System Designer

Advanced customization: customize your screens, grids and home page with our support team.
$15/Month
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Marketing System

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
$50/month, or included for free if you have 5 or more users
API

Integrate your other systems with your CRM using the API (Application Program Interface)
$15/Month
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WebTransactions

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
Payment Terms
Free! Forever!
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.