Free CRM forever for Two Users and 100 Accounts
Everything you need to manage your customers, prospects and sales
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100 Accounts (companies you deal with)
Unlimited Contacts, Tasks, Activities & Opportunities
from per month
Two Free Users and 200 Accounts Pay As You Go
Add more Accounts, Users and other features as you need them
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Up to Five Users
Third and subsequent Users $15 per month
Pay as you go monthly pricing
from per user/month
Unlimited Accounts and Advanced Features
Get Email Marketing or Customer Service & Support FREE with 5 or more Users
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Unlimited Accounts, Contacts, Tasks, Activities & Opportunities
Additional Features included
|Accounts||An Account is a company or organisation that you deal with, including your customers and prospects||100||100 accounts free then
200 accounts $8
300 accounts $12
500 accounts $18
1,000 accounts $30
additional 1,000 $24
all per month
|Contacts||Contacts are the people who work in your Accounts||Unlimited||Unlimited||Unlimited|
|Tasks & Activities||Tasks are things you need to do, Activities are the history of your interactions with the Account||Unlimited||Unlimited||Unlimited|
|Opportunities||Opportunities are the deals you've closed or hope to close||Unlimited||Unlimited||Unlimited|
|Linked Accounts||You can record a relationship between two or more Accounts using Linked Accounts|
|Campaign Management||Track leads, sales and ROI across all your marketing campaigns.
If you have 5 users, you can have either Marketing or Customer Support for free. If you have 10 users you can have both free
|Emailing Marketing||Send newsletters and other email campaigns from within the CRM|
|DribbleMail™||Dribble your emails out over hours, days or weeks|
|Drip Marketing||Send emails to individual Contacts at pre-defined intervals|
|CUSTOMER SERVICE & SUPPORT||Description||Free
|Case Management||Create and monitor cases (tickets) and link Activities and Tasks to them
If you have 5 users, you can have either Marketing or Customer Support for free. If you have 10 users you can have both free.
|Service Level Agreements||Set up different levels of response time for types of customer and types of issue|
|Escalation||Monitor Cases that are outside of the Service Level Agreement|
|Custom Fields on all objects||Add new fields and change existing fields to Accounts, Contacts, Campaigns etc|
|System Designer||Customise the form and grid layouts across the system||$15/month|
|Xero, KashFlow and SageOne Accounting||Integrate the CRM to your accounting system in real time.
Excludes the cost of the accounting system
|Mobile & tablet versions||Works seamlessly on smartphones and tablets|
|Outlook Integration||Sync your Outlook Calendar with Tasks in the CRM.
Works with Outlook365 and hosted Exchange only.
|Google Sync||Sync the Contacts in your CRM with Google Contacts, and then to your smartphone.|
|MailSync™||Automatically add emails to and from your Contacts as Activities in your CRM.
Synchronises with Outlook, Google, Macs and all other email systems.
|API||Integrate your other systems into the CRM using our Application Program Interface||$15/month|
|Advanced Import||Import Activities, Opportunities etc as well as Accounts and Contacts. De-dupe on post/zip codes.||$15/month|
|Web Transactions||Capture data from forms on your web site using our easy-to-use widget|
|Listing Report Writer||Report on any fields within the CRM, and export to csv or pdf. Includes selection and sort criteria.|
|Sales Forecast Report Writer||Custom sales forecasting by User, Account, Product|
|Custom Reports||Both Listing and Sales Forecasting Report writers can be customised|
|Advanced Reporting||Summarisation and Subtotalling in Listing reports. Custom values and period phasing in the Sales Forecasting report.||$15/month|
|Customisable Dashboard||Custom graphs and reports on your home page|
|SSL Encryption||The same security as used by your online banking|
|Downloadable Backup||Backup your data at any time to csv files|
|Role Based Permissions||Allows you to control which Accounts your Users have access to read, write or no access to in your CRM||$8/user/month|
|Object Level Permissions||Specify different access rights for different objects such as Accounts, Activities and Contacts|
|Field Level Permissions||Specify what fields on a page are visible or editable by different categories of User.|
|Document Storage||Attach Word, pdf and other documents to Accounts||100Mb||100Mb free, then
|1Gb included, then $50/Gb/month|
|Payment Terms||Free, forever!||Monthly by credit
or debit card
Cancel at any time
|Monthly by credit or debit card for 5 users or less. Otherwise invoiced quarterly in advance.
Cancel at any time
|Try It Now||Free||Premimum||Enterprise|
|Download plan||Download plan||Download plan|
|TRY NOW||TRY NOW||TRY NOW|
All prices in US Dollars per month .
Free Edition is free CRM forever. No credit card necessary for sign up.