CRM Features

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FREETry NowSTARTERTry NowPROFESSIONALTry NowENTERPRISETry Now
Users
 
Up to 2
Unlimited
Unlimited
Unlimited
Company Records
 
100
1,000
5,000
Unlimited
Contacts
 
Unlimited
Unlimited
Unlimited
Unlimited
Document Storage
 
100MB
1GB
5GB
Unlimited
SALES AUTOMATION
Contact Management
Lead Management
Opportunity Management
Quotations
Opportunity History
Sales Pipeline
Sales Weightings & Probability
Sales Stages
Product Lines
Tasks, Events & Activity History
Timelines
Assign & Re-assign Tasks
Linked Accounts
One-page View
Email Contacts from CRM
Document Storage
Searches and Filters
Merge Records
Two-way MailSync™
Sales Group Permission Levels
REPORTING
Listing & Forecast Reports
Custom Reports
Advanced Reporting
Scheduled Reports
Run-time Option
CUSTOM CRM
Custom Fields
Custom Tables
Custom Dropdown Lists
Custom Dashboards
Custom Pages
Custom Forms
Custom Menus
CUSTOMER SUPPORT
In-page Help Drawers
Online Customer Portal
Video Tutorials
Live Webinars
Email & Online Chat Support
Telephone Support
Account Manager
Team Training
GENERAL
International Time Zones
Responsive Design for Smartphones
Contact Calling from Smartphone
SSL Encryption
Easy Data Import/Export
Historical Data Imports
SECURITY
User Permission Levels
User Groups
User Profiles
INTEGRATIONS
Google Maps
Accounting Software Integration With Xero, Sage Business Cloud and KashFlow
Outlook Calendar to Tasks Integration
Google Contacts Synchronization
Two-way MailSync™
API Integration
API Call Limits
API Calls per 15 Minutes
 
50
500
500
500
API Calls per Day
 
50
500
1,000
5,000
API Calls per Month
 
1,500
5,000
10,000
50,000
MARKETING MODULES
Simple Marketing features – up to 5,000 emails per month
Email/Newsletter Designer
Optional
Optional
Included*
Design Templates (unlimited)
Optional
Optional
Included*
Spam Scoring
Optional
Optional
Included*
Attach Documents to Emails
Optional
Optional
Included*
Database Segmentation
Optional
Optional
Included*
Scheduling
Optional
Optional
Included*
DribbleMail™
Optional
Optional
Included*
Custom Reports
Optional
Optional
Included*
Mailing & Consent Lists
Optional
Optional
Included*
Email opt-in & opt-out/Unsubscribe
Optional
Optional
Included*
Response Tracking
Optional
Optional
Included*
Additional Advanced Marketing features – up to 50,000 emails per month
Campaign Management
Optional
Optional
Included*
Campaign Stages
Optional
Optional
Included*
Web Transactions/Web-to-Lead
Optional
Optional
Included*
Web Transactions/Consents
Optional
Optional
Included*
Automated Campaigns
Optional
Optional
Included*
Drip Marketing Campaigns
Optional
Optional
Included*
Automated Tasks
Optional
Optional
Included*
Manage ROI
Optional
Optional
Included*
SERVICE DESK MODULE
Case Management
Optional
Included*
Service Level Agreements
Optional
Included*
Case Level Ranking
Optional
Included*
Custom Dashboard
Optional
Included*
Web-to-Case Forms
Optional
Included*
Custom Cases, SLAs, Case Level
Optional
Included*
Custom Reports
Optional
Included*

Simple Marketing gives you up to 5,000 email per month and is available for an additional fee with Starter, Professional and Enterprise plans.

Advanced Marketing gives you up to 50,000 emails per month, all the features in Simple Marketing plus the additional advanced features, and is available for an additional fee with Starter, Professional and Enterprise* plans. Each additional 50,000 emails per month, or part thereof, will be charged at the same rate as Advanced Marketing.

Customer Service Desk module is available for an additional fee with Professional and Enterprise* plans.

* The Advanced Marketing module or Service Desk module is included for free with 5 or more users on Enterprise plan. Or get both modules for free with 10 or more users.