|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|
|Simple Marketing||A simple email marketing package for Premium Edition only with emails limited to 5,000 per month||$24/month|
|Email Marketing||Send emails and newsletters from within the CRM||Up to 5k emails/month|
|DribbleMail™||Dribble your emails out over hours, days or weeks|
|Advanced Marketing||Full Marketing module features with Campaign Management, Drip Marketing and Web Transactions included. If you have 5 users, you can have either Advanced Marketing or the Service & Support module for free. If you have 10 users you can have both free.||$50/month||$50/month|
|Email Marketing||Send emails and newsletters from within the CRM||Up to 50k emails/month||Up to 50k emails/month|
|DribbleMail™||Dribble your emails out over hours, days or weeks||Campaign Management||Track leads, sales and ROI across all your marketing campaigns
|Drip Marketing||Send emails to individual Contacts at pre-defined intervals|
|Web Transactions||Capture data from forms on your web site using our easy-to-use widget|
|SERVICE & SUPPORT MODULE (CS&S)||Description||Free
|Case Management||Create and monitor cases (tickets) and link Activities and Tasks to them
With Enterprise Edition if you have 5 users, you can have either Marketing or the Service & Support module 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||included with Advanced Marketing||included with Advanced Marketing or CS&S|
|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||Enhance your Listing reports with additional key metrics, summarise and subtotal, and show Sales Forecasts with custom values and period phasing 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 is enough storage for about 4,000 Word documents. 1GB is enough storage for about 40,000 Word documents.||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 it now||Try it now||Try it now|
All prices in US Dollars per month.
Free Edition is free CRM forever. No credit card necessary for sign up.