Pricing and Options

No annual contract, no credit card needed for trial or free CRM

per month
Free CRM forever for Two Users and 100 Accounts
Everything you need to manage your customers, prospects and sales
2 Users
100 Accounts (companies you deal with)
Unlimited Contacts, Tasks, Activities & Opportunities
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from per month
Two Free Users and 200 Accounts Pay As You Go
Add more Accounts, more Users and other features as you need them
Up to 10 Users
Third and subsequent Users $15 per month
Pay as you go monthly pricing
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from per user/month
Unlimited Accounts and Advanced Features
Get Email Marketing or Service & Support module FREE with 5 or more Users
Tiered pricing for 40+ Users
Unlimited Accounts, Contacts, Tasks, Activities & Opportunities
Additional Features included
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SALES Description Free Premium Enterprise
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 the Service & Support module for free. If you have 10 users you can have both free.
Emailing Marketing Send newsletters and other email campaigns from within the CRM.
Up to 50k emails per month. Additional emails at $50 per 50k.

Up to 50k emails/month

Up to 50k emails/month
DribbleMail™ Dribble your emails out over hours, days or weeks
Drip Marketing Send emails to individual Contacts at pre-defined intervals
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 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
CUSTOMISATION Description Free Premium Enterprise
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
INTEGRATION Description Free Premium Enterprise
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
5,000 calls/day

50,000 calls/day
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 Marketing included with Marketing or CS&S
REPORTING Description Free Premium Enterprise
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
SECURITY Description Free Premium Enterprise
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 Description Free Premium Enterprise
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
from $8/100Mb/month
1Gb included, then $50/Gb/month
PAYMENT TERMS Description Free Premium Enterprise
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
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All prices in US Dollars per month.
Free Edition is free CRM forever. No credit card necessary for sign up.