Simple Straightforward Pricing

No Annual Contracts
No Hidden Fees
No Hassle
Just CRM and good advice
Your success is our #1 priority. We are here to understand and apply your unique processes. Setup Guide.
 

Free Trial

$0
30 day trial

CRM-Xpress

$15
user per month

Professional

$50
user per month
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# of Contacts 1,000/customer 2,500 to 5,000/logon
based upon # of users		 5,000 to 10,000/logon
based upon # of users
CRM & Lead Management ✔ ✔ ✔
Pipeline Management ✔ Requires 1 Pro Logon ✔
Email Marketing Requires 1 Pro Logon 2,000 emails/month/logon
Landing Pages ✔ Requires 1 Pro Logon ✔
Integrated Calendar ✔ ✔
Smart Queue Call Management ✔ ✔
iPhone & Android Mobile APPs ✔ ✔ ✔
White Label ✔ ✔ ✔

Additional Details

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Opportunity Management ✔ ✔ ✔
Contact Management ✔ ✔ ✔
Additional Contacts 50,000/$100/month 50,000/$100/month
Import Contacts ✔ Requires 1 Pro Logon ✔
Quote Management ✔ ✔ ✔
Custom Quote Templates ✔ Requires 1 Pro Logon ✔
Help Desk - Case Management ✔ ✔ ✔
Append Data ✔ Requires 1 Pro Logon ✔
Export Data ✔ Requires 1 Pro Logon ✔
Marketing Automation Basic Basic ✔
Individual Emails ✔ ✔ ✔
Drip Marketing / Lead Nuturing ✔ ✔
Email Templates ✔ ✔ ✔
Custom Email Servers ✔
Role Based Security ✔ ✔ ✔
Automated Lead Assignments ✔ Requires 1 Pro Logon ✔
Territory & Lead Assignments ✔ Requires 1 Pro Logon ✔
Landing Page Templates ✔ Requires 1 Pro Logon ✔
Private Dashboards & Charts ✔ ✔
Public Dashboards & Charts ✔ ✔
Standard Reports ✔ Requires 1 Pro Logon ✔
Custom Reports ✔ Requires 1 Pro Logon ✔
Report Subscriptions ✔ Requires 1 Pro Logon ✔
Calendar Reminders ✔ ✔
Outlook Integration ✔ ✔
Google Calendar Integration ✔ ✔
Gmail Plug-in ✔ ✔
Office 365 Plug-in ✔ ✔
File Storage 1 GB per company .2 GB per user 1 GB per user
Additional Storage 1 GB/$5/month 1 GB/$5/month
Files Attached to Records ✔ ✔ ✔
Files Attached to Quotes ✔ ✔ ✔
Library File Storage ✔ ✔
Custom Labels ✔ Requires 1 Pro Logon ✔
Custom Fields ✔ Requires 1 Pro Logon ✔
Custom Forms ✔ Requires 1 Pro Logon ✔
In-line Forms ✔ Requires 1 Pro Logon ✔
Smart Forms ✔ ✔
Web Forms✔ Requires 1 Pro Logon ✔
Custom Views ✔ Requires 1 Pro Logon ✔
Automations ✔ Basic ✔
Automated Workflow ✔ Basic ✔
Opportunity Workflow Automation ✔ Basic ✔
Quote Workflow Automation ✔ Basic ✔
Case Workflow Automation ✔ Basic ✔
Quick Actions ✔ Basic ✔
Secure Password Requirements ✔ ✔
Access Limited by IP ✔
Private Label Logon Page ✔ ✔
Website Integration ✔ Requires 1 Pro Logon ✔
Email Parsing of Leads Through Zapier ✔ ✔
HTTP Post for Leads ✔ ✔ ✔
Web Form Integration for Leads ✔ Requires 1 Pro Logon ✔
Forecasting ✔ Basic ✔
Commission Tracking ✔ Requires 1 Pro Logon ✔
Quota Management ✔ Requires 1 Pro Logon ✔
Product Catalog ✔ Requires 1 Pro Logon ✔
Case Owner ✔ ✔ ✔
Case Assignee ✔ ✔ ✔
Multiple Currencies ✔ ✔
Product Discounting ✔ ✔ ✔
Xtreme-Reports Business Intelligence Optional up to 20,000 rows Optional up to 20,000 rows Optional up to 20,000 rows
Xtreme-Reports Additional Data 100,000 rows/$100/month 100,000 rows/$100/month 100,000 rows/$100/month
Click-to-Call Optional Optional Optional
Cloud Call Center Optional Optional Optional
Website Visitor ID Optional Optional Optional
SMS Text Messaging Optional Optional
PieSync Integration Optional Optional - Requires 1 Pro Logon Optional
Zapier Integration Optional Optional - Requires 1 Pro Logon Optional
API - REST & SOAP
Requires API User ID @ $50/mo		 1,000 Calls per day
Additional API Calls $1/1,000 Calls per day
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