Simple Straightforward Pricing
Implementing a CRM can be difficult. We are here to help. To insure your success we offer a setup service.
Free Trial$0 30 day trial | CRM-Xpress$15 user per month | Professional$50 user per month | |
|---|---|---|---|
| Sign Up Now | Sign Up Now | Sign Up Now | |
| # 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
| Sign Up Now | Sign Up Now | Sign Up Now | |
| 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 | Limited | Limited | ✔ |
| 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 | ✔ | Limited | ✔ |
| Automated Workflow | ✔ | Limited | ✔ |
| Opportunity Workflow Automation | ✔ | Limited | ✔ |
| Quote Workflow Automation | ✔ | Limited | ✔ |
| Case Workflow Automation | ✔ | Limited | ✔ |
| Quick Actions | ✔ | Limited | ✔ |
| 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 | ✔ | Limited | ✔ |
| 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 | Limited & 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 |