|
For small teams that want to manage end-to-end sales process in one place |
For teams that want to increase efficiency and performance |
For teams that need to manage complex CRM interactions and integrate with other systems |
Monthly billing per user per month (no contract) |
$29 |
$49 |
$69 |
Annual billing per user per month |
$24 |
$41 |
$57 |
No. of Applications |
1 |
3 |
10 |
No. of Records |
50,000 |
200,000 |
500,000 |
No. of Fields |
400 |
800 |
1500 |
Core CRM Features
|
Store leads
|
|
|
|
Store contacts
|
|
|
|
Opportunities Management
|
|
|
|
Manage Product Catalogue
|
|
|
|
Generate Quotations
|
|
|
|
Generate Invoices
|
|
|
|
Manage Service Tickets
|
|
|
|
Capture Leads via Webforms
|
|
|
|
Multichannel Messaging (Email, SMS, Phone)
|
|
|
|
Multiple Pipelines
|
|
|
|
Bulk Edit
|
|
|
|
Custom Fields
|
|
|
|
Team Collaboration
|
|
|
|
Task Management
|
|
|
|
Dynamic & static lead lists (Smart Filters)
|
|
|
|
Lead Import & Export
|
|
|
|
Lead History
|
|
|
|
Follow-Up Reminders
|
|
|
|
Lead Notes
|
|
|
|
Global Search |
|
|
|
Duplicate Lead Detection on new lead creation |
|
|
|
Data Import via CSV
|
|
|
|
Data Export via Excel
|
|
|
|
Workflow Automations
|
|
|
|
PDF Document Generation
|
|
|
|
Calendar Views
|
|
|
|
Kanban Views
|
|
|
|
Custom Tabular Views
|
|
|
|
InMail
|
|
|
|
Relationship Value Field
|
|
|
|
Location Field
|
|
|
|
Advanced CRM Features
|
Roles & Permissions
|
|
5 roles |
15 roles |
Field Conditions
|
|
|
|
Conditional Forms
|
|
|
|
Advanced Automations
|
|
|
|
Scheduled Automations
|
|
|
|
User & Zone Restricted Access
|
|
|
|
Custom code development ADD ON
|
|
|
|
Dedicated Server ADD ON
|
|
|
|
Email
|
Email Templates
|
|
|
|
Dynamic email template tags
|
|
|
|
File Attachments
|
|
|
|
Email Signatures
|
|
|
|
Email open tracking
|
|
|
|
Rule Based Automated Emails
|
|
|
|
Analysis & Reporting
|
Multiple Dashboards
|
|
|
|
Real-Time sales activity reporting |
|
|
|
Save & share reports |
|
|
|
Team leaderboard |
|
|
|
Status change reporting |
|
|
|
User performance reporting |
|
|
|
Custom Reports
|
|
|
|
Integrations
|
Zapier Integration
|
|
|
|
API access
|
|
|
|
Filter Subscriptions
|
|
|
|
Gmail Integration
|
|
|
|
Outlook 365 Integration
|
|
|
|
Dialer Integration
|
|
|
|
Slack Integration
|
|
|
|
Webhook Integration
|
|
|
|
Business Intelligence (BI) Software Integration
|
|
|
|
Custom Integrations ADD ON
|
|
|
|
Security
|
Multi-factor Authentication (MFA) |
|
|
|
Integration with corporate email ADD ON |
|
|
|
Single Sign On (SSO) |
|
|
|
IP Access restriction
|
|
|
|
Customer Support
|
Custom onboarding & training ADD ON
|
|
|
|
No-code consultation & development ADD ON |
|
|
|
Self-service help center |
|
|
|
Email Support |
|
|
|
Screen share support
|
|
|
|
WhatsApp Support |
|
|
|
Dedicated Customer Success Manager
|
|
|
|