Why Manage Customer Relationships
When You Can Master Them
Select your location:
10% off
Essentials CRM
$12*
Per user/
month billed annually
Capture, Track, Manage and Share Accounts, Contacts and Leads.
- Custom Dashboard
- Manage Accounts and Contacts
- Customer Segmentation
- Activity Management
- Tasks and Reminders
- Notes and History
- Saved Searches
- Calendar Daily, Weekly, Monthly
- Reporting
- Lead Tracking
- E-Mail Logging
- Mobile
Includes CRM Essentials +
Sales CRM
$19*
Per user/
month billed annually
Automate Your Sales Process
- Sales Dashboard
- Track and Manage New Opportunities
- Sales Process Management
- Auto Assignment
- Sales Analytics
- Graphical Pipeline Management
- Territory Management
- Manage Sales Quotas
- Forecast and Sales Reporting
- Lead Management and Scoring
- Web Forms for Lead Capture
Includes Sales CRM+
Enterprise CRM
$32*
Per user/
month billed annually
Advanced Tools and Features
- Customizable Dashboard
- Workflow Automation
- Multi-Level Permissions
- Custom Fields, Forms, Views, Sections
- Role Based Views
- Unlimited Administrative Rights
- Quoting and Pricebook
- Custom Application Linking
- Custom Report Generator
- Team Communications
- Group Calendar
- Organization Chart
- MS Outlook and Gmail Synchronization
- Third Party Integration
Add Marketing, Project Management or
Customer Service to any Package Above
Marketing
$12
per user/month billed annually- Marketing Automation
- Design and Save Custom Templates
- Mass E-Mail Distribution
- Drip Marketing
- Marketing Analytics
- Document Storage
- MS Word Mail Merge
- Custom Reports
Project Management
$10
per user/month billed annually- Manage Multiple Projects
- Create and Duplicate Project Tasks
- Manage Time Slips
- Track Budgeted VS Actual Hours
- Integrated Gantt Charts
- Project Reporting
Customer Service
$12
per user/month billed annually- Ticketing
- Built in Knowledgebase
- FAQ
- Internal Chat
- Support Dashboard
- View Ticket Status
- Support Analytics
- Customer Portal**
**Additional cost feature
*All Editions billed annually. *Minimum 3 users.