Menu
| Starter | Pro | Premium | |
|---|---|---|---|
Main Features | |||
| Sales pipeline and opportunities | |||
| Companies | |||
| Contacts | |||
| Meeting notes | |||
| News feed | |||
| Quote building tool | |||
| Leads | |||
Sales Management | |||
| Drag-and-drop kanban view | |||
| Customizable pipelines | |||
| Pricing tables | |||
| Sales forecasts with probability calculations | |||
| Sales targets | |||
| Gamification | |||
Customer Records | |||
| Search engine | |||
| Tagging | |||
| Record linking | |||
Quotes | |||
| Customizable quote templates | |||
| PDF generation and sending | |||
| Per-item discounts | |||
| Overall discounts | |||
| Percentage discounts | |||
| Absolute value discounts | |||
| Internal approvals before sending | |||
| Multiple currency support | |||
| Formula-calculated unit prices | |||
| Formula-calculated quantities | |||
Activities and Reminders | |||
| Assignments | |||
| Notifications for completed activities | |||
| Partial completion | |||
| E-mail reminders | |||
| Next steps visible in pipeline view | |||
| Recurring activities | |||
| Checklists | |||
Leads | |||
| Lead qualification | |||
| Leads from web forms | |||
| Leads from inbound emails | |||
| Lead conversion to contact, company and opportunity | |||
| Lead sequences (cadences) | |||
Application Platform | |||
| No-code custom apps | |||
| File attachment support | |||
| Mobile app support | |||
| Automatic linking to CRM records | |||
| Search engine integration | |||
| Web forms | |||
| Internal approval flows | |||
Customization | |||
| Your logo on screen | |||
| Customizable pipeline stages | |||
| Custom quote templates | |||
| Custom e-mail templates | |||
| Custom fields in all record types | |||
Mobile App | |||
| IOS and Android apps | |||
| Mobil sales process management | |||
| Mobile activity management | |||
| Mobile custom apps | |||
| Mobile access to customer records | |||
| Camera and photo attachment support | |||
| Mobile news feed | |||
| Mobile quoting | |||
| Mobile lead management | |||
| Barcode scanning | |||
| Record geotagging | |||
Email Features | |||
| Convert incoming emails to notes | |||
| Convert incoming emails to leads | |||
| Send with user's email address | |||
| Integration with Google and Microsoft email services | |||
Integrations | |||
| QuickBooks | |||
| FreshBooks | |||
| Xero | |||
| Mailchimp | |||
| Google Workspace Email | |||
| Google Workspace Calendar | |||
| Google Workspace Drive | |||
| Microsoft 365 Outlook Email | |||
| Microsoft 365 Outlook Calendar | |||
| Microsoft 365 OneDrive | |||
| Cloud PBX systems | |||
| Zendesk | |||
| Zapier | |||
| ERP systems | |||
| API access | |||
| Webhook access | |||
Security | |||
| SSL | |||
| 2-Factor authentication | |||
| ISO 27001 certified data centers | |||
| User roles | |||
| Visual org chart management | |||
| Authorization hierarchy | |||
| Record-level access restriction settings | |||
| User and department level authorization | |||
| Department-level menu restrictions | |||
| Internal approval flows for quotes and custom apps | |||
Support | |||
| Online support library | |||
| Email support | |||
| Phone support | |||
Usage Limits | |||
| Number of records | 100.000 | 250.000 | 1.000.000 |
| Storage | 50 GB | 100 GB | 1000 GB |
| Quote templates | 3 | 20 |
|
| Number of custom apps | 1 | 5 | 10 |
| API rates | 1 call/sec |
indicates new services.
| Monthly Plans | Yearly plans | |
|---|---|---|
500.000 records extra | $80/month | $650/year |
500 GB storage extra | $80/month | $650/year |
10 quote templates extra | $40/month | $325/year |
10 custom apps extra | $80/month | $650/year |
+1 transaction/sec API rate increase | $110/month | $900/year |
Don’t want to do everything yourself?
Get additional services to train your team, setup your account, import your data and more.
Send us your question and a member of our team will respond.
