Pricing

NO ANNUAL CONTRACTS

NO HIDDEN FEES

NO HASSLE

JUST CRM AND GOOD ADVICE

Your success is our #1 priority. we are here to help. to ensure your success we offer a Setup Service

Here are Additional Details for Each Version

             
 

Features

 

Free

$0

 

CRM-Xpress

$15

user per month

Professional

$50

user per month

  Signup Free Trial Signup Free Trial Signup
Opportunity Management ✔ ✔
Contact Management ✔ ✔ ✔
Additional Contacts 50,000/$100/month 50,000/$100/month
Import Contacts ✔ ✔ ✔
Smart Queue Call Management ✔
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 Limited ✔ ✔
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 .2 GB per user .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 Limited ✔
Automated Workflow LImited Limited ✔
Opportunity Workflow Automation Limited ✔
Quote Workflow Automation Limited ✔
Case Workflow Automation Limited ✔
Quick Actions LImited 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
Xtreme-Reports Additional Data 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 Limited & Optional Optional
SMS Text Messaging $50/2,500 messages
PieSync Integration Optional - Requires 1 Pro Logon Optional
Zapier Integration 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
Lead Provider Posts 1,000 Posts per day
Additional Lead Provider Posts $1/1,000 Posts per day