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

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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