SMALL TEAM

For small sales teams who want their members to coordinate and become more efficient
FEATURES
  • Accounts, contacts, opportunities, calendar, documents
  • Team notifications
  • Team performance analytics & dashboards
  • Advanced preconfigured reports
  • Phone integration
  • Email integration
  • Zapier and other out-of-the-box integrations
  • RESTful API Access
  • Custom fields & list of values
  • Account & contact data import (from Excel)
  • Level 1 basic user permissions (sales reps)
  • Level 2 basic user permissions (managers and sales reps)
  • Access to training resources
  • Email support
  • 100GB Document storage
  • 30K Main entities database

BUSINESS

For teams of 10 users or more who want to measure and boost their performance
FEATURES
  • Accounts, contacts, opportunities, calendar, documents
  • Team notifications
  • Team performance analytics & dashboards
  • Product Catalog
  • Advanced Preconfigured reports
  • Phone integration
  • Email integration
  • Zapier and other out-of-the-box integrations
  • RESTful API Access
  • Custom fields & list of values
  • Advanced custom fields & list of values
  • Account & contact data import (from Excel)
  • Level 1 basic user permissions (sales reps)
  • Level 2 basic user permissions (managers and sales reps)
  • Full hierarchy visibility (Up to 8 levels of management)
  • Multibranch (environments or business units)
  • Advanced user permissions and visibility based on custom roles
  • Access to training resources
  • Email support
  • Phone support
  • Dedicated onboarding specialist
  • Online training session for key users
  • Premium Service Level Agreement
  • 1TB Document storage
  • 150K Main entities database
Contact us

ENTERPRISE

Contact us
for a quote
For complex sales structures that need a fully dedicated and adaptable system
FEATURES
  • Accounts, contacts, opportunities, calendar, documents
  • Team notifications
  • Team performance analytics & dashboards
  • Product Catalog
  • Advanced Preconfigured reports
  • Phone integration
  • Email integration
  • Zapier and other out-of-the-box integrations
  • RESTful API Access
  • Custom fields & list of values
  • Advanced custom fields & list of values
  • Account & contact data import (from Excel)
  • Level 1 basic user permissions (sales reps)
  • Level 2 basic user permissions (managers and sales reps)
  • Full hierarchy visibility (Up to 8 levels of management)
  • Multibranch (environments or business units)
  • Advanced user permissions and visibility based on custom roles
  • Access to training resources
  • Email support
  • Phone support
  • Dedicated onboarding specialist
  • Online training session for key users
  • Premium Service Level Agreement
  • Unlimited Document storage
  • Unlimited Main entities database
Contact us

Taxes not included. Services available for Business and Enterprise editions such as integration, customization and development of custom reports are not included. Please also note that these editions require a minimum of 10 users. Listed prices are for annual payment plans. Monthly payment plans are also available. Please contact us for a detailed quote.

Editions and Prices

  • Included
  • Subject to surcharges

SMALL TEAM

billed monthly
For small sales teams who want their members to become more efficient

BUSINESS

billed monthly
For teams of 10 users or more who want to measure and boost their performance
Contact us

ENTERPRISE

Contact us
for a quote
-
For complex sales structures that need a fully dedicated and adaptable system
Contact us

Functionality

Accounts, contacts, opportunities, calendar, documents
Team notifications
Team performance analytics & dashboards
CardManager
Orders
Product catalog
Pre-configured reports Find out more Advanced Advanced Advanced
Custom reports

Integration

Phone integration
Email integration
Zapier and other out-of-the-box integrations
RESTful API Access
Automatic geolocation of addresses
ERP, CRM & CSV Integration
PBX integrations

Customization

Custom fields & list of values Advanced Advanced Advanced
Account & contact data import (from Excel)
Process automation and workflows
Custom web widgets and analytics
Custom setup
Mobile app extensions (custom mobile developments)
Enterprise LDAP authentication scenarios
Dedicated infrastructure

Visibility & Permissions

Level 1 basic user permissions (sales reps)
Level 2 basic user permissions (managers and sales reps)
Full hierarchy visibility (Up to 8 levels of management)
Multibranch (environments or business units)
Advanced user permissions

Service

Access to training resources
Email support
Phone support
Dedicated onboarding specialist
Online training session for key users
Premium service level agreement (Cloud Premium)

Storage

Document storage 100GB 1TB Unlimited
Main entities database Learn more 30K 150K Unlimited

ADD-ONS

SignatureManager Find out more

SMALL TEAM

/user per month


BUSINESS

/user per month


Contact us

ENTERPRISE

Contact us for a quote


Contact us