Pipeline | Standard | Advanced | |
---|---|---|---|
Sales Management | |||
Visual Pipeline | |||
Multiple Pipelines | |||
Customizable Stages | |||
Deal Management | |||
Contacts | |||
Unlimited Teams | |||
Custom Fields | |||
Deal Categories (Products) | |||
File Storage | |||
Subscriptions - Recurring Revenue | |||
Workflow Automations | 50 | 100 | |
Quote Management | |||
Sales Goals | |||
Complex Sales Process | |||
Contacts Database | |||
Quick contact creation | |||
Import Contacts | |||
API Contact Management | |||
Custom Fields | |||
Custom Web Forms | |||
Leads IN Management | |||
Lead Sources (Partners) | |||
Relationships | |||
Calendar & Events | |||
Appointment Booking | |||
Email & SMS Reminders | |||
One click email or call | |||
Call Tracking & Recording | |||
SMS | |||
Personal Email | |||
Team Email | |||
Email Tracking | |||
Templates & Signatures | |||
Bulk Emails | |||
Bulk SMS | |||
Extended Template Fields | |||
Invoices | |||
Invoices & Credit notes | |||
Multiple Currency | |||
One click creation from Quotes | |||
Multiple Businesses (templates) | |||
Automatic subscription invoice | |||
Yearly invoices | 200 | 1000 | Unlimited |
Other Features | |||
IP Restrictions | |||
Custom Reports | |||
Audit Logs | |||
HIPAA Compliance | |||
API and Widgets | |||
Unlimited Storage | |||
VIP Data Center | |||
Data Encryption | |||
Online Help Center | |||
24/7 Customer Support |
Should you have any questions or comments, please contact us