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Sales and Marketing
Edition

$59.99 /user/month

Subscribe
Sales and Marketing management
Ideal for sales teams and sales management and marketers
Customer Management
  • Customer Accounts
  • Contact Management
  • Customer Alerts
  • Customer Analytics
  • Import/Export Customers
Sales Management
  • Sales Management Analytics
  • Automatic sales reports
  • Lead management
  • Opportunity Tracking
  • Sales Rep goal assignment
  • Daily planner
  • Quotes and Estimates
  • Products and Services
Productivity
  • Tasks, Task Template, Smart Tasks
  • Events
  • Calendar Integration: Outlook, iCal
  • Email Integration: Outlook, iCal
  • Custom Fields
  • Dialogue™
  • Customizable lists
  • Create and share reports
  • Advanced searches
  • Saved Searches
  • Export to Excel
  • Collaboration
  • File Storage
  • Mobile App.
Marketing
  • Campaign Management
  • Web forms
  • Marketing Analytics
  • Infusionsoft Integration
Accounting
  • Quotes: Export to Quickbooks & Peachtree
Reporting
  • Customizable reports
  • Automated emailed reports
  • Standard reports
  • Dashboards (KPIs)

Professional
Edition

$69.99 /user/month


Subscribe
Complete CRM Solution
Total SMB CRM Solution for world-class Sales, Marketing and Customer Management abilities
Customer Management
  • Customer Accounts
  • Contact Management
  • Customer Alerts
  • Customer Analytics
  • Import/Export Customers
Sales Management
  • Sales Management Analytics
  • Automatic sales reports
  • Lead management
  • Opportunity Tracking
  • Sales Rep goal assignment
  • Daily planner
  • Quotes and Estimates
  • Products and Services
Productivity
  • Tasks, Task Template, Smart Tasks
  • Events
  • Calendar Integration: Outlook, iCal
  • Email Integration: Outlook, iCal
  • Custom Fields
  • Dialogue™
  • Customizable lists
  • Create and share reports
  • Advanced searches
  • Saved Searches
  • Export to Excel
  • Collaboration
  • File Storage
  • Mobile App.
Marketing
  • Campaign Management
  • Web forms
  • Marketing Analytics
  • Infusionsoft Integration
Accounting
  • Quotes: Export to Quickbooks & Peachtree
Reporting
  • Customizable reports
  • Automated emailed reports
  • Standard reports
  • Dashboards (KPIs)
Vendor Management
  • Vendor Accounts
  • Vendor Contacts
  • Inventory Management
  • Purchase Orders
  • Inventory Analytics