Sales |
General |
Storage |
Subscription |
256 MB Per User |
512 MB Per User |
1GB Per User |
1GB Per User |
Leads |
Marketing |
Yes |
Yes |
Yes |
Yes |
Accounts |
General |
Unlimited |
Unlimited |
Unlimited |
Unlimited |
Contacts |
General |
Yes |
Yes |
Yes |
Yes |
Deals/Opportunities |
Sales |
Yes |
Yes |
Yes |
Yes |
Sales Forecasting |
Sales |
Yes |
Yes |
Yes |
Yes |
Forecasts Based on Locations/Territories |
Sales |
- |
Yes |
Yes |
Yes |
Bulk/Mass updates |
General |
- |
Yes |
Yes |
Yes |
Document Library |
General |
Yes |
Yes |
Yes |
Yes |
Activities - Recurring, Tasks, Events, Calls |
General |
Yes |
Yes |
Yes |
Yes |
Reminders |
General |
Yes |
Yes |
Yes |
Yes |
Events Scheduler |
General |
Yes |
Yes |
Yes |
Yes |
Multiple Currencies |
General |
- |
Yes |
Yes |
Yes |
Social (Integration with Facebook, Twitter, Google Plus) |
Integrations |
Yes |
Yes |
Yes |
Yes |
Scoring Rules |
General |
- |
10 Rules/Module |
20 Rules/Module |
Unlimited |
Sales |
CRM Analytics |
Standard Reports |
General |
Yes |
Yes |
Yes |
Yes |
Custom Reports |
General |
3 |
10 |
30 |
Unlimited |
Schedule Reports |
General |
1 |
10 |
30 |
Unlimited |
Standard Dashboards |
General |
Yes |
Yes |
Yes |
Yes |
Custom Dashboards |
General |
3 |
10 |
30 |
Unlimited |
Sales |
Marketing Automation |
Campaigns |
Marketing |
100 |
150 |
Unlimited |
Unlimited |
Mass Email |
Subscription |
5000 Email/Month - Limited by 500 per day - Branded or $3/1000 unbranded emails per month subscription. |
5000 Email/Month - Limited by 750 per day - Branded or $3/1000 unbranded emails per month subscription. |
5000 Email/Month - Limited by 1000 per day - Branded or $3/1000 unbranded emails per month subscription. |
5000 Email/Month - Limited by 1500 per day - Branded or unlimited emails through third party gateway at $1.5/1000 emails. |
Email Templates |
General |
100 Templates |
100 Templates |
Unlimited |
Unlimited |
Email Opt-out |
General |
Yes |
Yes |
Yes |
Yes |
Auto responders |
General |
50 |
75 |
100 |
Unlimited |
Schedule Mass Email |
Marketing |
Yes |
Yes |
Yes |
Yes |
Sales |
Inventory Management |
Products |
Sales |
250 Products |
Unlimited |
Unlimited |
Unlimited |
Price Books |
Sales |
2 |
5 |
10 |
Unlimited |
Quotes |
Sales |
Yes |
Yes |
Unlimited |
Unlimited |
Sales Orders |
Sales |
Yes |
Yes |
Yes |
Yes |
Invoices |
Sales |
Yes |
Yes |
Yes |
Yes |
Vendors |
Sales |
- |
- |
Yes |
Yes |
Purchase Orders |
Sales |
- |
- |
Yes |
Yes |
Sales & Service |
Customer Support |
Requests |
Service |
Yes |
Yes |
Yes |
Yes |
Knowledge Base |
Service |
- |
Yes |
Yes |
Yes |
Web-To-Request |
Service |
1 |
5 |
10 |
Unlimited |
Email-To-Request |
Service |
1 |
5 |
10 |
Unlimited |
SLA |
Service |
1 |
5 |
10 |
Unlimited |
Asset Master |
Service |
Yes |
Yes |
Yes |
Yes |
Customer Master |
Service |
Yes |
Yes |
Yes |
Yes |
Spares Master |
Service |
- |
- |
Yes |
Yes |
Services Master |
Service |
- |
Yes |
Yes |
Yes |
Technician Master |
Service |
Yes |
Yes |
Yes |
Yes |
Skills |
Service |
- |
- |
Yes |
Yes |
Service Contracts |
Service |
- |
- |
Yes |
Yes |
Planned Preventive (PPM) |
Service |
- |
- |
Yes |
Yes |
Breakdown / Corrective Requests |
Service |
Yes |
- |
Yes |
Yes |
Assignment Rules |
Service |
2 Rules |
5 Rules |
20 Rules |
Unlimited |
Request Schedule Management |
Service |
- |
- |
Yes |
Yes |
Tools and Resources |
Service |
- |
- |
Yes |
Yes |
Work Logs |
Service |
Yes |
Yes |
Yes |
Yes |
Parts Replaced |
Service |
- |
- |
Yes |
Yes |
Parts Requested |
Service |
- |
- |
Yes |
Yes |
Notes/Docs and Attachments |
Service |
Yes |
Yes |
Yes |
Yes |
Customer Survey |
Service |
- |
Yes |
Yes |
Yes |
Request Lifecycle Tracking |
Service |
Yes |
Yes |
Yes |
Yes |
Notify Owner |
Service |
Yes |
Yes |
Yes |
Yes |
Warranty Management |
Service |
- |
- |
Yes |
Yes |
Billing |
Service |
- |
- |
Yes |
Yes |
Case Escalation Rules |
Service |
2 Rules |
5 Rules |
Yes |
Yes |
Business Hours |
Service |
- |
- |
Yes |
Yes |
Sales |
Data Administration |
File Storage (for Org.) |
Subscription |
"1GB plus 512 MB/user license" |
"1GB plus 512 MB/user license" |
"1GB plus 512 MB/user license" |
"1GB plus 512 MB/user license" |
Additional Storage (for Org.) |
Subscription |
$15/Month for 1GB |
$15/Month for 1GB |
$15/Month for 1GB |
$15/Month for 1GB |
Data Records |
Subscription |
100,000 Records |
500,000 Records |
Unlimited |
Unlimited |
Import Data |
Subscription |
10,000/Batch |
15,000/Batch |
30,000/Batch |
50,000/Batch |
Record Cloning |
General |
Yes |
Yes |
Yes |
Yes |
Skip and Overwrite option |
General |
- |
15,000/Batch |
30,000/Batch |
50,000/Batch |
Merge Duplicates - Find & Merge Option |
General |
Yes |
Yes |
Yes |
Yes |
Free Data Backup |
Subscription |
2 Data Backups/Month |
2 Data Backups/Month |
2 Data Backups/Month |
2 Data Backups/Month |
Data Backup |
Subscription |
$10 /Request |
$10 /Request |
$10 /Request |
$10 /Request |
Sales |
Customizations & Technical |
Customized Page Layouts / Module |
General |
3 |
5 |
10 |
Unlimited |
Add Search Layouts etc |
General |
Yes |
Yes |
Yes |
Yes |
Field-Level Rules Based Behavior |
General |
- |
2 |
5 |
Yes |
Profiles |
General |
5 |
10 |
15 |
25 |
Roles |
General |
5 |
5 |
10 |
250 |
Reporting Hierarchy |
General |
Yes |
Yes |
Yes |
Yes |
Teams |
Service |
- |
25 |
30 |
50 |
Teams Security |
General |
- |
Yes |
Yes |
Yes |
Territory Access Levels |
Sales |
- |
5 Territories |
10 Territories |
Unlimited |
Territory Management |
Sales |
- |
Yes |
Yes |
Yes |
Field-Level Rules Based Security |
General |
1 Rule Per Module |
Yes |
Yes |
Yes |
Links in Modules and Dashlets |
General |
- |
10 Links/Module |
10 Links/Module |
10 Links/Module |
Default Data Sharing Settings |
General |
- |
Yes |
Yes |
Yes |
Public Read Only (in Default Data Sharing Settings) |
General |
- |
Yes |
Yes |
Yes |
Read, Write, Edit, Delete, and Print Permissions |
General |
Yes |
Yes |
Yes |
Yes |
Data Visibility Based on Ownership |
General |
Yes |
Yes |
Yes |
Yes |
Audit Logs |
General |
- |
Yes |
Yes |
Yes |
Record Sharing |
General |
- |
- |
Yes |
Yes |
Sales |
Product Customization |
Home Page Components |
General |
3 |
5 |
10 |
10 |
Organize Tabs |
General |
- |
Yes |
Yes |
Yes |
Rename Tabs |
General |
- |
Yes |
Yes |
Yes |
Application Tabs |
General |
2 |
6 |
10 |
24 |
Custom Fields |
General |
10 Custom Fields / Module |
35 Custom Fields / Module |
75 Custom Fields / Module |
Unlimited |
Custom Modules |
General |
2 |
5 |
50 |
Unlimited |
Doc Print Layout Editor |
General |
2 |
5 |
10 |
Unlimited |
Data Grids in Modules |
General |
Yes |
Yes |
Yes |
Yes |
Duplicate Criteria in Modules |
General |
2 Fields / Module |
5 Fields / Module |
10 Fields / Module |
2 Fields / Module |
Stage History Tracking |
General |
Yes |
Yes |
Yes |
Yes |
Standard List Views |
General |
Yes |
Yes |
Yes |
Yes |
Custom List Views |
General |
3 List Views / Module |
10 List Views / Module |
Unlimited |
Unlimited |
Kanban View |
Marketing |
- |
- |
Yes |
Yes |
Last Activity Time in Criteria |
General |
Yes |
Yes |
Yes |
Yes |
Custom Related Lists |
General |
Yes |
Yes |
Yes |
Yes |
Customize Search Layout |
General |
5 Per Module |
5 Per Module |
20 Per Module |
Unlimited |
Quick Actions |
General |
Yes |
Yes |
Yes |
Yes |
Personal Fields |
General |
30 Fields Per Module |
30 Fields Per Module |
30 Fields Per Module |
30 Fields Per Module |
Sales |
Automation |
Workflow |
General |
|
|
|
|
Workflow Time -Based Action |
General |
|
|
|
|
Workflow Usage |
General |
|
|
|
|
Tasks |
General |
|
|
|
|
Reminder for Workflow Tasks |
General |
|
|
|
|
Email Notifications |
General |
|
|
|
|
Record Owner, Record Creator, Record Owners Manager (Options in Alert) |
General |
3 |
10 |
25 |
Unlimited |
Using Email field from the Module & Related Modules |
General |
|
|
|
|
Field Updates |
General |
|
|
|
|
Delete (Execute On Record Action) |
General |
|
|
|
|
Field Update (Execute On Record Action) |
General |
|
|
|
|
Workflow Update Modules |
General |
|
|
|
|
Execute Based on Date Field Value |
General |
|
|
|
|
Approval Process |
General |
|
|
|
|
Sales |
Web Forms |
Web Forms for Leads / Contacts |
Marketing |
5 Forms/Module |
5 Forms/Module |
10 Forms/Module |
20 Form/Module |
Approval Rules |
General |
1 Per Module |
5 Per Module |
Yes |
Yes |
Assignment Rules |
General |
1 Per Module |
5 Per Module |
Yes |
Yes |
Unsubscribe Form |
Marketing |
Yes |
Yes |
Yes |
Yes |
Sales |
Email |
IMAP |
Email |
Yes |
Yes |
Yes |
Yes |
BCC Dropbox |
Email |
Yes |
Yes |
Yes |
Yes |
Sales |
Integrations |
Centra CRM Mobile Edition (Android) |
Apps |
Yes |
Yes |
Yes |
Yes |
Visitor Tracking |
Integrations |
Yes |
Yes |
Yes |
Yes |
Third party Integrations |
Integrations |
Yes |
Yes |
Yes |
Yes |
Integrations available with Hosted and On Premise PBX |
Integrations |
Yes |
Yes |
Yes |
Yes |
Reports Integration (ex- crystal reports) |
Integrations |
- |
Yes |
Yes |
Yes |
Forms Integration |
Integrations |
Yes |
Yes |
Yes |
Yes |
O365 integration |
Integrations |
- |
Yes |
Yes |
Yes |
Sales |
SQL Functions |
Functions |
Dev.Tools |
3 |
5 |
10 |
Unlimited |
Functions - Integration Tasks |
Dev.Tools |
3 |
5 |
10 |
Unlimited |
Functions - Get Data |
Dev.Tools |
- |
Yes |
Yes |
25000 calls/day |
Functions - Post Data |
Dev.Tools |
- |
Yes |
Yes |
25000 calls/day |
Sales |
|
G Suite |
Integrations |
Yes |
Yes |
Yes |
Yes |
Sales |
Developer Tools |
APIs & WebHooks |
Dev Tools |
- |
500 calls/month |
1000 calls/month |
2000 calls/month |
Sales |
Others |
Portals |
General |
- |
- |
"1 portal free for Contacts module. 500 users (minimum user count) - $600/month 51 to 100 users - $12/user
100 users up - $10/user" |
"1 portal free for Contacts module. 500 users (minimum user count) - $600/month 51 to 100 users - $12/user
100 users up - $10/user" |
Business Card View |
General |
Yes |
Yes |
Yes |
Yes |
Calendar |
General |
Yes |
Yes |
Yes |
Yes |
"Calendar Synchronization(CalDAV Access)" |
General |
Yes |
Yes |
Yes |
Yes |
Calendar Slot Selection Link |
General |
Yes |
Yes |
Yes |
Yes |
Advanced filters |
General |
Yes |
Yes |
Yes |
Yes |
Tags for Records |
General |
Yes |
Yes |
Yes |
Yes |