crm editions crm editions

Compare CRM Editions

Sales vs
Sales & Service

Features

Start up

Professional

Enterprise

Ultimate

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