Compare CRM Editions |
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|---|---|---|---|---|---|---|---|---|---|
Features |
Start up |
Professional |
Enterprise |
Ultimate |
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| Sales Automation | Max.Users | - | - | - | - | ||||
| Storage | 256 MB Per User | 512 MB Per User | 1 GB Per User | 1 GB Per User | |||||
| Leads | Yes | Yes | Yes | Yes | |||||
| Accounts | Unlimited | Unlimited | Unlimited | Unlimited | |||||
| Contacts | Yes | Yes | Yes | Yes | |||||
| Deals / Opportunities | Yes | Yes | Yes | Yes | |||||
| Sales Forecasting | Yes | Yes | Yes | Yes | |||||
| Forecasts Based on Locations / Territories | - | Yes | Yes | Yes | |||||
| Bulk/Mass updates | - | Yes | Yes | Yes | |||||
| Document Library | Yes | Yes | Yes | Yes | |||||
| Activities - Recurring, Tasks, Events, Calls | Yes | Yes | Yes | Yes | |||||
| Reminders | Yes | Yes | Yes | Yes | |||||
| Multiple Currencies | - | Yes | Yes | Yes | |||||
| Social (Integration with Facebook, Twitter, Google Plus) | Yes | Yes | Yes | Yes | |||||
| Scoring Rules | - | 10 Rules/Module | 20 Rules/Module | Unlimited | |||||
| CRM Analytics | Standard Reports | Yes | Yes | Yes | Yes | ||||
| Custom Reports | 3 | 10 | 30 | Unlimited | |||||
| Schedule Reports | 1 | 10 | 30 | Unlimited | |||||
| Standard Dashboards | Yes | Yes | Yes | Yes | |||||
| Custom Dashboards | 3 | 10 | 30 | Unlimited | |||||
| Marketing Automation | Campaigns | 100 | 150 | Unlimited | Unlimited | ||||
| Mass Email | 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 | 100 Templates | 100 Templates | Unlimited | Unlimited | |||||
| Email Opt-out | Yes | Yes | Yes | Yes | |||||
| Auto responders | 50 | 75 | 100 | Unlimited | |||||
| Schedule Mass Email | Yes | Yes | Yes | Yes | |||||
| Inventory Management | Products | 250 Products | Unlimited | Unlimited | Unlimited | ||||
| Price Books | 2 | 5 | 10 | Unlimited | |||||
| Quotes | Yes | Yes | Unlimited | Unlimited | |||||
| Sales Orders | Yes | Yes | Yes | Yes | |||||
| Invoices | Yes | Yes | Yes | Yes | |||||
| Vendors | - | - | Yes | Yes | |||||
| Purchase Orders | - | - | Yes | Yes | |||||
| Customer Support | Requests | Yes | Yes | Yes | Yes | ||||
| Web-To-Request | 1 | 5 | 10 | Unlimited | |||||
| Email-To-Request | 1 | 5 | 10 | Unlimited | |||||
| SLA | 1 | 5 | 10 | Unlimited | |||||
| Asset Master | Yes | Yes | Yes | Yes | |||||
| Customer Master | Yes | Yes | Yes | Yes | |||||
| Spares Master | - | - | Yes | Yes | |||||
| Services Master | - | Yes | Yes | Yes | |||||
| Technician Master | Yes | Yes | Yes | Yes | |||||
| Skills | - | - | Yes | Yes | |||||
| Service Contracts | - | - | Yes | Yes | |||||
| Planned Preventive (PPM) | - | - | Yes | Yes | |||||
| Breakdown / Corrective Requests | Yes | - | Yes | Yes | |||||
| Assignment Rules | 2 Rules | 5 Rules | 20 Rules | Unlimited | |||||
| Request Schedule Management | - | - | Yes | Yes | |||||
| Tools and Resources | - | - | Yes | Yes | |||||
| Work Logs | Yes | Yes | Yes | Yes | |||||
| Parts Replaced | - | - | Yes | Yes | |||||
| Parts Requested | - | - | Yes | Yes | |||||
| Notes/Docs and Attachments | Yes | Yes | Yes | Yes | |||||
| Customer Survey | - | Yes | Yes | Yes | |||||
| Request Lifecycle Tracking | Yes | Yes | Yes | Yes | |||||
| Notify Owner | Yes | Yes | Yes | Yes | |||||
| Warranty Management | - | - | Yes | Yes | |||||
| Billing | - | - | Yes | Yes | |||||
| Case Escalation Rules | 2 Rules | 5 Rules | Yes | Yes | |||||
| Business Hours | - | - | Yes | Yes | |||||
| Data Administration | File Storage (for Org.) | 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.) | $15/Month for 1GB | $15/Month for 1GB | $15/Month for 1GB | $15/Month for 1GB | |||||
| Data Records | 100,000 Records | 500,000 Records | Unlimited | Unlimited | |||||
| Import Data | 10,000/Batch | 15,000/Batch | 30,000/Batch | 50,000/Batch | |||||
| Record Cloning | Yes | Yes | Yes | Yes | |||||
| Skip and Overwrite option | - | 15,000/Batch | 30,000/Batch | 50,000/Batch | |||||
| Merge Duplicates - Find & Merge Option | Yes | Yes | Yes | Yes | |||||
| Free Data Backup | 2 Data Backups/Month | 2 Data Backups/Month | 2 Data Backups/Month | 2 Data Backups/Month | |||||
| Data Backup | $10 /Request | $10 /Request | $10 /Request | $10 /Request | |||||
| Customized Page Layouts / Module | 3 | 5 | 10 | Unlimited | |||||
| Add Search Layouts etc | Yes | Yes | Yes | Yes | |||||
| Field-Level Rules Based Behavior | - | 2 | 5 | Yes | |||||
| Profiles | 5 | 10 | 15 | 25 | |||||
| Roles | 5 | 5 | 10 | 250 | |||||
| Reporting Hierarchy | Yes | Yes | Yes | Yes | |||||
| Teams | - | 25 | 30 | 50 | |||||
| Teams Security | - | Yes | Yes | Yes | |||||
| Territory Access Levels | - | 5 Territories | 10 Territories | Unlimited | |||||
| Territory Management | - | Yes | Yes | Yes | |||||
| Field-Level Rules Based Security | 1 Rule Per Module | Yes | Yes | Yes | |||||
| Links in Modules and Dashlets | - | 10 Links/Module | 10 Links/Module | 10 Links/Module | |||||
| Default Data Sharing Settings | - | Yes | Yes | Yes | |||||
| Public Read Only (in Default Data Sharing Settings) | - | Yes | Yes | Yes | |||||
| Read, Write, Edit, Delete, and Print Permissions | Yes | Yes | Yes | Yes | |||||
| Data Visibility Based on Ownership | Yes | Yes | Yes | Yes | |||||
| Audit Logs | - | Yes | Yes | Yes | |||||
| Record Sharing | - | - | Yes | Yes | |||||
| Product Customization | Home Page Components | 3 | 5 | 10 | 10 | ||||
| Organize Tabs | - | Yes | Yes | Yes | |||||
| Rename Tabs | - | Yes | Yes | Yes | |||||
| Application Tabs | 2 | 6 | 10 | 24 | |||||
| Custom Fields | 10 Custom Fields / Module | 35 Custom Fields / Module | 75 Custom Fields / Module | Unlimited | |||||
| Custom Modules | 2 | 5 | 50 | Unlimited | |||||
| Doc Print Layout Editor | 2 | 5 | 10 | Unlimited | |||||
| Data Grids in Modules | Yes | Yes | Yes | Yes | |||||
| Duplicate Criteria in Modules | 2 Fields / Module | 5 Fields / Module | 10 Fields / Module | 2 Fields / Module | |||||
| Stage History Tracking | Yes | Yes | Yes | Yes | |||||
| Standard List Views | Yes | Yes | Yes | Yes | |||||
| Custom List Views | 3 List Views / Module | 10 List Views / Module | Unlimited | Unlimited | |||||
| Last Activity Time in Criteria | Yes | Yes | Yes | Yes | |||||
| Custom Related Lists | Yes | Yes | Yes | Yes | |||||
| Customize Search Layout | 5 Per Module | 5 Per Module | 20 Per Module | Unlimited | |||||
| Quick Actions | Yes | Yes | Yes | Yes | |||||
| Automation | Workflow | 3 | 10 | 25 | Unlimited | ||||
| Workflow Time -Based Action | 3 | 10 | 25 | Unlimited | |||||
| Workflow Usage | 3 | 10 | 25 | Unlimited | |||||
| Tasks | 3 | 10 | 25 | Unlimited | |||||
| Reminder for Workflow Tasks | 3 | 10 | 25 | Unlimited | |||||
| Email Notifications | 3 | 10 | 25 | Unlimited | |||||
| Record Owner, Record Creator, Record Owners Manager (Options in Alert) | 3 | 10 | 25 | Unlimited | |||||
| Using Email field from the Module & Related Modules | 3 | 10 | 25 | Unlimited | |||||
| Field Updates | 3 | 10 | 25 | Unlimited | |||||
| Delete (Execute On Record Action) | 3 | 10 | 25 | Unlimited | |||||
| Field Update (Execute On Record Action) | 3 | 10 | 25 | Unlimited | |||||
| Workflow Update Modules | 3 | 10 | 25 | Unlimited | |||||
| Execute Based on Date Field Value | 3 | 10 | 25 | Unlimited | |||||
| Custom Schedules | Yes | ||||||||
| Approval Process | 3 Per Module With 3 Levels | 5 Per Module With 3 Levels | 10 Per Module With 5 Levels | Unlimited | |||||
| Web Forms | Web Forms for Leads / Contacts | 5 Forms/Module | 5 Forms/Module | 10 Forms/Module | 20 Form/Module | ||||
| Approval Rules | 1 Per Module | 5 Per Module | Yes | Yes | |||||
| Assignment Rules | 1 Per Module | 5 Per Module | Yes | Yes | |||||
| Unsubscribe Form | Yes | Yes | Yes | Yes | |||||
| Integrations | IMAP | Yes | Yes | Yes | Yes | ||||
| BCC Dropbox | Yes | Yes | Yes | Yes | |||||
| Centra CRM Mobile Edition (Android) | Yes | Yes | Yes | Yes | |||||
| Visitor Tracking | Yes | Yes | Yes | Yes | |||||
| Third Party Integrations | Yes | Yes | Yes | Yes | |||||
| Integrations Available With Hosted and On Premise PBX | Yes | Yes | Yes | Yes | |||||
| Reports Integration (Ex- Crystal Reports) | - | Yes | Yes | Yes | |||||
| Forms Integration | Yes | Yes | Yes | Yes | |||||
| 365 Integration | - | Yes | Yes | Yes | |||||
| Functions - Integration Tasks | 5 | 5 | 10 | 25 | |||||
| Functions - Get Data | - | Yes | Yes | 25000 calls/day | |||||
| Functions - Post Data | - | Yes | Yes | 25000 calls/day | |||||
| Functions - Send Mail | 1000 emails/day | ||||||||
| G Suite | G Suite | Yes | Yes | Yes | Yes | ||||
| Developer | APIs & WebHooks | - | 500 Calls/Month | 1000 Calls/Month | 2000 Calls/Month | ||||
| Others | Portals | CSS Portal | CSS Portal | 1 portal free for Contacts module. For 4 more portals, user license needs to be purchased. 50 users (minimum user count) - $600/month 51 to 100 users - $12/user 100 users up - $10/user | |||||
| Business Card View | Yes | Yes | Yes | Yes | |||||
| Calendar | Yes | Yes | Yes | Yes | |||||
| Calendar Synchronization (CalDAV Access) | Yes | Yes | Yes | Yes | |||||
| Calendar Slot Selection Link | Yes | Yes | Yes | Yes | |||||
| Advanced Filters | Yes | Yes | Yes | Yes | |||||
| Tags for Records | Yes | Yes | Yes | Yes | |||||
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