crm editions crm editions

Sales vs Sales & Service

Features

Startup

Professional

Enterprise

Ultimate

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

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 Social Media)

Integrations

No

Yes

Yes

Yes

Scoring Rules

General

-

10 Rules/Module

20 Rules/Module

Unlimited

Standard Reports

General

Yes

Yes

Yes

Yes

Custom Reports

General

30

50

150

Unlimited

Schedule Reports

General

3

15

50

Unlimited

Dashboards

General

3

10

30

Unlimited

Campaigns

Marketing

100

150

Unlimited

Unlimited

Mass Email

Subscription

5000 Emails/Month - Limited by 500 per day - Branded or $3/1000 unbranded emails per month subscription.

5000 Emails/Month - Limited by 750 per day - Branded or $3/1000 unbranded emails per month subscription.

5000 Emails/Month - Limited by 1000 per day - Branded or $3/1000 unbranded emails per month subscription.

5000 Emails/Month - Limited by 1500 per day - Branded or unlimited emails through third party gateway at $1.5/1000 emails.

Email Templates

General

20 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

Products

Sales

250 Products

Unlimited

Unlimited

Unlimited

Price Books

Sales

2

10

Unlimited

Unlimited

Quotes

Sales

Yes

Yes

Unlimited

Unlimited

Sales Orders

Sales

Yes

Yes

Yes

Yes

Invoices

Sales

Yes

Yes

Yes

Yes

Vendors

General

-

-

Yes

Yes

Purchase Orders

General

-

-

Yes

Yes

File Storage (for Org.)

Subscription

"1GB plus 256 MB/user license"

"1GB plus 512 MB/user license"

"1GB plus 1GB /user license"

"1GB plus 1GB /user license"

Additional Storage (for Org.)

Subscription

$3/month for 5GB

$3/month for 5GB

$3/month for 5GB

$3/month for 5GB

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

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

10

15

25

Unlimited

Roles

General

20

30

250

Unlimited

Reporting Hierarchy

General

Yes

Yes

Yes

Yes

Teams

Service

-

25

30

50

Teams Security

General

-

Yes

Yes

Yes

Location Access Levels

Sales

1

Unlimited

Unlimited

Unlimited

Field-Level Rules Based Security

General

1 Rule Per Module

Yes

Yes

Yes

Data Visibility Based on Ownership

General

Yes

Yes

Yes

Yes

Audit Logs

General

-

Yes

Yes

Yes

Record Sharing

General

-

-

Yes

Yes

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

5

25

75

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

Unlimited

Unlimited

Stage History Tracking

General

Yes

Yes

Yes

Yes

Standard List Views

General

Yes

Yes

Yes

Yes

Custom List Views

General

5 List Views / Module

15 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

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

15

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

3 per module with 3 levels

5 per module with 3 levels

10 per module with 5 levels

Unlimited

Web Forms for Leads/Contacts / Request /Tickets

Marketing

5 Forms/Module

5 Forms/Module

10 Forms/Module

20 Forms/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

IMAP

Email

Yes

Yes

Yes

Yes

BCC Dropbox

Email

Yes

Yes

Yes

Yes

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

15

100

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

Yes

Planned Preventive (PPM)

Service

-

-

Yes

Yes

Breakdown / Corrective Requests

Service

Yes

Yes

Yes

Yes

Assignment Rules

Service

2 Rules

20 Rules

Unlimited

Unlimited

Request Schedule Management

Service

-

Yes

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

Apps

Yes

Yes

Yes

Yes

Social Media

Facebook

Yes

Yes

Yes

Yes

Social Media

Twitter

Yes

Yes

Yes

Yes

Social Media

Linkedin

Yes

Yes

Yes

Yes

Social Media

OneDrive

Yes

Yes

Yes

Yes

Social Media

Google Business API

Yes

Yes

Yes

Yes

Social Media

Google Map API

Yes

Yes

Yes

Yes

ERP

Focus 6 & 7

Yes

Yes

Yes

Yes

ERP

Focus 8

Yes

Yes

Yes

Yes

ERP

MYOB

Yes

Yes

Yes

Yes

ERP

Tally

Yes

Yes

Yes

Yes

ERP

Xero

Yes

Yes

Yes

Yes

ERP

Quickbooks

Yes

Yes

Yes

Yes

ERP

Others

Yes

Yes

Yes

Yes

G-Suite

Gmail

Yes

Yes

Yes

Yes

G-Suite

Contacts

Yes

Yes

Yes

Yes

G-Suite

Calendar

Yes

Yes

Yes

Yes

G-Suite

Google Drive

Yes

Yes

Yes

Yes

G-Suite

Cloud Print

Yes

Yes

Yes

Yes

G-Suite

Google Tag Manager

Yes

Yes

Yes

Yes

Payment Gateway

Stripe

Yes

Yes

Yes

Yes

Payment Gateway

PayPal

Yes

Yes

Yes

Yes

Payment Gateway

Telr

Yes

Yes

Yes

Yes

Payment Gateway

eazypay

Yes

Yes

Yes

Yes

Payment Gateway

paytm

Yes

Yes

Yes

Yes

Payment Gateway

My Fatoorah

Yes

Yes

Yes

Yes

Payment Gateway

ezetap

Yes

Yes

Yes

Yes

Payment Gateway

PayU

Yes

Yes

Yes

Yes

Telephony

Knowlarity

Yes

Yes

Yes

Yes

Telephony

Ameyo

Yes

Yes

Yes

Yes

Telephony

Twilio

Yes

Yes

Yes

Yes

Telephony

Ring Central

Yes

Yes

Yes

Yes

Telephony

Skype

Yes

Yes

Yes

Yes

Telephony

VAgent

Yes

Yes

Yes

Yes

Others

Mailchimp

Yes

Yes

Yes

Yes

Others

SendGrid

Yes

Yes

Yes

Yes

Others

SignEasy

Yes

Yes

Yes

Yes

Others

IndiaMart

Yes

Yes

Yes

Yes

Online Shopping

Zapier

Yes

Yes

Yes

Yes

Online Shopping

Shopify

Yes

Yes

Yes

Yes

Reports Integration (ex- crystal reports)

Integrations

Yes

Yes

Yes

Yes

Forms Integration

Integrations

Yes

Yes

Yes

Yes

O365 integration

Integrations

Yes

Yes

Yes

Yes

Reports Integration (ex- crystal reports)

Integrations

Yes

Yes

Yes

Yes

Forms Integration

Integrations

Yes

Yes

Yes

Yes

O365 integration

Integrations

Yes

Yes

Yes

Yes

Functions

Dev.Tools

3

5

10

Unlimited

Functions - Integration Tasks

Dev.Tools

5

5

10

25

Functions - Get Data

Dev.Tools

-

Yes

Yes

25000 calls/day

Functions - Post Data

Dev.Tools

-

Yes

Yes

25000 calls/day

G Suite

Integrations

Yes

Yes

Yes

Yes

APIs & WebHooks

Dev Tools

1/action 50,000 calls/day or 100 calls/user license/day Limit applicable for the org. (whichever is lower)

1/action 50,000 calls/day or 100 calls/user license/day Limit applicable for the org. (whichever is lower)

1/action 50,000 calls/day or 100 calls/user license/day Limit applicable for the org. (whichever is lower)

1/action 50,000 calls/day or 100 calls/user license/day Limit applicable for the org. (whichever is lower)

list modules

List view in modules

Detailed view in modules

Related modules

Reports

Update to module

-

-

1

1

2

Startup

General

Storage

Subscription

256 MB Per User

Leads

Marketing

Yes

Accounts

General

Unlimited

Contacts

General

Yes

Deals/Opportunities

Sales

Yes

Sales Forecasting

Sales

Yes

Forecasts Based on Locations

Sales

-

Bulk/Mass updates

General

-

Document Library

General

Yes

Activities - Recurring, Tasks, Events, Calls

General

Yes

Reminders

General

Yes

Events Scheduler

General

Yes

Multiple Currencies

General

-

Social (Integration with Social Media)

Integrations

No

Scoring Rules

General

No

CRM Analytics

Standard Reports

General

Yes

Custom Reports

General

30

Schedule Reports

General

3

Dashboards

General

3

Marketing Automation

Campaigns

Marketing

100

Mass Email

Subscription

5000 Emails/Month - Limited by 500 per day - Branded or $3/1000 unbranded emails per month subscription.

Email Templates

General

20 Templates

Email Opt-out

General

Yes

Auto responders

General

50

Schedule Mass Email

Marketing

Yes

Inventory Management

Products

Sales

250 Products

Price Books

Sales

2

Quotes

Sales

Yes

Sales Orders

Sales

Yes

Invoices

Sales

Yes

Vendors

General

-

Purchase Orders

General

-

Data Administration

File Storage (for Org.)

Subscription

"1GB plus 256 MB/user license"

Additional Storage (for Org.)

Subscription

$3/month for 5GB

Data Records

Subscription

100,000 Records

Import Data

Subscription

10,000/Batch

Record Cloning

General

Yes

Skip and Overwrite option

General

-

Merge Duplicates - Find & Merge Option

General

Yes

Free Data Backup

Subscription

2 Data Backups/Month

Data Backup

Subscription

$10 /Request

Customizations & Technical

Customized Page Layouts / Module

General

3

Add Search Layouts etc

General

Yes

Field-Level Rules Based Behavior

General

-

Profiles

General

10

Roles

General

20

Reporting Hierarchy

General

Yes

Teams

Service

-

Teams Security

General

-

Location Access Levels

Sales

1

Field-Level Rules Based Security

General

1 Rule Per Module

Data Visibility Based on Ownership

General

Yes

Audit Logs

General

-

Record Sharing

General

-

Product Customization

Home Page Components

General

3

Organize Tabs

General

-

Rename Tabs

General

-

Application Tabs

General

2

Custom Fields

General

10 Custom Fields / Module

Custom Modules

General

5

Doc Print Layout Editor

General

2

Data Grids in Modules

General

Yes

Duplicate Criteria in Modules

General

2 Fields / Module

Stage History Tracking

General

Yes

Standard List Views

General

Yes

Custom List Views

General

5 List Views / Module

Kanban View

Marketing

-

Last Activity Time in Criteria

General

Yes

Custom Related Lists

General

Yes

Customize Search Layout

General

5 Per Module

Quick Actions

General

Yes

Custom Fields

General

30 Fields Per Module

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

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

3 per module with 3 levels

Web Forms

Web Forms for Leads/Contacts / Request /Tickets

Marketing

5 Forms/Module

Approval Rules

General

1 Per Module

Assignment Rules

General

1 Per Module

Unsubscribe Form

Marketing

Yes

Email

IMAP

Email

Yes

BCC Dropbox

Email

Yes

Customer Support

Requests

Service

Yes

Knowledge Base

Service

-

Web-To-Request

Service

1

Email-To-Request

Service

1

SLA

Service

1

Asset Master

Service

Yes

Customer Master

Service

Yes

Spares Master

Service

-

Services Master

Service

-

Technician Master

Service

Yes

Skills

Service

-

Service Contracts

Service

-

Planned Preventive (PPM)

Service

-

Breakdown / Corrective Requests

Service

Yes

Assignment Rules

Service

2 Rules

Request Schedule Management

Service

-

Tools and Resources

Service

-

Work Logs

Service

Yes

Parts Replaced

Service

-

Parts Requested

Service

-

Notes/Docs and Attachments

Service

Yes

Customer Survey

Service

-

Request Lifecycle Tracking

Service

Yes

Notify Owner

Service

Yes

Warranty Management

Service

-

Billing

Service

-

Case Escalation Rules

Service

2 Rules

Business Hours

Service

-

Centra CRM Mobile Edition (Android & iOS)

Apps

Yes

Standard Third Party Integrations

Social Media

Facebook

Yes

Social Media

Twitter

Yes

Social Media

Linkedin

Yes

Social Media

OneDrive

Yes

Social Media

Google Business API

Yes

Social Media

Google Map API

Yes

ERP

Focus 6 & 7

Yes

ERP

Focus 8

Yes

ERP

MYOB

Yes

ERP

Tally

Yes

ERP

Xero

Yes

ERP

Quickbooks

Yes

ERP

Others

Yes

G-Suite

Gmail

Yes

G-Suite

Contacts

Yes

G-Suite

Calendar

Yes

G-Suite

Google Drive

Yes

G-Suite

Cloud Print

Yes

G-Suite

Google Tag Manager

Yes

Payment Gateway

Stripe

Yes

Payment Gateway

PayPal

Yes

Payment Gateway

Telr

Yes

Payment Gateway

eazypay

Yes

Payment Gateway

paytm

Yes

Payment Gateway

My Fatoorah

Yes

Payment Gateway

ezetap

Yes

Payment Gateway

PayU

Yes

Telephony

Knowlarity

Yes

Telephony

Ameyo

Yes

Telephony

Twilio

Yes

Telephony

Ring Central

Yes

Telephony

Skype

Yes

Telephony

VAgent

Yes

Others

Mailchimp

Yes

Others

SendGrid

Yes

Others

SignEasy

Yes

Others

IndiaMart

Yes

Online Shopping

Zapier

Yes

Online Shopping

Shopify

Yes

Reports Integration (ex- crystal reports)

Integrations

Yes

Forms Integration

Integrations

Yes

O365 integration

Integrations

Yes

Reports Integration (ex- crystal reports)

Integrations

Yes

Forms Integration

Integrations

Yes

O365 integration

Integrations

Yes

SQL Functions

Functions

Dev.Tools

3

Functions - Integration Tasks

Dev.Tools

5

Functions - Get Data

Dev.Tools

-

Functions - Post Data

Dev.Tools

-

G Suite

Integrations

Yes

Developer Tools

APIs & WebHooks

Dev Tools

1/action 50,000 calls/day or 100 calls/user license/day Limit applicable for the org. (whichever is lower)

Customer Self Service / Portal

list modules

List view in modules

Detailed view in modules

Related modules

Reports

Update to module

-

-

Professional

General

Storage

Subscription

512 MB Per User

Leads

Marketing

Yes

Accounts

General

Unlimited

Contacts

General

Yes

Deals/Opportunities

Sales

Yes

Sales Forecasting

Sales

Yes

Forecasts Based on Locations/Territories

Sales

Yes

Bulk/Mass updates

General

Yes

Document Library

General

Yes

Activities - Recurring, Tasks, Events, Calls

General

Yes

Reminders

General

Yes

Events Scheduler

General

Yes

Multiple Currencies

General

Yes

Social (Integration with Facebook, Twitter, Google Plus)

Integrations

Yes

Scoring Rules

General

10 Rules/Module

CRM Analytics

Standard Reports

General

Yes

Custom Reports

General

50

Schedule Reports

General

15

Dashboards

General

10

Marketing Automation

Campaigns

Marketing

150

Mass Email

Subscription

5000 Emails/Month - Limited by 750 per day - Branded or $3/1000 unbranded emails per month subscription.

Email Templates

General

100 Templates

Email Opt-out

General

Yes

Auto responders

General

75

Schedule Mass Email

Marketing

Yes

Inventory Management

Products

Sales

Unlimited

Price Books

Sales

10

Quotes

Sales

Yes

Sales Orders

Sales

Yes

Invoices

Sales

Yes

Vendors

General

-

Purchase Orders

General

-

Data Administration

File Storage (for Org.)

Subscription

"1GB plus 512 MB/user license"

Additional Storage (for Org.)

Subscription

$3/month for 5GB

Data Records

Subscription

500,000 Records

Import Data

Subscription

15,000/Batch

Record Cloning

General

Yes

Skip and Overwrite option

General

15,000/Batch

Merge Duplicates - Find & Merge Option

General

Yes

Free Data Backup

Subscription

2 Data Backups/Month

Data Backup

Subscription

$10 /Request

Customizations & Technical

Customized Page Layouts / Module

General

5

Add Search Layouts etc

General

Yes

Field-Level Rules Based Behavior

General

2

Profiles

General

15

Roles

General

30

Reporting Hierarchy

General

Yes

Teams

Service

25

Teams Security

General

Yes

Location Access Levels

Sales

Unlimited

Field-Level Rules Based Security

General

Yes

Data Visibility Based on Ownership

General

Yes

Audit Logs

General

Yes

Record Sharing

General

-

Product Customization

Home Page Components

General

5

Organize Tabs

General

Yes

Rename Tabs

General

Yes

Application Tabs

General

6

Custom Fields

General

35 Custom Fields / Module

Custom Modules

General

25

Doc Print Layout Editor

General

5

Data Grids in Modules

General

Yes

Duplicate Criteria in Modules

General

5 Fields / Module

Stage History Tracking

General

Yes

Standard List Views

General

Yes

Custom List Views

General

15 List Views / Module

Kanban View

Marketing

-

Last Activity Time in Criteria

General

Yes

Custom Related Lists

General

Yes

Customize Search Layout

General

5 Per Module

Quick Actions

General

Yes

Custom Fields

General

30 Fields Per Module

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

10

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

5 per module with 3 levels

Web Forms

Web Forms for Leads/Contacts / Request /Tickets

Marketing

5 Forms/Module

Approval Rules

General

5 Per Module

Assignment Rules

General

5 Per Module

Unsubscribe Form

Marketing

Yes

Email

IMAP

Email

Yes

BCC Dropbox

Email

Yes

Customer Support

Requests

Service

Yes

Knowledge Base

Service

Yes

Web-To-Request

Service

5

Email-To-Request

Service

5

SLA

Service

15

Asset Master

Service

Yes

Customer Master

Service

Yes

Spares Master

Service

-

Services Master

Service

Yes

Technician Master

Service

Yes

Skills

Service

-

Service Contracts

Service

Yes

Planned Preventive (PPM)

Service

-

Breakdown / Corrective Requests

Service

Yes

Assignment Rules

Service

20 Rules

Request Schedule Management

Service

Yes

Tools and Resources

Service

-

Work Logs

Service

Yes

Parts Replaced

Service

-

Parts Requested

Service

-

Notes/Docs and Attachments

Service

Yes

Customer Survey

Service

Yes

Request Lifecycle Tracking

Service

Yes

Notify Owner

Service

Yes

Warranty Management

Service

-

Billing

Service

-

Case Escalation Rules

Service

5 Rules

Business Hours

Service

-

Centra CRM Mobile Edition (Android & iOS)

Apps

Yes

Standard Third Party Integrations

Social Media

Facebook

Yes

Social Media

Twitter

Yes

Social Media

Linkedin

Yes

Social Media

OneDrive

Yes

Social Media

Google Business API

Yes

Social Media

Google Map API

Yes

ERP

Focus 6 & 7

Yes

ERP

Focus 8

Yes

ERP

MYOB

Yes

ERP

Tally

Yes

ERP

Xero

Yes

ERP

Quickbooks

Yes

ERP

Others

Yes

G-Suite

Gmail

Yes

G-Suite

Contacts

Yes

G-Suite

Calendar

Yes

G-Suite

Google Drive

Yes

G-Suite

Cloud Print

Yes

G-Suite

Google Tag Manager

Yes

Payment Gateway

Stripe

Yes

Payment Gateway

PayPal

Yes

Payment Gateway

Telr

Yes

Payment Gateway

eazypay

Yes

Payment Gateway

paytm

Yes

Payment Gateway

My Fatoorah

Yes

Payment Gateway

ezetap

Yes

Payment Gateway

PayU

Yes

Telephony

Knowlarity

Yes

Telephony

Ameyo

Yes

Telephony

Twilio

Yes

Telephony

Ring Central

Yes

Telephony

Skype

Yes

Telephony

VAgent

Yes

Others

Mailchimp

Yes

Others

SendGrid

Yes

Others

SignEasy

Yes

Others

IndiaMart

Yes

Online Shopping

Zapier

Yes

Online Shopping

Shopify

Yes

Reports Integration (ex- crystal reports)

Integrations

Yes

Forms Integration

Integrations

Yes

O365 integration

Integrations

Yes

Reports Integration (ex- crystal reports)

Integrations

Yes

Forms Integration

Integrations

Yes

O365 integration

Integrations

Yes

SQL Functions

Functions

Dev.Tools

5

Functions - Integration Tasks

Dev.Tools

5

Functions - Get Data

Dev.Tools

Yes

Functions - Post Data

Dev.Tools

Yes

G Suite

Integrations

Yes

Developer Tools

APIs & WebHooks

Dev Tools

1/action 50,000 calls/day or 100 calls/user license/day Limit applicable for the org. (whichever is lower)

Customer Self Service / Portal

list modules

List view in modules

Detailed view in modules

Related modules

Reports

Update to module

-

1

Enterprise

General

Storage

Subscription

1GB Per User

Leads

Marketing

Yes

Accounts

General

Unlimited

Contacts

General

Yes

Deals/Opportunities

Sales

Yes

Sales Forecasting

Sales

Yes

Forecasts Based on Locations/Territories

Sales

Yes

Bulk/Mass updates

General

Yes

Document Library

General

Yes

Activities - Recurring, Tasks, Events, Calls

General

Yes

Reminders

General

Yes

Events Scheduler

General

Yes

Multiple Currencies

General

Yes

Social (Integration with Facebook, Twitter, Google Plus)

Integrations

Yes

Scoring Rules

General

20 Rules/Module

CRM Analytics

Standard Reports

General

Yes

Custom Reports

General

150

Schedule Reports

General

50

Dashboards

General

30

Marketing Automation

Campaigns

Marketing

Unlimited

Mass Email

Subscription

5000 Emails/Month - Limited by 1000 per day - Branded or $3/1000 unbranded emails per month subscription.

Email Templates

General

Unlimited

Email Opt-out

General

Yes

Auto responders

General

100

Schedule Mass Email

Marketing

Yes

Inventory Management

Products

Sales

Unlimited

Price Books

Sales

Unlimited

Quotes

Sales

Unlimited

Sales Orders

Sales

Yes

Invoices

Sales

Yes

Vendors

General

Yes

Purchase Orders

General

Yes

Data Administration

File Storage (for Org.)

Subscription

"1GB plus 1GB /user license"

Additional Storage (for Org.)

Subscription

$3/month for 5GB

Data Records

Subscription

Unlimited

Import Data

Subscription

30,000/Batch

Record Cloning

General

Yes

Skip and Overwrite option

General

30,000/Batch

Merge Duplicates - Find & Merge Option

General

Yes

Free Data Backup

Subscription

2 Data Backups/Month

Data Backup

Subscription

$10 /Request

Customizations & Technical

Customized Page Layouts / Module

General

10

Add Search Layouts etc

General

Yes

Field-Level Rules Based Behavior

General

5

Profiles

General

25

Roles

General

250

Reporting Hierarchy

General

Yes

Teams

Service

30

Teams Security

General

Yes

Location Access Levels

Sales

Unlimited

Field-Level Rules Based Security

General

Yes

Data Visibility Based on Ownership

General

Yes

Audit Logs

General

Yes

Record Sharing

General

Yes

Product Customization

Home Page Components

General

10

Organize Tabs

General

Yes

Rename Tabs

General

Yes

Application Tabs

General

10

Custom Fields

General

75 Custom Fields / Module

Custom Modules

General

75

Doc Print Layout Editor

General

10

Data Grids in Modules

General

Yes

Duplicate Criteria in Modules

General

Unlimited

Stage History Tracking

General

Yes

Standard List Views

General

Yes

Custom List Views

General

Unlimited

Kanban View

Marketing

Yes

Last Activity Time in Criteria

General

Yes

Custom Related Lists

General

Yes

Customize Search Layout

General

20 Per Module

Quick Actions

General

Yes

Custom Fields

General

30 Fields Per Module

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

15

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

10 per module with 3 levels

Web Forms

Web Forms for Leads/Contacts / Request /Tickets

Marketing

10 Forms/Module

Approval Rules

General

Yes

Assignment Rules

General

Yes

Unsubscribe Form

Marketing

Yes

Email

IMAP

Email

Yes

BCC Dropbox

Email

Yes

Customer Support

Requests

Service

Yes

Knowledge Base

Service

Yes

Web-To-Request

Service

10

Email-To-Request

Service

10

SLA

Service

100

Asset Master

Service

Yes

Customer Master

Service

Yes

Spares Master

Service

Yes

Services Master

Service

Yes

Technician Master

Service

Yes

Skills

Service

Yes

Service Contracts

Service

Yes

Planned Preventive (PPM)

Service

Yes

Breakdown / Corrective Requests

Service

Yes

Assignment Rules

Service

Unlimited

Request Schedule Management

Service

Yes

Tools and Resources

Service

Yes

Work Logs

Service

Yes

Parts Replaced

Service

Yes

Parts Requested

Service

Yes

Notes/Docs and Attachments

Service

Yes

Customer Survey

Service

Yes

Request Lifecycle Tracking

Service

Yes

Notify Owner

Service

Yes

Warranty Management

Service

Yes

Billing

Service

Yes

Case Escalation Rules

Service

Yes

Business Hours

Service

Yes

Centra CRM Mobile Edition (Android & iOS)

Apps

Yes

Standard Third Party Integrations

Social Media

Facebook

Yes

Social Media

Twitter

Yes

Social Media

Linkedin

Yes

Social Media

OneDrive

Yes

Social Media

Google Business API

Yes

Social Media

Google Map API

Yes

ERP

Focus 6 & 7

Yes

ERP

Focus 8

Yes

ERP

MYOB

Yes

ERP

Tally

Yes

ERP

Xero

Yes

ERP

Quickbooks

Yes

ERP

Others

Yes

G-Suite

Gmail

Yes

G-Suite

Contacts

Yes

G-Suite

Calendar

Yes

G-Suite

Google Drive

Yes

G-Suite

Cloud Print

Yes

G-Suite

Google Tag Manager

Yes

Payment Gateway

Stripe

Yes

Payment Gateway

PayPal

Yes

Payment Gateway

Telr

Yes

Payment Gateway

eazypay

Yes

Payment Gateway

paytm

Yes

Payment Gateway

My Fatoorah

Yes

Payment Gateway

ezetap

Yes

Payment Gateway

PayU

Yes

Telephony

Knowlarity

Yes

Telephony

Ameyo

Yes

Telephony

Twilio

Yes

Telephony

Ring Central

Yes

Telephony

Skype

Yes

Telephony

VAgent

Yes

Others

Mailchimp

Yes

Others

SendGrid

Yes

Others

SignEasy

Yes

Others

IndiaMart

Yes

Online Shopping

Zapier

Yes

Online Shopping

Shopify

Yes

Reports Integration (ex- crystal reports)

Integrations

Yes

Forms Integration

Integrations

Yes

O365 integration

Integrations

Yes

Reports Integration (ex- crystal reports)

Integrations

Yes

Forms Integration

Integrations

Yes

O365 integration

Integrations

Yes

SQL Functions

Functions

Dev.Tools

10

Functions - Integration Tasks

Dev.Tools

10

Functions - Get Data

Dev.Tools

Yes

Functions - Post Data

Dev.Tools

Yes

G Suite

Integrations

Yes

Developer Tools

APIs & WebHooks

Dev Tools

1/action 50,000 calls/day or 100 calls/user license/day Limit applicable for the org. (whichever is lower)

Customer Self Service / Portal

list modules

List view in modules

Detailed view in modules

Related modules

Reports

Update to module

-

1

Ultimate

General

Storage

Subscription

1GB Per User

Leads

Marketing

Yes

Accounts

General

Unlimited

Contacts

General

Yes

Deals/Opportunities

Sales

Yes

Sales Forecasting

Sales

Yes

Forecasts Based on Locations/Territories

Sales

Yes

Bulk/Mass updates

General

Yes

Document Library

General

Yes

Activities - Recurring, Tasks, Events, Calls

General

Yes

Reminders

General

Yes

Events Scheduler

General

Yes

Multiple Currencies

General

Yes

Social (Integration with Facebook, Twitter, Google Plus)

Integrations

Yes

Scoring Rules

General

Unlimited

CRM Analytics

Standard Reports

General

Yes

Custom Reports

General

Unlimited

Schedule Reports

General

Unlimited

Dashboards

General

Unlimited

Marketing Automation

Campaigns

Marketing

Unlimited

Mass Email

Subscription

5000 Emails/Month - Limited by 1500 per day - Branded or unlimited emails through third party gateway at $1.5/1000 emails.

Email Templates

General

Unlimited

Email Opt-out

General

Yes

Auto responders

General

Unlimited

Schedule Mass Email

Marketing

Yes

Inventory Management

Products

Sales

Unlimited

Price Books

Sales

Unlimited

Quotes

Sales

Unlimited

Sales Orders

Sales

Yes

Invoices

Sales

Yes

Vendors

General

Yes

Purchase Orders

General

Yes

Data Administration

File Storage (for Org.)

Subscription

"1GB plus 1GB /user license"

Additional Storage (for Org.)

Subscription

$3/month for 5GB

Data Records

Subscription

Unlimited

Import Data

Subscription

50,000/Batch

Record Cloning

General

Yes

Skip and Overwrite option

General

50,000/Batch

Merge Duplicates - Find & Merge Option

General

Yes

Free Data Backup

Subscription

2 Data Backups/Month

Data Backup

Subscription

$10 /Request

Customizations & Technical

Customized Page Layouts / Module

General

Unlimited

Add Search Layouts etc

General

Yes

Field-Level Rules Based Behavior

General

Yes

Profiles

General

Unlimited

Roles

General

Unlimited

Reporting Hierarchy

General

Yes

Teams

Service

50

Teams Security

General

Yes

Location Access Levels

Sales

Unlimited

Field-Level Rules Based Security

General

Yes

Data Visibility Based on Ownership

General

Yes

Audit Logs

General

Yes

Record Sharing

General

Yes

Product Customization

Home Page Components

General

10

Organize Tabs

General

Yes

Rename Tabs

General

Yes

Application Tabs

General

24

Custom Fields

General

Unlimited

Custom Modules

General

Unlimited

Doc Print Layout Editor

General

Unlimited

Data Grids in Modules

General

Yes

Duplicate Criteria in Modules

General

Unlimited

Stage History Tracking

General

Yes

Standard List Views

General

Yes

Custom List Views

General

Unlimited

Kanban View

Marketing

Yes

Last Activity Time in Criteria

General

Yes

Custom Related Lists

General

Yes

Customize Search Layout

General

Unlimited

Quick Actions

General

Yes

Custom Fields

General

30 Fields Per Module

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

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

Unlimited

Web Forms

Web Forms for Leads/Contacts / Request /Tickets

Marketing

20 Forms/Module

Approval Rules

General

Yes

Assignment Rules

General

Yes

Unsubscribe Form

Marketing

Yes

Email

IMAP

Email

Yes

BCC Dropbox

Email

Yes

Customer Support

Requests

Service

Yes

Knowledge Base

Service

Yes

Web-To-Request

Service

Unlimited

Email-To-Request

Service

Unlimited

SLA

Service

Unlimited

Asset Master

Service

Yes

Customer Master

Service

Yes

Spares Master

Service

Yes

Services Master

Service

Yes

Technician Master

Service

Yes

Skills

Service

Yes

Service Contracts

Service

Yes

Planned Preventive (PPM)

Service

Yes

Breakdown / Corrective Requests

Service

Yes

Assignment Rules

Service

Unlimited

Request Schedule Management

Service

Yes

Tools and Resources

Service

Yes

Work Logs

Service

Yes

Parts Replaced

Service

Yes

Parts Requested

Service

Yes

Notes/Docs and Attachments

Service

Yes

Customer Survey

Service

Yes

Request Lifecycle Tracking

Service

Yes

Notify Owner

Service

Yes

Warranty Management

Service

Yes

Billing

Service

Yes

Case Escalation Rules

Service

Yes

Business Hours

Service

Yes

Centra CRM Mobile Edition (Android & iOS)

Apps

Yes

Standard Third Party Integrations

Social Media

Facebook

Yes

Social Media

Twitter

Yes

Social Media

Linkedin

Yes

Social Media

OneDrive

Yes

Social Media

Google Business API

Yes

Social Media

Google Map API

Yes

ERP

Focus 6 & 7

Yes

ERP

Focus 8

Yes

ERP

MYOB

Yes

ERP

Tally

Yes

ERP

Xero

Yes

ERP

Quickbooks

Yes

ERP

Others

Yes

G-Suite

Gmail

Yes

G-Suite

Contacts

Yes

G-Suite

Calendar

Yes

G-Suite

Google Drive

Yes

G-Suite

Cloud Print

Yes

G-Suite

Google Tag Manager

Yes

Payment Gateway

Stripe

Yes

Payment Gateway

PayPal

Yes

Payment Gateway

Telr

Yes

Payment Gateway

eazypay

Yes

Payment Gateway

paytm

Yes

Payment Gateway

My Fatoorah

Yes

Payment Gateway

ezetap

Yes

Payment Gateway

PayU

Yes

Telephony

Knowlarity

Yes

Telephony

Ameyo

Yes

Telephony

Twilio

Yes

Telephony

Ring Central

Yes

Telephony

Skype

Yes

Telephony

VAgent

Yes

Others

Mailchimp

Yes

Others

SendGrid

Yes

Others

SignEasy

Yes

Others

IndiaMart

Yes

Online Shopping

Zapier

Yes

Online Shopping

Shopify

Yes

Reports Integration (ex- crystal reports)

Integrations

Yes

Forms Integration

Integrations

Yes

O365 integration

Integrations

Yes

Reports Integration (ex- crystal reports)

Integrations

Yes

Forms Integration

Integrations

Yes

O365 integration

Integrations

Yes

SQL Functions

Functions

Dev.Tools

Unlimited

Functions - Integration Tasks

Dev.Tools

25

Functions - Get Data

Dev.Tools

25000 calls/day

Functions - Post Data

Dev.Tools

25000 calls/day

G Suite

Integrations

Yes

Developer Tools

APIs & WebHooks

Dev Tools

1/action 50,000 calls/day or 100 calls/user license/day Limit applicable for the org. (whichever is lower)

Customer Self Service / Portal

list modules

List view in modules

Detailed view in modules

Related modules

Reports

Update to module

-

2

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