Compare CRM Editions

Features

Start up

Professional

Enterprise

Ultimate

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 unbraded emails per month subscription. 5000 Email/Month - Limited by 750 per day - Branded or $3/1000 unbraded emails per month subscription. 5000 Email/Month - Limited by 1000 per day - Branded or $3/1000 unbraded 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
Technicains 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 20 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
O365 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

85,000+ Users from 28 Countries

Grow their businesses with us...

CRM Software that’s easy to implement and use

Sign up for a free account and grow your business
No credit card required

Try For Free