Pricing

Pricing

Monthly Annually

*Prices are in USD

Compare CRM Editions

Sales & Marketing Module Sales & Marketing + Service Module

Sales

Contact management
Unlimited Contacts & Companies
Custom Data Fields
Activities - Tasks, Events, Calls
Appointment Scheduling
Goals Tracking
Email Tracking
Deals
Call Recording
Campaigns
Assignment Rules
Email Integration
Call transcription & reporting
Conversations inbox
eSignature
Inventory Management
Lists
Post Call Automation
Multiple deal pipelines
Price Books
Order Management
Products
Quotes
Sales automation
Real-time Notifications - SalesSignals
Custom Deal Tracks
Lead Scoring
Automated Voicemails
2- Way Telephony
Invoices
Audit Logs
Events Scheduler
Multiple currencies
Territory Management
Vendors

Marketing

Email Campaigns
Email templates
Workflows
Web forms
Visitor Tracking
5,000 Emails (Branded)
Web-to-Lead
Marketing Automation
Field Updates
SES/Mandril/Sendgrid Integration
Auto Responders
Custom Reports
Custom Modules and Buttons
Documents
Customize Page & Search Layout
Social Media Lead generation(Facebook & LinkedIn)
Bulk/Mass Email
Mobile CRM
Quick Actions
Recurring Activities
Reports and Dashboards
Smart notifications
Surveys
Tags and Groups
Connections
Contact Level Analytics

Additional

50+ Plugins/Integrations
Email & Phone Support
Google/Shopify/Strike Sync
Chrome Extension
Basic, Email and Team Reports
Access Controls(ACLs)
Data Backup
Functions & Macros
Data Encryption
Dedicated Account Rep
Data Sharing
Onboarding Coach
APIs
Webhooks
Portals

Sales

Contact management
Unlimited Contacts & Companies
Custom Data Fields
Activities - Tasks, Events, Calls
Appointment Scheduling
Goals Tracking
Email Tracking
Deals
Call Recording
Campaigns
Assignment Rules
Email Integration
Call transcription & reporting
Conversations inbox
eSignature
Inventory Management
Lists
Post Call Automation
Multiple deal pipelines
Price Books
Order Management
Products
Quotes
Sales automation
Real-time Notifications - SalesSignals
Custom Deal Tracks
Lead Scoring
Automated Voicemails
2- Way Telephony
Invoices
Audit Logs
Events Scheduler
Multiple currencies
Territory Management
Vendors

Marketing

Email Campaigns
Email templates
Workflows
Web forms
Visitor Tracking
5,000 Emails (Branded)
Web-to-Lead
Marketing Automation
Field Updates
SES/Mandril/Sendgrid Integration
Auto Responders
Custom Reports
Custom Modules and Buttons
Documents
Customize Page & Search Layout
Social Media Lead generation(Facebook & LinkedIn)
Bulk/Mass Email
Mobile CRM
Quick Actions
Recurring Activities
Reports and Dashboards
Smart notifications
Surveys
Tags and Groups
Connections
Contact Level Analytics

Additional

50+ Plugins/Integrations
Email & Phone Support
Google/Shopify/Strike Sync
Chrome Extension
Basic, Email and Team Reports
Access Controls(ACLs)
Data Backup
Functions & Macros
Data Encryption
Dedicated Account Rep
Data Sharing
Onboarding Coach
APIs
Webhooks
Portals

Sales

Contact management
Unlimited Contacts & Companies
Custom Data Fields
Unlimited Activities - Tasks, Events, Calls
Appointment Scheduling
Goals Tracking
Email Tracking
Deals
Custom Deal Tracks
Post Call Automation
Call Recording
Automated Voicemails
Campaigns
Assignment Rules
Email Integration
Audit Logs
eSignature
Inventory Management
Invoices
Lists
Multiple currencies
Price Books
Order Management
Products
Quotes
Sales automation
Territory Management
Events Scheduler
Conversations inbox
Multiple deal pipelines
Real-time Notifications - SalesSignals
Vendors
Call transcription & reporting
2- Way Telephony
Lead Scoring

Marketing

Email Campaigns
Email templates
Contact Level Analytics
Workflows
Web forms
Visitor Tracking
5,000 Emails (Branded)
Web-to-Lead
Marketing Automation
Field Updates
SES/Mandril/Sendgrid Integration
Auto Responders
Custom Reports
Custom Modules and Buttons
Documents
Customize Page & Search Layout
Social Media Lead generation(Facebook & LinkedIn)
Bulk/Mass Email
Mobile CRM
Quick Actions
Recurring Activities
Reports and Dashboards
Smart notifications
Surveys
Tags and Groups
Connections

Additional

50+ Plugins/Integrations
50 Custom Modules
Email & Phone Support
Dedicated Account Rep
Onboarding Coach
Google/Shopify/Strike Sync
Chrome Extension
Basic, Email and Team Reports
Access Controls(ACLs)
APIs
Webhooks
Data Backup
Data Sharing
Functions & Macros
Portals
Data Encryption

Sales

Contact management
Unlimited Contacts & Companies
Custom Data Fields
Lead Scoring
Unlimited Activities - Tasks, Events, Calls
Appointment Scheduling
Goals Tracking
Email Tracking
Deals
Custom Deal Tracks
2- Way Telephony
Post Call Automation
Call Recording
Automated Voicemails
Campaigns
Assignment Rules
Email Integration
Call transcription & reporting
Audit Logs
Conversations inbox
eSignature
Events Scheduler
Inventory Management
Invoices
Lists
Multiple currencies
Multiple deal pipelines
Price Books
Order Management
Products
Quotes
Real-time Notifications - SalesSignals
Sales automation
Territory Management
Vendors

Marketing

Email Campaigns
Email templates
Contact Level Analytics
Workflows
Web forms
Visitor Tracking
5,000 Emails (Branded)
Web-to-Lead
Marketing Automation
Automatic Field Updates
SES/Mandril/Sendgrid Integration
Connections
Auto Responders
Custom Reports
Custom Modules and Buttons
Documents
Customize Page & Search Layout
Social Media Lead generation(Facebook & LinkedIn)
Bulk/Mass Email
Mobile CRM
Quick Actions
Recurring Activities
Reports and Dashboards
Smart notifications
Surveys
Tags and Groups

Additional

50+ Plugins/Integrations
Email & Phone Support
Dedicated Account Rep
Onboarding Coach
Google/Shopify/Strike Sync
Chrome Extension
Basic, Email and Team Reports
Access Controls(ACLs)
APIs
Webhooks
Data Backup
Data Encryption
Data Sharing
Functions & Macros
Portals

Sales

Contact management
Unlimited Contacts & Companies
Custom Data Fields
Activities - Tasks, Events, Calls
Appointment Scheduling
Goals Tracking
Email Tracking
Deals
Call Recording
Campaigns
Assignment Rules
Email Integration
Call transcription & reporting
Conversations inbox
eSignature
Inventory Management
Lists
Post Call Automation
Multiple deal pipelines
Price Books
Order Management
Products
Quotes
Sales automation
Real-time Notifications - SalesSignals
Custom Deal Tracks
Lead Scoring
Automated Voicemails
2- Way Telephony
Invoices
Audit Logs
Events Scheduler
Multiple currencies
Territory Management
Vendors

Marketing

Email Campaigns
Email templates
Workflows
Web forms
Visitor Tracking
5,000 Emails (Branded)
Web-to-Lead
Marketing Automation
Field Updates
SES/Mandril/Sendgrid Integration
Auto Responders
Custom Reports
Custom Modules and Buttons
Documents
Customize Page & Search Layout
Social Media Lead generation(Facebook & LinkedIn)
Bulk/Mass Email
Mobile CRM
Quick Actions
Recurring Activities
Reports and Dashboards
Smart notifications
Surveys
Tags and Groups
Connections
Contact Level Analytics

Additional

50+ Plugins/Integrations
Email & Phone Support
Google/Shopify/Strike Sync
Chrome Extension
Basic, Email and Team Reports
Access Controls(ACLs)
Data Backup
Functions & Macros
Data Encryption
Dedicated Account Rep
Data Sharing
Onboarding Coach
APIs
Webhooks
Portals

Service

Requests
Web-To-Request
Email-To-Request
SLA
Activities
Reports
Customer feedback
Customer service automation
Web, Email & chat to ticket
Escalation Rules
Reminders
Tasks
Telephony Integration
Ticketing
Canned Responses
Multiple ticket pipelines

Sales

Contact management
Unlimited Contacts & Companies
Custom Data Fields
Activities - Tasks, Events, Calls
Appointment Scheduling
Goals Tracking
Email Tracking
Deals
Call Recording
Campaigns
Assignment Rules
Email Integration
Call transcription & reporting
Conversations inbox
eSignature
Inventory Management
Lists
Post Call Automation
Multiple deal pipelines
Price Books
Order Management
Products
Quotes
Sales automation
Real-time Notifications - SalesSignals
Custom Deal Tracks
Lead Scoring
Automated Voicemails
2- Way Telephony
Invoices
Audit Logs
Events Scheduler
Multiple currencies
Territory Management
Vendors

Marketing

Email Campaigns
Email templates
Workflows
Web forms
Visitor Tracking
5,000 Emails (Branded)
Web-to-Lead
Marketing Automation
Field Updates
SES/Mandril/Sendgrid Integration
Auto Responders
Custom Reports
Custom Modules and Buttons
Documents
Customize Page & Search Layout
Social Media Lead generation(Facebook & LinkedIn)
Bulk/Mass Email
Mobile CRM
Quick Actions
Recurring Activities
Reports and Dashboards
Smart notifications
Surveys
Tags and Groups
Connections
Contact Level Analytics

Additional

50+ Plugins/Integrations
Email & Phone Support
Google/Shopify/Strike Sync
Chrome Extension
Basic, Email and Team Reports
Access Controls(ACLs)
Data Backup
Functions & Macros
Data Encryption
Dedicated Account Rep
Data Sharing
Onboarding Coach
APIs
Webhooks
Portals

Service

Help Desk
Groups
Labels
Views
Activities
Reports
Customer feedback
Customer service automation
Web, Email & chat to ticket
Escalation Rules
Reminders
Tasks
Telephony Integration
Ticketing
Canned Responses
Multiple ticket pipelines

Sales

Contact management
Unlimited Contacts & Companies
Custom Data Fields
Unlimited Activities - Tasks, Events, Calls
Appointment Scheduling
Goals Tracking
Email Tracking
Deals
Custom Deal Tracks
Post Call Automation
Call Recording
Automated Voicemails
Campaigns
Assignment Rules
Email Integration
Audit Logs
eSignature
Inventory Management
Invoices
Lists
Multiple currencies
Price Books
Order Management
Products
Quotes
Sales automation
Territory Management
Events Scheduler
Conversations inbox
Multiple deal pipelines
Real-time Notifications - SalesSignals
Vendors
Call transcription & reporting
2- Way Telephony
Lead Scoring

Marketing

Email Campaigns
Email templates
Contact Level Analytics
Workflows
Web forms
Visitor Tracking
5,000 Emails (Branded)
Web-to-Lead
Marketing Automation
Field Updates
SES/Mandril/Sendgrid Integration
Auto Responders
Custom Reports
Custom Modules and Buttons
Documents
Customize Page & Search Layout
Social Media Lead generation(Facebook & LinkedIn)
Bulk/Mass Email
Mobile CRM
Quick Actions
Recurring Activities
Reports and Dashboards
Smart notifications
Surveys
Tags and Groups
Connections

Additional

50+ Plugins/Integrations
50 Custom Modules
Email & Phone Support
Dedicated Account Rep
Onboarding Coach
Google/Shopify/Strike Sync
Chrome Extension
Basic, Email and Team Reports
Access Controls(ACLs)
APIs
Webhooks
Data Backup
Data Sharing
Functions & Macros
Portals
Data Encryption

Service

Help Desk
Groups
Labels
Views
Activities
Reports
Web, Email & chat to ticket
Customer feedback
Customer service automation
Escalation Rules
Reminders
Tasks
Telephony Integration
Ticketing
Knowledge base
Multiple ticket pipelines
Canned Responses

Sales

Contact management
Unlimited Contacts & Companies
Custom Data Fields
Lead Scoring
Unlimited Activities - Tasks, Events, Calls
Appointment Scheduling
Goals Tracking
Email Tracking
Deals
Custom Deal Tracks
2- Way Telephony
Post Call Automation
Call Recording
Automated Voicemails
Campaigns
Assignment Rules
Email Integration
Call transcription & reporting
Audit Logs
Conversations inbox
eSignature
Events Scheduler
Inventory Management
Invoices
Lists
Multiple currencies
Multiple deal pipelines
Price Books
Order Management
Products
Quotes
Real-time Notifications - SalesSignals
Sales automation
Territory Management
Vendors

Marketing

Email Campaigns
Email templates
Contact Level Analytics
Workflows
Web forms
Visitor Tracking
5,000 Emails (Branded)
Web-to-Lead
Marketing Automation
Automatic Field Updates
SES/Mandril/Sendgrid Integration
Connections
Auto Responders
Custom Reports
Custom Modules and Buttons
Documents
Customize Page & Search Layout
Social Media Lead generation(Facebook & LinkedIn)
Bulk/Mass Email
Mobile CRM
Quick Actions
Recurring Activities
Reports and Dashboards
Smart notifications
Surveys
Tags and Groups

Additional

50+ Plugins/Integrations
Email & Phone Support
Dedicated Account Rep
Onboarding Coach
Google/Shopify/Strike Sync
Chrome Extension
Basic, Email and Team Reports
Access Controls(ACLs)
APIs
Webhooks
Data Backup
Data Encryption
Data Sharing
Functions & Macros
Portals

Service

Help Desk
Groups
Labels
Canned Responses
Views
Activities
Reports
Customer feedback
Customer service automation
Web, Email & chat to ticket
Escalation Rules
Knowledge base
Multiple ticket pipelines
Reminders
Tasks
Telephony Integration
Ticketing

Sales & Marketing Module Sales & Marketing + Service Module

10

per user / month

(billed annually)

TRY NOW

Sales

Contact management
Unlimited Contacts & Companies
Custom Data Fields
Activities - Tasks, Events, Calls
Appointment Scheduling
Goals Tracking
Email Tracking
Deals
Call Recording
Campaigns
Assignment Rules
Email Integration
Call transcription & reporting
Conversations inbox
eSignature
Inventory Management
Lists
Post Call Automation
Multiple deal pipelines
Price Books
Order Management
Products
Quotes
Sales automation
Real-time Notifications - SalesSignals
Custom Deal Tracks
Lead Scoring
Automated Voicemails
2- Way Telephony
Invoices
Audit Logs
Events Scheduler
Multiple currencies
Territory Management
Vendors

Marketing

Email Campaigns
Email templates
Workflows
Web forms
Visitor Tracking
5,000 Emails (Branded)
Web-to-Lead
Marketing Automation
Field Updates
SES/Mandril/Sendgrid Integration
Auto Responders
Custom Reports
Custom Modules and Buttons
Documents
Customize Page & Search Layout
Social Media Lead generation(Facebook & LinkedIn)
Bulk/Mass Email
Mobile CRM
Quick Actions
Recurring Activities
Reports and Dashboards
Smart notifications
Surveys
Tags and Groups
Connections
Contact Level Analytics

Additional

50+ Plugins/Integrations
Email & Phone Support
Google/Shopify/Strike Sync
Chrome Extension
Basic, Email and Team Reports
Access Controls(ACLs)
Data Backup
Functions & Macros
Data Encryption
Dedicated Account Rep
Data Sharing
Onboarding Coach
APIs
Webhooks
Portals

17

per user / month

(billed annually)

TRY NOW

Sales

Contact management
Unlimited Contacts & Companies
Custom Data Fields
Activities - Tasks, Events, Calls
Appointment Scheduling
Goals Tracking
Email Tracking
Deals
Call Recording
Campaigns
Assignment Rules
Email Integration
Call transcription & reporting
Conversations inbox
eSignature
Inventory Management
Lists
Post Call Automation
Multiple deal pipelines
Price Books
Order Management
Products
Quotes
Sales automation
Real-time Notifications - SalesSignals
Custom Deal Tracks
Lead Scoring
Automated Voicemails
2- Way Telephony
Invoices
Audit Logs
Events Scheduler
Multiple currencies
Territory Management
Vendors

Marketing

Email Campaigns
Email templates
Workflows
Web forms
Visitor Tracking
5,000 Emails (Branded)
Web-to-Lead
Marketing Automation
Field Updates
SES/Mandril/Sendgrid Integration
Auto Responders
Custom Reports
Custom Modules and Buttons
Documents
Customize Page & Search Layout
Social Media Lead generation(Facebook & LinkedIn)
Bulk/Mass Email
Mobile CRM
Quick Actions
Recurring Activities
Reports and Dashboards
Smart notifications
Surveys
Tags and Groups
Connections
Contact Level Analytics

Additional

50+ Plugins/Integrations
Email & Phone Support
Google/Shopify/Strike Sync
Chrome Extension
Basic, Email and Team Reports
Access Controls(ACLs)
Data Backup
Functions & Macros
Data Encryption
Dedicated Account Rep
Data Sharing
Onboarding Coach
APIs
Webhooks
Portals

ENTERPRISE

per user / month

(billed annually)

TRY NOW

Sales

Contact management
Unlimited Contacts & Companies
Custom Data Fields
Unlimited Activities - Tasks, Events, Calls
Appointment Scheduling
Goals Tracking
Email Tracking
Deals
Custom Deal Tracks
Post Call Automation
Call Recording
Automated Voicemails
Campaigns
Assignment Rules
Email Integration
Audit Logs
eSignature
Inventory Management
Invoices
Lists
Multiple currencies
Price Books
Order Management
Products
Quotes
Sales automation
Territory Management
Events Scheduler
Conversations inbox
Multiple deal pipelines
Real-time Notifications - SalesSignals
Vendors
Call transcription & reporting
2- Way Telephony
Lead Scoring

Marketing

Email Campaigns
Email templates
Contact Level Analytics
Workflows
Web forms
Visitor Tracking
5,000 Emails (Branded)
Web-to-Lead
Marketing Automation
Field Updates
SES/Mandril/Sendgrid Integration
Auto Responders
Custom Reports
Custom Modules and Buttons
Documents
Customize Page & Search Layout
Social Media Lead generation(Facebook & LinkedIn)
Bulk/Mass Email
Mobile CRM
Quick Actions
Recurring Activities
Reports and Dashboards
Smart notifications
Surveys
Tags and Groups
Connections

Additional

50+ Plugins/Integrations
50 Custom Modules
Email & Phone Support
Dedicated Account Rep
Onboarding Coach
Google/Shopify/Strike Sync
Chrome Extension
Basic, Email and Team Reports
Access Controls(ACLs)
APIs
Webhooks
Data Backup
Data Sharing
Functions & Macros
Portals
Data Encryption

ULTIMATE

per user / month

(billed annually)

TRY NOW

Sales

Contact management
Unlimited Contacts & Companies
Custom Data Fields
Lead Scoring
Unlimited Activities - Tasks, Events, Calls
Appointment Scheduling
Goals Tracking
Email Tracking
Deals
Custom Deal Tracks
2- Way Telephony
Post Call Automation
Call Recording
Automated Voicemails
Campaigns
Assignment Rules
Email Integration
Call transcription & reporting
Audit Logs
Conversations inbox
eSignature
Events Scheduler
Inventory Management
Invoices
Lists
Multiple currencies
Multiple deal pipelines
Price Books
Order Management
Products
Quotes
Real-time Notifications - SalesSignals
Sales automation
Territory Management
Vendors

Marketing

Email Campaigns
Email templates
Contact Level Analytics
Workflows
Web forms
Visitor Tracking
5,000 Emails (Branded)
Web-to-Lead
Marketing Automation
Automatic Field Updates
SES/Mandril/Sendgrid Integration
Connections
Auto Responders
Custom Reports
Custom Modules and Buttons
Documents
Customize Page & Search Layout
Social Media Lead generation(Facebook & LinkedIn)
Bulk/Mass Email
Mobile CRM
Quick Actions
Recurring Activities
Reports and Dashboards
Smart notifications
Surveys
Tags and Groups

Additional

50+ Plugins/Integrations
Email & Phone Support
Dedicated Account Rep
Onboarding Coach
Google/Shopify/Strike Sync
Chrome Extension
Basic, Email and Team Reports
Access Controls(ACLs)
APIs
Webhooks
Data Backup
Data Encryption
Data Sharing
Functions & Macros
Portals

16

per user / month

(billed annually)

TRY NOW

Sales

Contact management
Unlimited Contacts & Companies
Custom Data Fields
Activities - Tasks, Events, Calls
Appointment Scheduling
Goals Tracking
Email Tracking
Deals
Call Recording
Campaigns
Assignment Rules
Email Integration
Call transcription & reporting
Conversations inbox
eSignature
Inventory Management
Lists
Post Call Automation
Multiple deal pipelines
Price Books
Order Management
Products
Quotes
Sales automation
Real-time Notifications - SalesSignals
Custom Deal Tracks
Lead Scoring
Automated Voicemails
2- Way Telephony
Invoices
Audit Logs
Events Scheduler
Multiple currencies
Territory Management
Vendors

Marketing

Email Campaigns
Email templates
Workflows
Web forms
Visitor Tracking
5,000 Emails (Branded)
Web-to-Lead
Marketing Automation
Field Updates
SES/Mandril/Sendgrid Integration
Auto Responders
Custom Reports
Custom Modules and Buttons
Documents
Customize Page & Search Layout
Social Media Lead generation(Facebook & LinkedIn)
Bulk/Mass Email
Mobile CRM
Quick Actions
Recurring Activities
Reports and Dashboards
Smart notifications
Surveys
Tags and Groups
Connections
Contact Level Analytics

Additional

50+ Plugins/Integrations
Email & Phone Support
Google/Shopify/Strike Sync
Chrome Extension
Basic, Email and Team Reports
Access Controls(ACLs)
Data Backup
Functions & Macros
Data Encryption
Dedicated Account Rep
Data Sharing
Onboarding Coach
APIs
Webhooks
Portals

Service

Requests
Web-To-Request
Email-To-Request
SLA
Activities
Reports
Customer feedback
Customer service automation
Web, Email & chat to ticket
Escalation Rules
Reminders
Tasks
Telephony Integration
Ticketing
Canned Responses
Multiple ticket pipelines

30

per user / month

(billed annually)

TRY NOW

Sales

Contact management
Unlimited Contacts & Companies
Custom Data Fields
Activities - Tasks, Events, Calls
Appointment Scheduling
Goals Tracking
Email Tracking
Deals
Call Recording
Campaigns
Assignment Rules
Email Integration
Call transcription & reporting
Conversations inbox
eSignature
Inventory Management
Lists
Post Call Automation
Multiple deal pipelines
Price Books
Order Management
Products
Quotes
Sales automation
Real-time Notifications - SalesSignals
Custom Deal Tracks
Lead Scoring
Automated Voicemails
2- Way Telephony
Invoices
Audit Logs
Events Scheduler
Multiple currencies
Territory Management
Vendors

Marketing

Email Campaigns
Email templates
Workflows
Web forms
Visitor Tracking
5,000 Emails (Branded)
Web-to-Lead
Marketing Automation
Field Updates
SES/Mandril/Sendgrid Integration
Auto Responders
Custom Reports
Custom Modules and Buttons
Documents
Customize Page & Search Layout
Social Media Lead generation(Facebook & LinkedIn)
Bulk/Mass Email
Mobile CRM
Quick Actions
Recurring Activities
Reports and Dashboards
Smart notifications
Surveys
Tags and Groups
Connections
Contact Level Analytics

Additional

50+ Plugins/Integrations
Email & Phone Support
Google/Shopify/Strike Sync
Chrome Extension
Basic, Email and Team Reports
Access Controls(ACLs)
Data Backup
Functions & Macros
Data Encryption
Dedicated Account Rep
Data Sharing
Onboarding Coach
APIs
Webhooks
Portals

Service

Help Desk
Groups
Labels
Views
Activities
Reports
Customer feedback
Customer service automation
Web, Email & chat to ticket
Escalation Rules
Reminders
Tasks
Telephony Integration
Ticketing
Canned Responses
Multiple ticket pipelines

ENTERPRISE

per user / month

(billed annually)

TRY NOW

Sales

Contact management
Unlimited Contacts & Companies
Custom Data Fields
Unlimited Activities - Tasks, Events, Calls
Appointment Scheduling
Goals Tracking
Email Tracking
Deals
Custom Deal Tracks
Post Call Automation
Call Recording
Automated Voicemails
Campaigns
Assignment Rules
Email Integration
Audit Logs
eSignature
Inventory Management
Invoices
Lists
Multiple currencies
Price Books
Order Management
Products
Quotes
Sales automation
Territory Management
Events Scheduler
Conversations inbox
Multiple deal pipelines
Real-time Notifications - SalesSignals
Vendors
Call transcription & reporting
2- Way Telephony
Lead Scoring

Marketing

Email Campaigns
Email templates
Contact Level Analytics
Workflows
Web forms
Visitor Tracking
5,000 Emails (Branded)
Web-to-Lead
Marketing Automation
Field Updates
SES/Mandril/Sendgrid Integration
Auto Responders
Custom Reports
Custom Modules and Buttons
Documents
Customize Page & Search Layout
Social Media Lead generation(Facebook & LinkedIn)
Bulk/Mass Email
Mobile CRM
Quick Actions
Recurring Activities
Reports and Dashboards
Smart notifications
Surveys
Tags and Groups
Connections

Additional

50+ Plugins/Integrations
50 Custom Modules
Email & Phone Support
Dedicated Account Rep
Onboarding Coach
Google/Shopify/Strike Sync
Chrome Extension
Basic, Email and Team Reports
Access Controls(ACLs)
APIs
Webhooks
Data Backup
Data Sharing
Functions & Macros
Portals
Data Encryption

Service

Help Desk
Groups
Labels
Views
Activities
Reports
Web, Email & chat to ticket
Customer feedback
Customer service automation
Escalation Rules
Reminders
Tasks
Telephony Integration
Ticketing
Knowledge base
Multiple ticket pipelines
Canned Responses

ULTIMATE

per user / month

(billed annually)

TRY NOW

Sales

Contact management
Unlimited Contacts & Companies
Custom Data Fields
Lead Scoring
Unlimited Activities - Tasks, Events, Calls
Appointment Scheduling
Goals Tracking
Email Tracking
Deals
Custom Deal Tracks
2- Way Telephony
Post Call Automation
Call Recording
Automated Voicemails
Campaigns
Assignment Rules
Email Integration
Call transcription & reporting
Audit Logs
Conversations inbox
eSignature
Events Scheduler
Inventory Management
Invoices
Lists
Multiple currencies
Multiple deal pipelines
Price Books
Order Management
Products
Quotes
Real-time Notifications - SalesSignals
Sales automation
Territory Management
Vendors

Marketing

Email Campaigns
Email templates
Contact Level Analytics
Workflows
Web forms
Visitor Tracking
5,000 Emails (Branded)
Web-to-Lead
Marketing Automation
Automatic Field Updates
SES/Mandril/Sendgrid Integration
Connections
Auto Responders
Custom Reports
Custom Modules and Buttons
Documents
Customize Page & Search Layout
Social Media Lead generation(Facebook & LinkedIn)
Bulk/Mass Email
Mobile CRM
Quick Actions
Recurring Activities
Reports and Dashboards
Smart notifications
Surveys
Tags and Groups

Additional

50+ Plugins/Integrations
Email & Phone Support
Dedicated Account Rep
Onboarding Coach
Google/Shopify/Strike Sync
Chrome Extension
Basic, Email and Team Reports
Access Controls(ACLs)
APIs
Webhooks
Data Backup
Data Encryption
Data Sharing
Functions & Macros
Portals

Service

Help Desk
Groups
Labels
Canned Responses
Views
Activities
Reports
Customer feedback
Customer service automation
Web, Email & chat to ticket
Escalation Rules
Knowledge base
Multiple ticket pipelines
Reminders
Tasks
Telephony Integration
Ticketing

FAQs

Quick Navigation

All FAQs

Centra Hub CRM contact management software stores the complete contact information. The tool involves both marketing and sales using the same contact database. You have a 360-degree view of contact such as communication history, contact information, social media profiles, likes and dislikes of your target contacts.

CRM software automates tasks, which saves countless hours. It allows more time for selling. For example, email marketing in which you want to send out an email follow-up. With the right CRM, you don’t have to remember, which leads you to want to target.

Yes, we can integrate our CRM with third-party applications. It helps to maximize your productivity by allowing all your business applications to interact with each other.
Centra Hub CRM integrates with Zapier, ERP tools, G-suite, RingCentral, and more.

You can import contacts into CRM through. CSV file or excel sheet which contains contact information and have to map the columns to contact fields on your CRM.

Following are the ways to keep the data safe in CRM

Define access levels within your organization
Set up the necessary access to all the records for everyone in the system
Impose restrictions on access to specific records, functionality, and workflows depending on the roles and hierarchy

We have a variety of information – from educational information on how a CRM can change your life to how to get started with Centra Hub CRM. We are always adding new resources and content so bookmark this page and stay tuned.

Centra Hub CRM lead management tool enables you to keep count of leads and prioritizes the leads using lead scoring. You can connect from thousands of leads from numerous sources easy and effortless.

Centra Hub CRM has a feature called Assignment Rule, using which tickets could be assigned within the team based on load value.

Centra Hub CRM pricing strategy is designed in such a way that it suits the needs of small and medium-sized organizations. We have full pricing details here Centra Hub CRM pricing. Our CRM provides benefits of unlimited contacts, 5000 free email credits, and 50 plus integrations.

Integrating CRM with a payment gateway is an easy process. You can integrate to multiple gateways such as Telr, PayPal, Stripe, Paytm, and more. Even you can manage credits and web payments in Centra Hub CRM for order management.

CRM software helps businesses run and track marketing campaigns, including marketing communication creation and delivery automation. It can even allow you to create forms for lead capture and track performance.

Customer Data

You can import contacts into CRM through. CSV file or excel sheet which contains contact information and have to map the columns to contact fields on your CRM.

Following are the ways to keep the data safe in CRM

Define access levels within your organization
Set up the necessary access to all the records for everyone in the system
Impose restrictions on access to specific records, functionality, and workflows depending on the roles and hierarchy

Third Party Integrations

Payment Gateway

Centra Hub CRM has a feature called Assignment Rule, using which tickets could be assigned within the team based on load value.

Designed For The Companies Of All Sizes

12

20

STARTUP

12

Sales

Marketing

Additional

PROFESSIONAL

20

Sales

Marketing

Additional

ENTERPRISE

Sales

Marketing

Additional

ULTIMATE

Sales

Marketing

Additional

19

35

STARTUP

19

Sales

Marketing

Additional

Service

PROFESSIONAL

35

Sales

Marketing

Additional

Service

ENTERPRISE

Sales

Marketing

Additional

Service

ULTIMATE

Sales

Marketing

Additional

Service

10

17

STARTUP

10

Sales

Marketing

Additional

PROFESSIONAL

17

Sales

Marketing

Additional

ENTERPRISE

Sales

Marketing

Additional

ULTIMATE

Sales

Marketing

Additional

16

30

STARTUP

16

Sales

Marketing

Additional

Service

PROFESSIONAL

30

Sales

Marketing

Additional

Service

Designed For The
Companies Of All Sizes