Lead acquisition
Reach the right prospects with structured lead capture, segment your audience, and grow every opportunity from one place.
Reach the right prospects with structured lead capture, segment your audience, and grow every opportunity from one place.
Track every stage of the sales process, coordinate the team, and manage opportunities without missing the next action.
Create professional quotes faster, streamline approvals, and keep customer expectations clear before the order is won.
Keep leads, customers, and contacts organized in one workspace so follow-ups stay visible and sales momentum keeps moving.
Capture the details your team needs to understand each lead, analyze requirements, and prepare the right next step.
Break down opportunity value, status, stakeholders, and next actions so the team can focus on the deals most likely to close.
Manage visits, calls, emails, and customer touchpoints from one timeline, with every interaction planned before it slips.
All Plans
Compare plans designed for different needs and find the right CRM package for your business.
Customer Relationships plan comparison
| FEATURE | ||||
|---|---|---|---|---|
| General Features | ||||
| Customer management | Unlimited | Unlimited | Unlimited | Unlimited |
| Supplier management | Unlimited | Unlimited | Unlimited | Unlimited |
| Contact management | Unlimited | Unlimited | Unlimited | Unlimited |
| Product and service management | ||||
| Task management | ||||
| Note management | ||||
| Meeting management | ||||
| Visitor management | ||||
| Shipment management | ||||
| Calendar management | ||||
| Corporate asset management | ||||
| Reminders | ||||
| Guest users (view only) | Unlimited | Unlimited | Unlimited | |
| Sales Process Management | ||||
| Lead management | ||||
| Customer visit and meeting management | ||||
| Activity management | ||||
| Sales team management and task tracking | ||||
| Sales target management | ||||
| Customizable sales processes | ||||
| Sales stage probability | ||||
| Target time in sales stage | ||||
| Internal company feed | ||||
| Insights | ||||
| Sales dashboards | ||||
| Sales performance tracking | ||||
| Customer order management | ||||
| Engagement tracking (communication and feed) | ||||
| Sales Opportunities | ||||
| Opportunity activity management | ||||
| Opportunity performance management | ||||
| Opportunity win probability | ||||
| Sales representative assignment | ||||
| Opportunity notes and files | ||||
| Customers | ||||
| Company and individual customer records | ||||
| Customer contact records | ||||
| Customer activity management | ||||
| Customer notes and files | ||||
| Duplicate control | ||||
| Lead management | ||||
| Create leads from web forms | ||||
| Create opportunities from web forms | ||||
| Quotes | ||||
| Quote creation | ||||
| Alternative quotes | ||||
| Quote acceptance and rejection | ||||
| Quote revision tracking | ||||
| Foreign currency quotes and live conversion | ||||
| Multi-currency quotes | ||||
| Discounts | ||||
| Payment plans in quotes | ||||
| Cost and profit calculation | ||||
| Custom quote templates | ||||
| Customizable email signatures | ||||
| Export quotes as PDF | ||||
| Send quotes by email | ||||
| Quote approval process | ||||
| Quote duplication | ||||
| Product kit management | ||||
| Product price management | ||||
| Analytics and Reporting | ||||
| List view | ||||
| Drag-and-drop Kanban view | ||||
| Calendar view | ||||
| Sales dashboards | ||||
| Sales performance reports | ||||
| Advanced analytics and reporting | ||||
| Collection tracking | ||||
| Mobile | ||||
| iOS | ||||
| Android | ||||
| Integrations | ||||
| Excel export | ||||
| Amazon digital archive storage | ||||
| Custom API integrations (ERP and more) | ||||
| Google Calendar integration | ||||
| Outlook Calendar integration | ||||
| Security | ||||
| User management | ||||
| Two-factor authentication | ||||
| Role and permission management | ||||
| Approval workflows | ||||
| Support | ||||
| Customer support system | ||||
| Email support | ||||
| Online support | ||||
| Dedicated customer success manager | ||||
| Limits | ||||
| Customers and contacts | Unlimited | Unlimited | Unlimited | Unlimited |
| Sales opportunities | None | Unlimited | Unlimited | Unlimited |
| Storage | 10 GB | 100 GB | 500 GB | 1000 GB |
| Custom quote templates | 1 | 1 | 3 | 100 |