Users |
3
|
10
|
20
|
Accounts |
3
|
5
|
10
|
Contacts & Companies |
5000
|
10,000
|
20,000
|
Custom Fields |
20
|
50
|
100
|
Audit Trail/Activity |
3 Months
|
2 Years
|
Unlimited
|
Inventory Pooling |
|
|
|
Contact Segmentation |
|
|
|
Sales Pipeline |
|
|
|
Deals |
|
|
|
Track Website Visits and Leads |
|
|
|
Advance Filters |
|
|
|
Tags |
|
|
|
Contact 360° View |
|
|
|
Email Verifier |
|
|
|
Contact Import Via CSV/Excel |
|
|
|
Contact Import Via Outlook |
|
|
|
Import Deals Via CSV/Excel |
|
|
|
Contact Listing Customization |
|
|
|
Notes |
|
|
|
Appointments |
|
|
|
Multi Currency Support |
|
|
|
Notifications |
|
|
|
Documents |
|
|
|
Lead Scoring |
|
|
|
Custom Sales Pipelines |
|
|
|
Contact Import Via API |
|
|
|
Import Deals Via API |
|
|
|
Storage |
1 GB
|
3 GB
|
10 GB
|
Free Emails per month |
10,000
|
20,000
|
40,000
|
Credits |
Add-on
|
Add-on
|
300
|
Email Marketing |
|
|
|
Social Media Marketing |
|
|
|
Email Tracking |
|
|
|
Email Builder |
|
|
|
Prebuilt Email Design Blocks |
|
|
|
Forms |
|
|
|
Landing Pages |
|
|
|
Prebuilt Design Blocks |
|
|
|
Advanced Form Builder |
|
|
|
WhatsApp Marketing |
|
|
|
Advanced Page Builder |
|
|
|
SMS Marketing |
|
|
|
Ads Management |
|
|
Coming Soon
|
Automation Nodes |
5
|
30
|
50
|
Automations |
5
|
10
|
20
|
Automation Analytics |
|
|
|
Business Flow Automation |
|
|
|
Automation A/B Testing |
|
|
|
Personal Email Inbox |
|
|
|
Emails |
|
|
|
Engagements |
|
|
|
WhatsApp Integration |
|
|
|
SMS |
|
|
|
In App Calling |
|
|
|
Call Recording |
|
|
|
Call Forwarding |
|
|
|
Local, Mobile & Toll-Free Number |
|
|
|
Booking Forms |
1
|
3
|
5
|
Import Service & Products Via CSV |
|
|
|
Services & Products |
|
|
|
Estimates |
|
|
|
Estimate Templates |
|
|
|
Coupons |
|
|
|
Tax Management |
|
|
|
Estimate Plus |
|
|
|
Project Management |
|
|
|
Agreements with E-Sign |
|
|
|
Agreements Templates |
|
|
|
Plans |
|
Unlimited
|
5
|
Layouts |
|
3
|
5
|
Subscriptions |
|
Unlimited
|
Unlimited
|
Online Payments |
|
|
|
Log Manual Payment |
|
|
|
Invoicing |
|
|
|
Custom Dashboard |
1
|
3
|
5
|
Dashboard |
|
|
|
Metrics |
|
|
|
Widgets |
|
|
|
AI Chatbot |
|
|
|
AI Assistant for Content |
|
|
Coming Soon
|
AI Assitant for Image Generation |
|
|
Coming Soon
|
Gmail |
|
|
|
Outlook |
|
|
|
IMAP/SMTP |
|
|
|
Stripe |
|
|
|
Authorize.net |
|
|
|
Webhooks |
|
|
|
Google Calendar |
|
|
|
Outlook Calendar |
|
|
|
API Access |
|
|
|
Roles and Persmissions |
|
|
|
Custom Roles and Permissions |
|
|
|
Custom User Permissions |
|
|
|
Email Support |
|
|
|
1:1 On boarding |
|
|
|