Subscription Comparison
CRM Basic
CRM Advance
Dashboarding
Global Search
Campaigns
GenAI Chatbot & Advanced Assistant
Email-to-Lead
Saved Search
Workflow
Email-to-Case
Create, View, Update Tasks
For Me, By Me, All Filtering
Group Assignments
Reminders (Email, Messages)
Opportunity Reports
Lead Reports
Cases Reports
Login & Statistics Reports
Accouns Reports
Invoice
Custom Templates
QuickBooks Integration Simple
Inventory Products
Estimates
QuickBooks Integration - Advanced
Payment Terms
Vendor Mangement
Finance Module Integration
QuickBooks Integration Plus
Integration with eCommerce Front End
Leads
Custom Templates
Email Integration
GenAI Email Compose, Reply, Sentiment Analysis
Activity Tracking
Tasks
Accounts
Import / Export
Contacts
Document Management
Notifications
Custom Stages
Lead Scoring
Opportunities
Opportunity Scoring
Logging
Upload, Store, File Documents
Create New Folder
Edit, Delete Documents
Share, Download Documents
Custom Stages
Import, Export Cases
Create, Edit, Manage Cases
Attachments per Case
Associations, Categories
Unlimited Channels
Single Account Case Channel
Custom Templates
Assignment of Users
Assignment of User Groups
Multi-Type Case Channels
Multi-Account Case Channel
User Visibility
User Management
Configurations
System Settings
Company-Wide Stream
Company-Specific Settings
Calendar
Integrations Setup
User Profiles and Permissions
Notifications and Messaging
User and Role Management
Role Hierarchy
Profile-Specific Settings
Goal Definition by Territory
Forecast / Reforecast Goals / Quotas
Set Sales, Non-Sales, Activity-Based Goals
Time-Based Goal Tracking
Unlimited Goals / Quotas
Goal Definition by Person
Advanced Goal Reporting and Filtering
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