Enquiry Management

Enquiries / Org – 1000

Lead Management

Leads / Org – 1000

Customizable Pipeline – 1

Stages of Pipeline – 8

Contacts Management

Contacts & Companies / Org – 2000

Import Google Contacts

Import Phone Contacts

Products management

Products / Org – 50

Admin Function to Manage Teams - None

Communication & Activity Tracking

Email Integration

Call & Telephony Integration

Meeting Scheduler

Calendar View and Activity Management

Activity Reminder Notifications

File Attachments to Email

Enable / Disable Call Logging

Document Repository and Management

Repository Storage – 3GB

Reporting

Leads Pie Chart

Deal Value Bar Chart

City Bar Chart

Country Bar Chart

Lost Reasons Bar Chart

Visibility / Privacy Settings - NA

Identify Nearby Leads

Enquiries / Org – 5000

Import and Export Leads

Leads / Org – 5000

Customizable Pipelines – 3

Stages of Pipeline – 10

Tag a Lead – 5

Custom Fields - 3

Contacts & Companies / Org – 10000

Merge Duplicate Contacts

Scan a Business Card to enter a contact

Products per / Org – 500

Dynamic Fields – 3

Import Data

Admin Function

Notes: Speech to text conversion

Repository Storage – 5GB

Reports – same as Essentials Package

Leads, Contacts and Documents Visibility Controls

Clone a Lead Enquiries / Org – 10000

Leads / Org – 10000

Customizable Pipelines – 5

Stages of Pipeline – 15

Tag a Lead – 10

Custom Fields – 5

Email Filters for Enquiry / Lead Capture

Enquiry / Lead Capture from Webforms

Contacts & Companies / Org – 20000

Assign Contacts from one Sales Rep to Another

Products per / Org – 1000

Dynamic Fields - 5

Attach Documents to Products

Manage Web Forms*

Track Email Opens

Email Templates

Calendar Sync (Outlook & Google)

Repository Storage – 15GB

Product Bar

Chart Region

Bar Chart

State Bar Chart

Source Bar Chart

Trend Statistics

Same as Professional