| Essentials | Professional | Premium | Enterprise Version | |
| Lead Management | ||||
| Enquiry Management | ||||
| Number of Enquiries / per company | 1000 | 5000 | 10000 | Custom |
| Lead Management | ||||
| Number of Active Leads / per company | 1000 | 5000 | 10000 | Custom |
| Custom Fields – Leads | 0 | 3 | 5 | Custom |
| Customizable Pipelines | 1 | 3 | 5 | Custom |
| Stages of Pipeline | 8 | 10 | 15 | 15 |
| Lead to Pipeline Asignment | ||||
| Import and export data | X | |||
| Clone a Lead | ||||
| Tag a lead | 0 | 5 | 10 | 10 |
| Identify nearby leads | ||||
| Enquiry / Lead capture from email | ||||
| Enquiry / Lead capture from text | ||||
| Enquiry / Lead capture from web forms | ||||
| Capture notes with speech to text conversion | ||||
| Contacts | ||||
| Contact and Company Management / per company | 2000 | 10000 | 20000 | Custom |
| Merge duplicate data | ||||
| Import and export data | ||||
| Import Google contacts | ||||
| Scan a business card to enter a contact | ||||
| Assign Contacts | ||||
| Products | ||||
| Product Management | ||||
| Number of Products / per company | 50 | 500 | 1000 | Custom |
| Product – Custom (Dynamic) Fields | 0 | 3 | 5 | Custom |
| Attach documents to Products | ||||
| Import data | ||||
| Administrative Function | ||||
| Organization Management | ||||
| Set up team leaders | ||||
| Set up sales teams | ||||
| Create Permissions Groups | ||||
| Assign permissions to team members | ||||
| Organize team members into teams | ||||
| Create Webforms | ||||
| Label Configuration | ||||
| Assign leads to team members | ||||
| Be notified of email change requests of team members | ||||
| Configure Reporting Dashboard | ||||
| Assign activity to team members | ||||
| Communication and Activity Tracking | ||||
| Email Integration | ||||
| Email Tracking | ||||
| Email templates | ||||
| Calling and Telephony Integration | ||||
| Meeting Scheduler | ||||
| Calendar View and Activity Management | ||||
| Calendar Sync (Google Calendar) | ||||
| Add voice notes converted to text | ||||
| Activity reminder notifications | ||||
| File attachments to email | ||||
| Enable / Disable Call Logging | ||||
| Document Management | ||||
| Company-wide sharing of documents and templates (storage capacity / licensed user with maximum capacity of 100GB per organization) |
3GB | 5 GB | 15 GB | Custom |
| Reporting | ||||
| Leads Stage Pie Chart | ||||
| Deal Value Bar Chart | ||||
| Product Bar Chart | ||||
| Region Bar Chart | ||||
| State Bar Chart | ||||
| City Bar Chart | ||||
| Country Bar Chart | ||||
| Source Bar Chart | ||||
| Lost Reason Bar Chart | ||||
| Trend Statistics | ||||
| Visibility | ||||
| Lead, contact and document visibility | ||||
| Data Storage | ||||
| World class data storage | ||||
| 3rd Party Integrations | ||||
| Native iOS & android mobile apps | ||||
| Real-time sync across all devices | ||||
| Caller ID visibility in the Mobile App | ||||
| Automatic call logging | ||||
| Client location on maps | ||||
| Contact update from Google contacts | ||||
| Contact update from phone contacts | ||||
| GET More from ezTask.io | ||||
| 24/7 customer support(voice, email,Chat) | email / chat | email / chat / phone | email / chat / phone | |
| Online Help Centre | ||||
| App supports English & Dutch languages |
| Essentials | |
| Lead Management | |
| Enquiry Management | |
| Number of Enquiries / per company | 1000 |
| Lead Management | |
| Number of Active Leads / per company | 1000 |
| Custom Fields – Leads | 0 |
| Customizable Pipelines | 1 |
| Stages of Pipeline | 8 |
| Lead to Pipeline Asignment | |
| Import and export data | |
| Clone a Lead | |
| Tag a lead | 0 |
| Identify nearby leads | |
| Enquiry / Lead capture from email | |
| Enquiry / Lead capture from text | |
| Enquiry / Lead capture from web forms | |
| Capture notes with speech to text conversion | |
| Contacts | |
| Contact and Company Management / per company | 2000 |
| Merge duplicate data | |
| Import and export data | |
| Import Google contacts | |
| Scan a business card to enter a contact | |
| Assign Contacts | |
| Products | |
| Product Management | |
| Number of Products / per company | 50 |
| Product – Custom (Dynamic) Fields | 0 |
| Attach documents to Products | |
| Import data | |
| Administrative Function | |
| Organization Management | |
| Set up team leaders | |
| Set up sales teams | |
| Create Permissions Groups | |
| Assign permissions to team members | |
| Organize team members into teams | |
| Create Webforms | |
| Label Configuration | |
| Assign leads to team members | |
| Be notified of email change requests of team members | |
| Configure Reporting Dashboard | |
| Assign activity to team members | |
| Communication and Activity Tracking | |
| Email Integration | |
| Email Tracking | |
| Email templates | |
| Calling and Telephony Integration | |
| Meeting Scheduler | |
| Calendar View and Activity Management | |
| Calendar Sync (Google Calendar) | |
| Add voice notes converted to text | |
| Activity reminder notifications | |
| File attachments to email | |
| Enable / Disable Call Logging | |
| Document Management | |
| Company-wide sharing of documents and templates (storage capacity / licensed user with maximum capacity of 100GB per organization) |
3GB |
| Reporting | |
| Leads Stage Pie Chart | |
| Deal Value Bar Chart | |
| Product Bar Chart | |
| Region Bar Chart | |
| State Bar Chart | |
| City Bar Chart | |
| Country Bar Chart | |
| Source Bar Chart | |
| Lost Reason Bar Chart | |
| Trend Statistics | |
| Visibility | |
| Lead, contact and document visibility | |
| Data Storage | |
| World class data storage | |
| 3rd Party Integrations | |
| Native iOS & android mobile apps | |
| Real-time sync across all devices | |
| Caller ID visibility in the Mobile App | |
| Automatic call logging | |
| Client location on maps | |
| Contact update from Google contacts | |
| Contact update from phone contacts | |
| GET More from ezTask.io | |
| 24/7 customer support(voice, email,Chat) | |
| Online Help Centre | |
| App supports English & Dutch languages |
| Professional | |
| Lead Management | |
| Enquiry Management | |
| Number of Enquiries / per company | 5000 |
| Lead Management | |
| Number of Active Leads / per company | 5000 |
| Custom Fields – Leads | 3 |
| Customizable Pipelines | 3 |
| Stages of Pipeline | 10 |
| Lead to Pipeline Asignment | |
| Import and export data | |
| Clone a Lead | |
| Tag a lead | 5 |
| Identify nearby leads | |
| Enquiry / Lead capture from email | |
| Enquiry / Lead capture from text | |
| Enquiry / Lead capture from web forms | |
| Capture notes with speech to text conversion | |
| Contacts | |
| Contact and Company Management / per company | 10000 |
| Merge duplicate data | |
| Import and export data | |
| Import Google contacts | |
| Scan a business card to enter a contact | |
| Assign Contacts | |
| Products | |
| Product Management | |
| Number of Products / per company | 500 |
| Product – Custom (Dynamic) Fields | 3 |
| Attach documents to Products | |
| Import data | |
| Administrative Function | |
| Organization Management | |
| Set up team leaders | |
| Set up sales teams | |
| Create Permissions Groups | |
| Assign permissions to team members | |
| Organize team members into teams | |
| Create Webforms | |
| Label Configuration | |
| Assign leads to team members | |
| Be notified of email change requests of team members | |
| Configure Reporting Dashboard | |
| Assign activity to team members | |
| Communication and Activity Tracking | |
| Email Integration | |
| Email Tracking | |
| Email templates | |
| Calling and Telephony Integration | |
| Meeting Scheduler | |
| Calendar View and Activity Management | |
| Calendar Sync (Google Calendar) | |
| Add voice notes converted to text | |
| Activity reminder notifications | |
| File attachments to email | |
| Enable / Disable Call Logging | |
| Document Management | |
| Company-wide sharing of documents and templates (storage capacity / licensed user with maximum capacity of 100GB per organization) |
5 GB |
| Reporting | |
| Leads Stage Pie Chart | |
| Deal Value Bar Chart | |
| Product Bar Chart | |
| Region Bar Chart | |
| State Bar Chart | |
| City Bar Chart | |
| Country Bar Chart | |
| Source Bar Chart | |
| Lost Reason Bar Chart | |
| Trend Statistics | |
| Visibility | |
| Lead, contact and document visibility | |
| Data Storage | |
| World class data storage | |
| 3rd Party Integrations | |
| Native iOS & android mobile apps | |
| Real-time sync across all devices | |
| Caller ID visibility in the Mobile App | |
| Automatic call logging | |
| Client location on maps | |
| Contact update from Google contacts | |
| Contact update from phone contacts | |
| GET More from ezTask.io | |
| 24/7 customer support(voice, email,Chat) | email / chat |
| Online Help Centre | |
| App supports English & Dutch languages |
| Premium | |
| Lead Management | |
| Enquiry Management | |
| Number of Enquiries / per company | 10000 |
| Lead Management | |
| Number of Active Leads / per company | 10000 |
| Custom Fields – Leads | 5 |
| Customizable Pipelines | 5 |
| Stages of Pipeline | 15 |
| Lead to Pipeline Asignment | |
| Import and export data | |
| Clone a Lead | |
| Tag a lead | 10 |
| Identify nearby leads | |
| Enquiry / Lead capture from email | |
| Enquiry / Lead capture from text | |
| Enquiry / Lead capture from web forms | |
| Capture notes with speech to text conversion | |
| Contacts | |
| Contact and Company Management / per company | 20000 |
| Merge duplicate data | |
| Import and export data | |
| Import Google contacts | |
| Scan a business card to enter a contact | |
| Assign Contacts | |
| Products | |
| Product Management | |
| Number of Products / per company | 1000 |
| Product – Custom (Dynamic) Fields | 5 |
| Attach documents to Products | |
| Import data | |
| Administrative Function | |
| Organization Management | |
| Set up team leaders | |
| Set up sales teams | |
| Create Permissions Groups | |
| Assign permissions to team members | |
| Organize team members into teams | |
| Create Webforms | |
| Label Configuration | |
| Assign leads to team members | |
| Be notified of email change requests of team members | |
| Configure Reporting Dashboard | |
| Assign activity to team members | |
| Communication and Activity Tracking | |
| Email Integration | |
| Email Tracking | |
| Email templates | |
| Calling and Telephony Integration | |
| Meeting Scheduler | |
| Calendar View and Activity Management | |
| Calendar Sync (Google Calendar) | |
| Add voice notes converted to text | |
| Activity reminder notifications | |
| File attachments to email | |
| Enable / Disable Call Logging | |
| Document Management | |
| Company-wide sharing of documents and templates (storage capacity / licensed user with maximum capacity of 100GB per organization) |
15 GB |
| Reporting | |
| Leads Stage Pie Chart | |
| Deal Value Bar Chart | |
| Product Bar Chart | |
| Region Bar Chart | |
| State Bar Chart | |
| City Bar Chart | |
| Country Bar Chart | |
| Source Bar Chart | |
| Lost Reason Bar Chart | |
| Trend Statistics | |
| Visibility | |
| Lead, contact and document visibility | |
| Data Storage | |
| World class data storage | |
| 3rd Party Integrations | |
| Native iOS & android mobile apps | |
| Real-time sync across all devices | |
| Caller ID visibility in the Mobile App | |
| Automatic call logging | |
| Client location on maps | |
| Contact update from Google contacts | |
| Contact update from phone contacts | |
| GET More from ezTask.io | |
| 24/7 customer support(voice, email,Chat) | email / chat / phone |
| Online Help Centre | |
| App supports English & Dutch languages |
| Enterprise Version | |
| Lead Management | |
| Enquiry Management | |
| Number of Enquiries / per company | Custom |
| Lead Management | |
| Number of Active Leads / per company | Custom |
| Custom Fields – Leads | Custom |
| Customizable Pipelines | Custom |
| Stages of Pipeline | 15 |
| Lead to Pipeline Asignment | |
| Import and export data | |
| Clone a Lead | |
| Tag a lead | 10 |
| Identify nearby leads | |
| Enquiry / Lead capture from email | |
| Enquiry / Lead capture from text | |
| Enquiry / Lead capture from web forms | |
| Capture notes with speech to text conversion | |
| Contacts | |
| Contact and Company Management / per company | Custom |
| Merge duplicate data | |
| Import and export data | |
| Import Google contacts | |
| Scan a business card to enter a contact | |
| Assign Contacts | |
| Products | |
| Product Management | |
| Number of Products / per company | Custom |
| Product – Custom (Dynamic) Fields | Custom |
| Attach documents to Products | |
| Import data | |
| Administrative Function | |
| Organization Management | |
| Set up team leaders | |
| Set up sales teams | |
| Create Permissions Groups | |
| Assign permissions to team members | |
| Organize team members into teams | |
| Create Webforms | |
| Label Configuration | |
| Assign leads to team members | |
| Be notified of email change requests of team members | |
| Configure Reporting Dashboard | |
| Assign activity to team members | |
| Communication and Activity Tracking | |
| Email Integration | |
| Email Tracking | |
| Email templates | |
| Calling and Telephony Integration | |
| Meeting Scheduler | |
| Calendar View and Activity Management | |
| Calendar Sync (Google Calendar) | |
| Add voice notes converted to text | |
| Activity reminder notifications | |
| File attachments to email | |
| Enable / Disable Call Logging | |
| Document Management | |
| Company-wide sharing of documents and templates (storage capacity / licensed user with maximum capacity of 100GB per organization) |
Custom |
| Reporting | |
| Leads Stage Pie Chart | |
| Deal Value Bar Chart | |
| Product Bar Chart | |
| Region Bar Chart | |
| State Bar Chart | |
| City Bar Chart | |
| Country Bar Chart | |
| Source Bar Chart | |
| Lost Reason Bar Chart | |
| Trend Statistics | |
| Visibility | |
| Lead, contact and document visibility | |
| Data Storage | |
| World class data storage | |
| 3rd Party Integrations | |
| Native iOS & android mobile apps | |
| Real-time sync across all devices | |
| Caller ID visibility in the Mobile App | |
| Automatic call logging | |
| Client location on maps | |
| Contact update from Google contacts | |
| Contact update from phone contacts | |
| GET More from ezTask.io | |
| 24/7 customer support(voice, email,Chat) | email / chat / phone |
| Online Help Centre | |
| App supports English & Dutch languages |