Contacts (CRM-1)
Priced inside your plan or configuration
Contacts
Uses: 1 Core
What's included in Contacts (CRM-1)
Includes
- Customer/contact records
- Basic notes and contact details
Good to know
- Simple customer directory.
Customer / CRM
Customer, lead and relationship management.
- Who needs it
- Your system needs customer / crm capabilities.
- Price
- Priced inside your plan or configuration, based on the tier you need
Exactly one tier per family is active. Each tier includes everything in the tier before it, and upgrading later costs only the difference.
4 options
Business CRM (CRM-2)
Priced inside your plan or configuration
Business CRM
Uses: 1 Core
What's included in Business CRM (CRM-2)
Everything in Contacts, plus
- Lead status
- Activities
- Pipeline fields and search/filtering
Good to know
- Small business CRM.
Advanced CRM (CRM-3)
Priced inside your plan or configuration
Advanced CRM
Uses: 2 Core
What's included in Advanced CRM (CRM-3)
Everything in Business CRM, plus
- Configurable pipeline
- Tasks
- Ownership
- Segmentation and richer history
Good to know
- Advanced sales/service operations.
Integrated CRM (CRM-4)
Priced inside your plan or configuration
Integrated CRM
Uses: 3 Core
What's included in Integrated CRM (CRM-4)
Everything in Advanced CRM, plus
- Multi-channel events
- Automation
- External CRM sync or complex workflows
Good to know
- Large integrated customer operations.
Often paired with
Recommendations are optional unless your system's architecture needs managed operation.
Talk it through
We will confirm the right option and explain the price before anything is agreed.