All prices are per user per month, unless indicated
Features and Benefits | CRM | SALES | BUSINESS | 0 | |
Contact and Relation Management | 1 | ||||
Activity and Assignment Management | 2 | ||||
Workgroup Calendar and Day Planning | 3 | ||||
Document Management | 4 | ||||
Dashboard and KPIs | 5 | ||||
Workflow and Process Management | 6 | ||||
User Configurable Type-Driven Screen Designs | 7 | ||||
Sounds-Like Name Search | 8 | ||||
Open and Access Unlimited Browser Tabs | 9 | ||||
Built-in Support for Portal Access | 10 | ||||
Opportunity and Pipeline Management | 11 | ||||
Lead Management | 12 | ||||
Campaign Management | 13 | ||||
Estimate / Quote Management | 14 | ||||
Sales Order Management | 15 | ||||
Inventory with Order History | 16 | ||||
End-to-end Business Management | 17 | ||||
Project Management | 18 | ||||
Invoice Management | 19 | ||||
Time and Service Billing | 20 | ||||
Payment Management | |||||
Purchase Order Management | |||||
FIELD SERVICE MANAGEMENT | STAND-ALONE | 21 | |||
Access to Field Service Portal and Assigned Jobs | 22 | ||||
Job Workflow Information | 23 | ||||
Capture Photos and Signature | 24 | ||||
Update Job Usage | 25 | ||||
Review Job Documents | 26 | ||||
Records Voice Notes | 27 |
Integrations
QuickBooks Desktop or Online | $15 |
Outlook | $15 |
Calendly | $15 |
Text/SMS* | $15 |
WhatsApp* | $15 |
Zapier with Gmail* | $15 |
Portal Users
First 50 Portal Users | Included |
Additional 100 Portal Users | $300 |
Additional 200 Portal Users | $500 |
Additional 400 Portal Users | $800 |
Document & File Storage
First 10 GB | Included |
Additional 50 GB | $15 |
Additional 100 GB | $25 |
Additional 200 GB | $40 |
Customer Care
Standard Customer Care | Included |
Priority Customer Care | 20% of the Licenses Total |
Services
System Design and Technology
Mobile-first design
use any device and work-from-anywhere for universal data access.
Cross-platform architecture
run on Windows servers or Apache, using MS-SQL or MySQL.
Progressive Web App (PWA)
delivers maximum flexibility and the best user experience.
Deployment Options
SaaS / Cloud
for the ultimate flexibility to work from any device.
Deployment Options
for the ultimate flexibility to work from any device OnPremise – for an enterprise infrastructure or any security and compliance requirements.
Licensing Options
Subscription License
Site License
for unlimited users
Branded (white-label) License
for franchises, corporations, and government entities.