difference in features of cloud package

free

Free VS CRM+

Users 12
Storage 5GB


CRM limitations

Pipelines 1
Template file size 2 Mb
Emails from CRM 1 000 / Month
Resource booking for appointments in CRM 24
Max number of leads, deals, contacts or companies included in CRM analytics reports 100,000
Business Card scanner 100/Month


Searchable in CRM with filters (max number)
Leads 10,000
Deals 10,000
Contacts 10,000
Companies 10,000


Not available
Tunnels
Sales Center
Recurring deals
Recurring invoices
Required fields by stage
Document generator
Convert quote to deal and invoice
Duplicate search and merge
Restore from recycle bin
CRM access log
Change history
Automatic dialer
Sales plan
CRM analytics
Webhooks for rules/triggers
Business process automation in CRM



crm+

CRM+ vs standard

Users 6
Storage 50GB


CRM limitations

Pipelines 10
Template file size 2 Mb
Emails from CRM 35 000 / Month
Resource booking for appointments in CRM 24
Max number of leads, deals, contacts or companies included in CRM analytics reports 100,000
Business Card scanner 100/Month


Searchable in CRM with filters (max number)
Leads 100,000
Deals 100,000
Contacts 100,000
Companies 100,000

Standard

standard vs professional

Users 50
Storage 100GB


CRM limitations

Pipelines 10
Template file size 2 Mb
Emails from CRM 50 000 / Month
AI Scoring No
Resource booking for appointments in CRM 24
Max number of leads, deals, contacts or companies included in CRM analytics reports 100,000
Business Card scanner 100/Month


Searchable in CRM with filters (max number)

Leads 200,000
Deals 200,000
Contacts 200,000
Companies 200,000


CRM

  • 12 users -Main CRM features
  • Rand price available on request.


Business Plans

  • 50, 100, 250 or 500 users
  • Rand price available on request.


Enterprise plans

  • 1000. 5000 or unlimited users
  • Rand price available on request.

Our projects

what's the cost?

For large scale implementations we prefer the following process
1. Detailed needs analysis (Scoping)
2. Implementation proposal
3. Project plan with implementation and payment dates.

For less complex implementations
1. Detailed needs analysis (Scoping)
2. Implementation proposal
Invoice for 5 or 10 hours to use for the implementation.

Our consulting rate is R650 (Ex VAT) per hour and bulk packages at R600 (Ex VAT) are payable upfront.

Our projects

How is it calculated?

Factors that will affect your implementation cost.

Data importing 
Configurable dashboards
Setup of custom data fields 
Setup CRM Forms to collect additional data
Dashboard, management and operational reports that are needed.
Workflows and how complex they are.
Setup document templates
Admin and user training
Travelling